Retirement Options Coordinator in Bournemouth

About the Role

We have an opportunity for a proactive individual to join an established team as a Retirement Options Coordinator. Within this exciting role, you will act as a first point of contact to existing and prospective retirement advice customers. You’ll establish and understand customer needs and requirements, to assess and identify the best options for the customer and provide a high-quality handover to the appropriate colleague within the Advice & Direct team.

Key Responsibilities

• Providing exceptional customer service to all customers, clearly explaining their options and ensuring regulatory requirements are met consistently.
• Engaging with new and existing customers and corporate partners via inbound and outbound calling and digital mediums to introduce potential retirement advice solutions, form and agree on the best action suitable for the customer and provide a high-quality handover to an LV= colleague as appropriate.
• Providing a strong level of ongoing customer engagement and support.
• Self-generating leads and business by proactively contacting leads generated via the internet, existing members and other marketing channels.
• Identifying where customers would benefit from receiving advice or where other solutions may be more suitable.
• Providing daily support to all teams within A&D, to include booking appointments, adding workflows and contacting clients.
• Acting as a subject matter expert for our defined benefit corporate partners, demonstrating a good knowledge of our internal process, fees and scheme rules.
• Consistently meeting the required regulatory standards to deliver positive customer outcomes.
• Provide an outstanding level of customer service and build a strong rapport with customers.
• Proactively identify your own self-development needs to achieve personal and business goals via development frameworks.
• Contributing your ideas and initiatives to the business to increase profitability.
• Consistently meeting the required standards defined by the LV= Risk Management function and external regulatory bodies.

About You

• Demonstrate strong IT and numerical skills.
• Be a fantastic communicator, with the ability to listen, build trust and provide an excellent customer experience.
• Be willing to learn and grow within your role, focusing on development opportunities where possible.
• Efficiently managing your time to meet deadlines and manage conflicting priorities.
• Have an excellent eye for detail and produce accurate work.
• Build strong working relationships with your team members and the wider business.
• Have experience of working within a phone-based environment.
• Previous sales experience in a regulated environment is desirable but not essential.
• R01 qualification would be desirable but is not essential.

Rewards & Benefits

• 26 days' holiday – increasing after two years of service to 28 days.
• The opportunity to buy or sell up to five days of holiday.
• An annual bonus scheme based on company and personal performance.
• Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance.
• Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements).
• Group Life Assurance of four times your basic pay to your dependents (you’ll have the option to increase this to 8 x cover).
• Group Income Protection, if you enroll into the pension scheme and reach 5 years of service.
• Employee Assistance Programme (EAP) service for support when you need it.
• Virtual GP service.
• Shared parental leave.
• Up to 20% discount on our life products for you and your immediate family.

Please note all salary sacrifice benefits are subject to National Minimum Wage requirements i.e. you are unable to select any benefits that would reduce your base pay below the minimum wage threshold.

Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship for your application to be considered.

We’re proud of our inclusive culture at LV= and, as an equal-opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it’s right for you, our members and customers, and our business, then we’ll do everything we can to make it happen.