Estate Planning Call Advisor – Hybrid Role

Estate Planning Call Advisor – Hybrid Role

Full-Time 26573 - 32479 £ / year (est.) Home office (partial)
Co-op

At a Glance

  • Tasks: Guide customers through estate planning calls with clarity and empathy.
  • Company: Join a supportive team at Co-op, dedicated to helping others.
  • Benefits: Enjoy generous benefits, hybrid working, and professional development opportunities.
  • Other info: Flexible hours with evening shifts and one Saturday every three weeks.
  • Why this job: Make a real difference in people's lives while developing your skills.
  • Qualifications: Strong communication skills and a passion for helping others.

The predicted salary is between 26573 - 32479 £ per year.

Co-op is recruiting a Call Service Representative to join our Estate Planning Advisory team in the UK.

You will take inbound and some outbound calls, guiding customers with clarity and empathy while updating records in our system.

The role is 37.5 hours weekly, Monday to Friday, with some evening shifts and one in three Saturdays.

Training occurs at a local office, followed by hybrid working per policy, with generous benefits and development opportunities.

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Estate Planning Call Advisor – Hybrid Role employer: Co-op

Co-op is an excellent employer that fosters a collaborative and innovative work culture, particularly for the Senior Power Platform & Automation Engineer role. With a strong focus on employee growth, you will have opportunities to mentor colleagues and lead digital transformation initiatives while enjoying the flexibility of a hybrid working model in Manchester. The company values your contributions and offers a supportive environment where you can thrive and make a meaningful impact.

Co-op

Contact Details:

Co-op Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Estate Planning Call Advisor – Hybrid Role

Get to Know the Company Culture

Before jumping into applications, it’s super helpful to understand the vibe at Co-op. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.

Join Customer Support Communities

Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Co-op before they even post them.

Attend Job Fairs or Networking Events

Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!

Show Off Your Skills with Customer Interactions

In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!

We think you need these skills to ace Estate Planning Call Advisor – Hybrid Role

Customer Service Skills
Communication Skills
Empathy
Record Keeping
Call Handling
Time Management
Problem-Solving Skills

Some tips for your application 🫡

Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.

Tailor Your Cover Letter to Co-op:Your cover letter is your chance to shine! Tell us why you want to work at Co-op specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!

Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!

Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Co-op!

How to prepare for a job interview at Co-op

Show Off Your People Skills

In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!

Know the Tools of the Trade

Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!

Show Genuine Enthusiasm

As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!

Practice Common Scenarios

Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.