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For Companies At a Glance
- Tasks: Engage with clients to discuss mortgage protection needs and provide expert advice.
- Company: Join an award-winning financial services organisation known for its client satisfaction.
- Benefits: Enjoy a salary up to £27k, generous holidays, private healthcare, and career development.
- Why this job: Be part of a supportive team focused on client success and personal growth.
- Qualifications: Previous customer service or sales experience preferred; strong communication skills essential.
- Other info: Work Monday to Friday, 9-5.30pm, with opportunities for industry-leading training.
The predicted salary is between 21600 - 37800 £ per year.
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, ambitious customer service and/or sales professional to join a highly reputable organisation where you will work as 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:
- Contacting 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.
- Providing expert guidance on Buildings & Contents (B&C) insurance, ensuring clients have the right coverage.
- Working 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. To keep up to date with current opportunities be sure to follow the Utopian Professional Recruitment page on LinkedIn, Instagram & Facebook.
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.
Customer Sales Specialist employer: Utopian Professional Recruitment Ltd
Contact Detail:
Utopian Professional Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Sales Specialist
✨Tip Number 1
Familiarise yourself with the specific protection products and B&C insurance that the company offers. This knowledge will not only help you in conversations but also demonstrate your commitment to understanding their services.
✨Tip Number 2
Practice your communication skills by engaging in role-play scenarios with friends or family. Focus on asking open questions to uncover customer needs, as this is crucial for building strong client relationships.
✨Tip Number 3
Network with professionals in the financial services sector, especially those with experience in customer sales. Attend industry events or join relevant online forums to gain insights and make connections that could benefit your application.
✨Tip Number 4
Showcase your proactive approach by preparing examples of how you've successfully managed multiple tasks in previous roles. Be ready to discuss these during any interviews to highlight your organisational skills.
We think you need these skills to ace Customer Sales Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service, sales, or financial services. Emphasise any roles where you've provided expert guidance or managed client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and sales. Mention specific examples of how you've successfully met client needs in the past, particularly in relation to protection products or insurance.
Highlight Communication Skills: In your application, emphasise your strong communication and interpersonal skills. Provide examples of how you've built lasting relationships with clients and effectively identified their needs through open questioning.
Showcase Proactivity: Demonstrate your proactive approach by mentioning instances where you've taken the initiative to reach out to clients or improve processes. This aligns well with the role's requirement for outbound calling and appointment scheduling.
How to prepare for a job interview at Utopian Professional Recruitment Ltd
✨Know Your Products
Familiarise yourself with the protection products and Buildings & Contents insurance. Being able to discuss these confidently will show your expertise and help you connect with clients' needs.
✨Practice Active Listening
During the interview, demonstrate strong communication skills by actively listening to the interviewer. This will help you understand their questions better and respond more effectively, showcasing your interpersonal skills.
✨Prepare for Role-Play Scenarios
Be ready for potential role-play scenarios where you might need to handle a client call. Practising how to ask open questions and provide tailored advice can set you apart from other candidates.
✨Showcase Your Team Spirit
Emphasise your ability to work collaboratively with others, especially mortgage advisers and team members. Share examples of past experiences where teamwork led to successful outcomes, highlighting your proactive approach.
