Customer Sales Specialist

We are delighted to be supporting an award winning Financial Services organisation recruit a Customer Sales Advisor on a full time, permanent basis.

This is a fantastic opportunity for a talented, ambition customer service and/or sales professional to join a highly reputable organisation where you will work part of a small team and play a vital role in supporting existing clients by providing expert guidance on protection products.

Your main responsibilities will include:

• Contact existing clients to discuss their mortgage protection needs and provide relevant advice
• Appointment Scheduling: Arrange and manage appointments efficiently to ensure a seamless client experience
• Reporting & Documentation: Maintain accurate records of client interactions, appointments, and recommendations.
• Outbound Calling: Proactively reach out to clients to offer protection solutions and follow up on inquiries.
• Provide expert guidance on Buildings & Contents (B&C) insurance, ensuring clients have the right coverage.
• Work closely with mortgage advisers and other team members to deliver a comprehensive service.

To be considered for this opportunity, we are looking for the following background / experience:

• Previous experience in customer service, financial services, or insurance is preferred
• Our client would consider individuals with experience from debt management, sales, telephony support
• Strong communication and interpersonal skills to build lasting client relationships
• Comfortable asking open questions to truly identify customer needs
• Keep up to date with a range of products available and align to customers requirements
• Ability to manage multiple tasks efficiently, including scheduling and reporting.
• Knowledge of protection products and B&C insurance is advantageous.
• A proactive and client-focused approach to delivering exceptional service.

Reward

• Salary up to £27k per annum plus uncapped bonus
• Generous holiday allowance
• Opportunity to work in a dynamic and growing company
• A supportive team environment with a real focus on client satisfaction
• Industry leading training and career development opportunities towards becoming a successful Mortgage Advisor
• Pension
• Monday to Friday 9-5.30pm
• Private Healthcare
• Cycle to work scheme
• … and more!

Next Steps

For further information, please apply by emailing your CV to Utopian Recruitment ASAP. Our client is looking to interview and recruit these positions as soon as possible.

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Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it isn’t always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.

Equal Opportunities

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.

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