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For Companies At a Glance
- Tasks: Make warm calls to existing customers and build lasting relationships.
- Company: Join a well-established financial services business supporting small UK businesses.
- Benefits: Enjoy career progression opportunities and a dynamic team environment.
- Why this job: Perfect for those seeking growth in the financial sector with a supportive culture.
- Qualifications: Some work experience preferred, but strong communication skills are key.
- Other info: This role is a great entry point into the financial services industry.
The predicted salary is between 28800 - 43200 £ per year.
Our client is a well established financial services business who provide funding solutions to small businesses across the UK. They are growing significantly, and are looking for a number of customer retention specialists to join their dynamic team in central Liverpool.
The role is responsible for making warm outbound calls to existing business customers in order build and maintain lasting relationships and to identify new opportunities, which would be passed onto the field sales team.
You will promote the range of services and products offered by the business, building a pipeline of contacts, and managing these contacts in terms of diarising call backs/keep in touch calls throughout the year.
We are looking for candidates who have had some work experience, ideally within a similar customer service or sales related environment, however this isn’t essential – more importantly you will have excellent communication skills, good attention to detail, be self motivated and able to work in a fast paced environment.
This role is seen as a stepping stone into the financial services sector, and offers genuine career progression for ambitious individuals.
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Customer retention specialist employer: CBC Recruitment Solutions
Contact Detail:
CBC Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer retention specialist
✨Tip Number 1
Familiarise yourself with the financial services industry, especially funding solutions for small businesses. Understanding the products and services offered will help you engage more effectively with customers during your calls.
✨Tip Number 2
Practice your communication skills by role-playing potential customer interactions with a friend or family member. This will help you feel more confident when making those warm outbound calls.
✨Tip Number 3
Develop a system for managing contacts and follow-ups. Being organised is key in this role, so consider using a digital tool or app to keep track of your call backs and maintain relationships.
✨Tip Number 4
Show your enthusiasm for the role and the company during any conversations or interviews. Highlight your motivation to grow within the financial services sector and how you can contribute to the team’s success.
We think you need these skills to ace Customer retention specialist
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and skills required for the Customer Retention Specialist position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: Even if you don't have direct experience in customer service or sales, think about transferable skills from previous roles. Emphasise any experience that showcases your communication skills, attention to detail, and ability to work in a fast-paced environment.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you're interested in the role and how you can contribute to the company's success. Mention your motivation to build relationships and identify new opportunities.
Proofread Your Application: Before submitting, make sure to proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at CBC Recruitment Solutions
✨Showcase Your Communication Skills
As a customer retention specialist, excellent communication is key. During the interview, make sure to articulate your thoughts clearly and listen actively. Practice common interview questions with a friend to refine your responses.
✨Demonstrate Your Customer Service Experience
Even if you don't have direct experience in a similar role, think about any customer service or sales-related experiences you've had. Be ready to share specific examples of how you've successfully handled customer interactions or resolved issues.
✨Research the Company and Its Services
Familiarise yourself with the financial services business and the range of products they offer. This will not only help you answer questions more effectively but also show your genuine interest in the role and the company.
✨Prepare Questions for the Interviewer
Having thoughtful questions prepared shows your enthusiasm for the position. Ask about the team dynamics, opportunities for career progression, or how success is measured in the role. This can also help you determine if the company is the right fit for you.
