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For Companies At a Glance
- Tasks: Engage with clients, provide expert advice on mortgage protection, and manage appointments.
- Company: Join an award-winning financial services organisation known for its client satisfaction.
- Benefits: Enjoy a competitive salary, uncapped bonuses, generous holidays, and private healthcare.
- Why this job: Be part of a supportive team focused on client success and career growth opportunities.
- Qualifications: Previous customer service or sales experience preferred; strong communication skills are essential.
- Other info: Work Monday to Friday, 9-5.30pm, with industry-leading training provided.
The predicted salary is between 16200 - 19800 £ 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:
- 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. 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 Buildings & Contents insurance. Understanding these areas will not only boost your confidence but also enable you to engage in meaningful conversations with potential clients.
✨Tip Number 2
Practice your communication skills, especially how to ask open-ended questions. This will help you uncover client needs more effectively and demonstrate your ability to provide tailored solutions.
✨Tip Number 3
Network with professionals in the financial services sector. Attend industry events or join relevant online groups to connect with others who can share insights and possibly refer you to opportunities.
✨Tip Number 4
Prepare for potential role-play scenarios during interviews. Being able to showcase your customer service skills in a practical setting can set you apart from other candidates.
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. Use keywords from the job description to demonstrate that you meet the requirements.
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 supported clients in the past and how you can contribute to the team.
Highlight Communication Skills: Emphasise your strong communication and interpersonal skills in both your CV and cover letter. Provide examples of how you've built lasting relationships with clients and effectively identified their needs.
Showcase Proactivity: Demonstrate your proactive approach by mentioning any instances where you've taken the initiative to improve client experiences or streamline processes. This aligns well with the role's focus on providing exceptional service.
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 demonstrate how you would handle client interactions. Practising these situations can help you feel more comfortable and show your proactive approach.
✨Showcase Your Team Spirit
Emphasise your ability to work collaboratively within a team. Share examples of how you've successfully supported colleagues in the past, as this role involves working closely with mortgage advisers and other team members.
