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Sales Onboarding Manager

Role overview

Qualifications

  • Confident B2B sales experience with a proven ability to meet and exceed KPIs
  • Demonstrated success in handling objections within a B2B environment
  • Excellent client-facing communication skills across telephone and video
  • Competent in Microsoft Excel and comfortable working with data

Responsibilities

  • Delivering product demonstrations and discovery calls to acquire potential new high value customers
  • Proactively contacting new Sage leads with the view to combat any objections and onboard the customer onto the product
  • Guiding the client through uploading employee data onto the platform to onboard employees
  • Participating in the Implementation phase of the client journey when required

Key facts

Other skills

  • Microsoft Excel
  • Communication
  • Relationship Building
  • Personal Integrity
  • Teamwork

About the company

Personal Group logo

Personal Group

Insurance

Three companies, one vision: to create a brighter future for the UK workforce. Personal Group provides access to the full-service solution you need to stand out as an employer of choice. Protect, connect, and engage your people with Personal Group’s range of communication tools, employee benefits, wellbeing support and health insurance plans. Find out more about engaging your workforce on our Hapi website: www.hapi.co.uk Our Group companies of Innecto and Let’s Connect offer specialist pay and reward consultancy and market-leading employee benefits. Together we'll help you create a winning employee deal that keeps staff performing at their best, day after day.

Company details

Company typeScaleup
IndustryInsurance
Company size201 - 500

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Job description

Job Title: Sales Onboarding Manager

Location: UK Wide - Home based with travel to the office as required.

Salary: £35,000 – Uncapped Commission with expected OTE £42,000

Contract Type: Permanent

About the role –

In this role, you’ll be responsible for acquiring and onboarding SEB (Sage Employee Benefit) leads, using strong sales skills and a personable approach to embed the product within our clients’ businesses.

You’ll engage leads through proactive outbound contact and deliver compelling product demonstrations that clearly communicate SEB’s value, driving customer buy-in and successful onboarding.

You’ll also manage follow-ups with non-attending leads, handle objections effectively, and maintain accurate data and organisation to ensure a smooth customer journey.

What You’ll Be Doing –

Delivering product demonstrations and discovery calls to acquire potential new high value customers

Proactively contacting new Sage leads with the view to combat any objections and onboard the customer onto the product. Reiterate the value of the SEB & understanding the customers’ needs

Guiding the client thorough uploading employee data onto the platform to onboard employees

Obtaining original sale documentation from Sage and confirm validity of sale and accuracy of client information

Participating in the Implementation phase of the client journey when required

About You –

Confident B2B sales experience with a proven ability to meet and exceed KPIs

Demonstrated success in handling objections within a B2B environment

Excellent client-facing communication skills across telephone and video

Experience building rapport and credibility with senior B2B stakeholders

Competent in Microsoft Excel and comfortable working with data

Able to build and maintain effective working relationships based on trust, with the confidence to challenge when appropriate

High levels of integrity and moral courage, demonstrating strong personal standards and commitment to company values

So, what’s in it for you?

· Minimum of 25 day holiday rising with service and option to purchase more

· Private medical insurance and practical health plan

· Free travel insurance

· Enhance maternity and paternity leave

· Online GP

These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page - https://personalgroup.teamtailor.com/

Do you live our values?

Passion

Bringing energy and enthusiasm to your work every day. We value people who are motivated, engaged, and excited to make a difference.

Pace

We move with purpose, staying focused and efficient to get things done while maintaining high standards. We value action and smart decision-making to drive progress.

Professionalism

It’s not just about what we do, but how we do it. We approach every task with integrity, respect, and a commitment to delivering our best work.

Diversity, Inclusion & Flexibility
Personal Group is proud to be an inclusive employer and welcomes applications from people of all backgrounds and experiences. We support flexible working where possible, with core hours typically between 10:00–16:00 and remaining hours worked to suit individual needs.

We are committed to making adjustments and providing accommodations throughout the recruitment process and employment, ensuring those with caring responsibilities, disabilities, or health conditions are fully supported. If you require any adjustments, please contact our Recruitment Team, we’re here to help.

About us

At Personal Group, we are a leading UK provider of employee benefits and health insurance. Since the 1980s, we have been on a mission to revolutionise insurance and employee benefits, and while our business has evolved over the past four decades, our commitment to supporting people and businesses has remained constant.

Today, we are focused on improving employee health, wellbeing and engagement, working towards our vision of being “the champion of affordable benefits, keeping businesses and their employees happy, healthy and protected.” Our culture is shaped by our core values of Pace, Passion and Professionalism, which guide how we work together, support our customers and deliver when it matters most.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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