Job Description

Job Title:

Account Executive (Sage Employee Benefits)

Location:

Remote - But with occasional travel to Milton Keynes

Salary:

30,000

Contract Type:

Permanent


We're looking for a proactive and organised individual to join our team in a role focused on supporting our SME client base.


You will drive engagement, boost retention, and increase conversion by connecting with customers through outbound contact and delivering impactful product webinars that highlight the value of SEB (Sage Employee Benefits).


In this role, you'll play a key part in ensuring customers understand and commit to our solutions long-term. From onboarding support to follow-up communications, your ability to manage data accurately, handle objections confidently, and stay personally organised will be critical to your success.

Your responsibilities will include:

Proactively engage with new Sage leads with the view to combat any objections and book the customer in for their onboarding call Communicate the value of the SEB, understanding the customers' needs whilst tailoring conversations, helping to secure the sale. Deliver engaging product webinars to employee to explain SEB Arrange and conduct regular client interaction to ensure maximum customer account activation and retention. Guide the client through uploading employee data onto the platform to onboard employees Participate in the Implementation phase of the client journey when required Ensure compliance with employment legislation, FCA principles, "Treating Customers Fairly" (TCF) & other relevant legislative requirements

Experience and Knowledge you will need for the role:

Excellent Customer/Stakeholder Management Skills. Confident in B2B sales with proven objection-handling experience. Proficient in Microsoft Excel and Office tools. Excellent diary management and the ability to prioritise tasks based on severity. Able to establish and maintain good working relationships built on trust and the ability to challenge. A customer-first mindset, with a genuine desire to understand and exceed client expectations. Driven/resilient with the ability to thrive under pressure and in challenging situations where priorities can shift and change at pace. Commercial awareness to determine needs of high value customer and allocate time accordingly


No candidate will meet every single desired qualification. If your experience looks a little different from what we've identified and you think you can bring value to the role, we'd love to learn more about you!

Personal Group is proud to be an inclusive employer and encourages applications from a diverse range of candidates. If you require reasonable adjustments to assist you with the application and/or recruitment processes, please contact our Recruitment Team.

The Company

The Personal Group family offer a range of products help protect, connect, and engage the UK workforce with communication tools, employee benefits, and health insurance plans. Innecto offer specialist pay and reward and employee experience consultancy. Together we provide a full-service solution to help our clients stand out as an employer of choice.



Our mission is to protect the unprotected and connect the unconnected. We want to make work happy, for everyone.



Why? Because when people are happy, they're more productive. And when people feel like they make a difference, they do.



Today we're making work happy for more people than ever before, and we are looking for great people to help create a brighter future for the UK workforce.



Could you be our next great hire?