Sales Advisor / Appointment Generator

Job Detail

South Wales

£14,000 - £18,000

The Client

A leading finance organisation with a strong presence on the High Street is looking for Customer Service Advisors / Appointment Generators to contact existing customers and talk through their options, booking appointments for them to review their current finances and build relationships with their local branch advisors.

The Role

· Contacting existing customers at typical points throughout their existing product life cycle and offering reviews
· Building and maintaining group relationships with customers who may feel that they can not review their finances in the current economic crisis
· Helping build consumer confidence by booking reviews for them at their local branches
· Having a good knowledge of products and competitors (this will be trained)
· Understand and work towards regulatory requirements such as data protection
· Processing all administration accurately and efficiently

Experience Required

· Experience within an upselling or cross selling role within financial services is essential
· Outbound calling experience would be an advantage but is not essential
· Most importantly is a passion for excellent customer service and a confidence with building rapport and encouraging customers to have a review – even if that only confirms their current position is the best result and no sales are made by the branch
· The ability to speak Welsh would be a strong advantage

Rewards

· This role offers a basic salary of around £14k, plus bonus structure (OTE £16,900)
· Good holidays and benefits
· Flexible working hours 8am – 8pm Mon – Fri with occasional Saturday mornings 9am – 1pm (35 hours per week)