customer relations Leeds, England
Job description
This is a fantastic opportunity to join a market leading financial services organisation based in Leeds. My client is currently seeking a new addition to their pensions team, where you will be responsible for assisting customers in making the appropriate choice of product to fund their income in retirement.
This is an ideal role if you have previous experience of working in customer service and are interested in building a career in financial services.
Duties will include:
Answer and respond to inbound enquiries regarding a range of retirement income solutions.
Demonstrate a proactive approach to making outbound calls to potential customers generating new business leads.
Proactive contact with customers, making best use of the leads available at all times.
Provide customers with accurate and relative information to help them to better understand their financial options at retirement.
Provide guidance and where appropriate establish if customers would benefit from the assistance of a qualified financial adviser.
Administer and arrange relevant applications whilst proactively seeking to increase the number of qualified advice referral applications.
Liaise with providers with an aim to obtain the highest rates available.
Achieve agreed monthly business targets.
Adhere to pension income documented processes and ensuring that records are kept appropriately in line with the company’s record keeping and file quality requirements.
Applicants must have:
GCSE A-C or equivalent in Maths and English
Experience of working in a contact centre environment
Experience of working towards KPI’s
Job Types: Full-time, Permanent
Salary: £25,000.00 per year
Benefits:
- Company events
- Company pension
- Gym membership
Supplemental pay types:
- Bonus scheme
Work Location: In person
Reference ID: CRS3495
