Lead Tech | B Corp™

Nurturing Leads to Maximize AUM 🌱 Nurturing leads is all about keeping potential clients engaged throughout the sales process. Whether they're just learning about financial planning, comparing options or planning for the future continuous engagement builds trust and keeps you top-of-mind. 📈 Financial advisers who nurture their leads effectively can significantly improve conversion rates, leading to more clients and greater assets under management (AUM). Lead Tech | B Corp™ long-term partner Vikram Deb director at McMillan Wealth Consultants Limited, Principal Partner Practice of St. James's Place Wealth Consultants recently stated: I converted a £300k pension lead that was provided 18 months ago the value isn’t always execution but acting as an industry expert, building rapport and managing your pipeline so that when its suitable to the consumer, they have you to support the next steps. Be there at every step of the journey, and watch your AUM grow. 🚀 #LeadNurturing #FinancialAdvisers #AUM #ClientJourney #RelationshipBuilding

Huge shoutout to our incredible Paid Marketing Team for an outstanding achievement! The team came together on one of their volunteering days to take on the challenge of a sponsored hike up Pen-Y-Ghent in support of Sue Ryder. Not only did they conquer the climb, but they also raised an impressive £450 for this amazing cause! We're so proud of their commitment to giving back and making a difference.

🚀 Exciting Opportunity Alert! 🚀 I’m thrilled to share a fantastic role at Lead Tech | B Corp™, based in Pool-in-Wharfedale, Leeds! We’re on the lookout for experienced Appointment Setters who thrive in dynamic, target-driven environments. What makes this role stand out? ✅ Competitive Salary: £23,000 starting, increasing to £23,500 after six months. ✅ Uncapped Commission: Your success drives your earnings – hit 100% of your target and earn an extra £1,000! ✅ Hybrid Working: Enjoy the best of both worlds with flexible remote and office-based work. In this role, you'll be connecting customers with financial advisors, ensuring smooth and effective communication. We're looking for candidates with a strong background in outbound sales or customer service, who have excellent communication skills and attention to detail. You’ll also identify cross-selling opportunities and support the sales team. We’re more interested in your enthusiasm and professionalism than specific industry experience, though familiarity with financial services is a bonus! We provide full training and support to help you succeed. 🌟 Ready to make an impact and join a team that values its people? We’d love to hear from you! If you're interested, feel free to drop me a message! #LeedsJobs #YorkshireJobs #AppointmentSetter #SalesJobs #CustomerService #LeadTech #JoinOurTeam #HybridWork #Work #ContactCentre #OutboundSales #FinancialServices #LeadTech #LookingForJobChange #LookingForJobs #Recruiting #EmployerOfChoice #WestYorkshireCareers #HarrogateJobs #BradfordJobs

Delighted to share this feedback from Lead Tech | B Corp™ - at Art of Cloud - Salesforce Crest Partners we work hard at understanding our clients business and needs so that we can both support their day to day needs but also pro-actively identify ideas and improvements to increase both efficiency and growth within the business. Proud that our team deliver with honesty, openness and expertise day in day out and chuffed to bits to share this today Have a great weekend all 😀

We are excited to congratulate Samuel Wormald on his well-deserved promotion from Senior Business Development Manager to Head of Regional Partner Services here at Lead Tech! Sam’s dedication, hard work, and contributions have been incredibly valuable, and this new chapter marks a significant milestone in his journey with us. We’re confident he will continue to excel and bring great success in his new role. Congratulations, Sam—we can’t wait to see all the amazing things you’ll achieve!

Watch the highlights from this year's National Later Life Adviser Conference! Hear from some of our attendees and speakers about their thoughts on the day. It was great to see so many of you join us for a fantastic event. If you want to watch or re-watch the sessions from the day, please click here - https://okt.to/HTa8Be #air #laterlifelending #conference #highlights #event

We are thrilled to announce that our wonderful Rachel Birdsall has been promoted to Senior Sales Adviser today! After just over six months in our Contact Centre, Rachel's hard work, dedication, and positive attitude have not gone unnoticed. She's not only a star performer but also a joy to have around the office, often seen as our "mother hen." We want to congratulate Rachel on her well-deserved achievement and wish her all the best in her new role. We're excited to see her continue to shine and inspire us all! Well done, Rachel!

Congratulations to Samuel Wormald for being named July's Employee of the Month! This is his second win this year, amazing! Sam has truly gone above and beyond in his role, taking on extra tasks to improve processes within the Partner Services team. Your dedication and hard work have not gone unnoticed, and your team and colleagues deeply appreciate your efforts. Well done, Sam, on this well-deserved achievement!

June's Employee of the Month was none other than Graham Stockdale who has been at Lead Tech for an amazing 8 years! Here's what some of his colleagues had to say. 'Graham is a key member of the CX Team, consistently supporting all team members with his extensive knowledge. Nothing is ever too much for him; he always goes above and beyond to help anyone!' 'He's always got a smile on his face and doesn't have a bad bone in his body.' Well done Graham for achieving Employee of the Month!

Huge congratulations to you Jack Dooley. From all of us here at Lead Tech we wish you all the best to your future! Well done!