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- Tasks: Help customers secure a guaranteed income for life through annuity plans.
- Company: Join Phoenix Group, a leader in financial services with a commitment to customer care.
- Benefits: Enjoy flexible working, competitive salary, 38 days leave, and private medical cover.
- Why this job: Perfect for those who love connecting with people and making a real impact on their financial futures.
- Qualifications: Experience in customer service and a commitment to achieving the R04 qualification within a year.
- Other info: Diversity is valued; all backgrounds are encouraged to apply.
The predicted salary is between 27000 - 35000 £ per year.
Join to apply for the Annuity Consultant role at Phoenix Group.
Job Type: Permanent
Location: Edinburgh
Flexible working: All roles are open to part-time, job-share, and other flexible arrangements. We will discuss your preferences during the recruitment process.
Closing Date: 27th May
Salary and benefits: £33,300 to £35,000 plus 8% bonus up to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3 volunteering days, and more.
The role involves recruiting Annuity Customer Consultants to join our Advice and Guidance team. This role is ideal if you enjoy building rapport and focusing on customer needs. You will support customers purchasing a guaranteed income for life through an annuity plan, providing guidance on purchasing and setup, either via Standard Life or the whole market. Interactions are inbound and outbound via phone, mail, email, online, using hybrid technology.
We support your professional growth, including obtaining the R04 qualification within 12 months, with ongoing training and development to progress to full competence.
What We’re Looking For:
- Proven experience in delivering exceptional customer service in Financial Services, with knowledge of pension products and risk management.
- Commitment to studying and achieving the Financial Services qualification R04 within 12 months.
- Experience in customer-focused conversations, with effective questioning, listening skills, and rapport-building over the phone.
Our Commitment:
We value diversity and welcome applicants from all backgrounds. If your experience differs from the listed requirements but you believe you can contribute, we encourage you to apply. Please inform us of any adjustments needed for the recruitment process.
Additional Information:
Guide for Candidates
Contact Us
Job Details
Seniority level: Entry level
Employment type: Part-time
Job function: Consulting, IT, Sales
Annuity Consultant employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Annuity Consultant
✨Tip Number 1
Familiarise yourself with annuity products and the financial services industry. Understanding the basics of how annuities work and the different types available will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Practice your customer service skills, especially over the phone. Since the role involves a lot of inbound and outbound communication, being able to demonstrate effective questioning and listening skills will set you apart from other candidates.
✨Tip Number 3
Show your commitment to professional development by researching the R04 qualification. Being knowledgeable about this qualification and expressing your eagerness to achieve it within the specified timeframe can impress the hiring team.
✨Tip Number 4
Network with current or former employees of Phoenix Group on platforms like LinkedIn. Gaining insights into the company culture and expectations can give you an edge in your application and interview process.
We think you need these skills to ace Annuity Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in delivering exceptional customer service, particularly in Financial Services. Emphasise any relevant knowledge of pension products and risk management to align with what Phoenix Group is looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping customers and your ability to build rapport. Mention your commitment to studying for the R04 qualification and how your skills can contribute to the Advice and Guidance team.
Highlight Relevant Experience: In your application, provide specific examples of previous roles where you engaged in customer-focused conversations. Use metrics or outcomes to demonstrate your effectiveness in these situations, as this will resonate well with the hiring team.
Proofread Your Application: Before submitting, carefully 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 in a consulting role.
How to prepare for a job interview at Phoenix Group
✨Know Your Products
Familiarise yourself with annuity products and pension plans. Understanding the details will help you answer questions confidently and demonstrate your expertise in financial services.
✨Showcase Customer Service Skills
Prepare examples of how you've delivered exceptional customer service in previous roles. Highlight your ability to build rapport and focus on customer needs, as this is crucial for the Annuity Consultant position.
✨Practice Effective Communication
Since the role involves inbound and outbound communication, practice your questioning and listening skills. Be ready to engage in conversations that reflect your ability to connect with customers over the phone.
✨Express Commitment to Learning
Demonstrate your willingness to achieve the R04 qualification within 12 months. Discuss your commitment to ongoing professional development and how it aligns with the company's support for growth.
