Sales Executive

2i Recruit Ltd; Cardiff; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Competitive salary

Supportive environment

Training & development

Growing organisation

Career progression

Job summary

2i Recruit Ltd is seeking a proactive Sales Executive in Cardiff, UK. The role blends business development, lead generation, appointment coordination and customer service, with regular visits to referral partners and clients.

You will develop relationships with opticians and partners, generate new business opportunities, manage enquiries and ensure an excellent customer journey, while coordinating appointments and admin tasks.

Qualifications

• Previous experience within sales, business development, customer service, administration or a client-facing role.

Responsibilities

• Developing and maintaining relationships with opticians and other referral partners across the region.
• Conducting regular face-to-face visits to promote services, generate referrals and identify new business opportunities.
• Representing the organisation professionally at meetings, networking events and promotional activities.
• Building and maintaining a pipeline of referral sources and prospective clients.
• Acting as the first point of contact for new enquiries via telephone, email and online channels.
• Qualifying enquiries, gathering relevant information and directing individuals to the appropriate services.
• Managing appointment bookings, schedules and confirmations, ensuring all information is recorded accurately.
• Following up enquiries and nurturing leads to maximise appointment conversions.
• Discussing services and associated costs in a professional and confident manner.
• Maintaining accurate records of enquiries, appointments, sales activity and client interactions using internal systems.
• Delivering outstanding customer service by responding to questions and resolving issues promptly.

Skills

Sales experience

Business development

Customer service

Administration

Client-facing

Tools

Microsoft Office

Job description

Our client is looking for a proactive and personable Sales Executive to join their team. This varied role combines business development, lead generation, appointment coordination and customer service.

You’ll be responsible for developing relationships with referral partners, generating new business opportunities, managing enquiries, and ensuring clients receive an excellent experience throughout their journey. This role includes regular face-to-face meetings with referral partners and prospective clients, alongside office-based administration and coordination duties.

Company Benefits:

• Competitive salary package.
• Supportive and collaborative working environment.
• Ongoing training and development opportunities.
• Opportunity to work within a growing and professional organisation.
• Long-term career progression opportunities.

Key Responsibilities:

• Developing and maintaining relationships with opticians and other referral partners across the region.
• Conducting regular face-to-face visits to promote services, generate referrals and identify new business opportunities.
• Representing the organisation professionally at meetings, networking events and promotional activities.
• Building and maintaining a pipeline of referral sources and prospective clients.
• Acting as the first point of contact for new enquiries via telephone, email and online channels.
• Qualifying enquiries, gathering relevant information and directing individuals to the appropriate services.
• Managing appointment bookings, schedules and confirmations, ensuring all information is recorded accurately.
• Following up enquiries and nurturing leads to maximise appointment conversions.
• Discussing services and associated costs in a professional and confident manner.
• Maintaining accurate records of enquiries, appointments, sales activity and client interactions using internal systems.
• Delivering outstanding customer service by responding to questions and resolving issues promptly.
• Producing regular reports and providing updates to the management team.
• Supporting administrative activities, record keeping and event coordination when required.
• Working closely with internal teams to ensure a seamless customer experience.

Experience and Skills Requirements:

• Previous experience within sales, business development, customer service, administration or a client-facing role.
• Strong communication and relationship-building skills.
• Proven ability to generate and nurture leads.
• Excellent organisational and administrative abilities.
• Strong IT skills, including Microsoft Office.
• Proactive, self-motivated and able to manage your own workload.
• Full UK driving licence and access to a vehicle.
• Willingness to travel regularly and meet referral partners face-to-face.

Desirable:

• Experience within healthcare, optical, ophthalmology or a related sector.
• Previous field sales or business development experience.
• Experience using CRM systems.