Inbound Sales Advisor (Financial Services)
Inbound Sales Advisor (Financial Services)

Inbound Sales Advisor (Financial Services)

Chester Full-Time 24000 - 27000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Convert client enquiries into insurance policies and provide exceptional customer service.
  • Company: Established financial services team with a focus on customer satisfaction.
  • Benefits: Competitive salary with realistic OTE, plus opportunities for growth.
  • Why this job: Join a dynamic team and make a real difference in clients' lives.
  • Qualifications: 2 years’ experience in Financial Services and strong communication skills.
  • Other info: No outbound calling; all leads are qualified for you.

The predicted salary is between 24000 - 27000 £ per year.

Overview

Salary: £24-27K (Realistic OTE of £60K)

Location: Sale, Cheshire

Start Date: 2nd December 2019

Job Purpose

This is an amazing inbound sales opportunity for an experienced telesales advisor to join an established team responsible for selling a range of insurance products. You will establish customer needs and sell suitable products to meet those needs ensuring the right customer outcome is achieved. All leads will be qualified before being sent over and there is no outbound calling.

Responsibilities

  • To convert client enquiries to policies for prospective clients over the phone
  • To generate business equal to or in excess of monthly target
  • To provide every client with an exceptional customer service level and ensure TCF and best customer outcome is achieved
  • To use all data to maximise sales
  • To provide the client with the best possible advice
  • To ensure the client provides all relevant documentation and is chased up for this where required
  • To work and administer workflows, diaries and chase calls within required timescales
  • To ensure maximum revenue is collected by the business
  • To deal with all clients in a positive and professional manner
  • To give feedback / ideas on how processes can be improved / made more efficient
  • To act in a professional manner and deliver excellent customer service at all times
  • Deal with any client queries as required
  • To ensure computer records are kept up to date
  • To undertake any other duties that fall within the scope of this job

Skills

  • Highly driven
  • Ideally 2 years’ experience within Financial Services
  • Quick thinking and consultative
  • Dedicated
  • Strong people skills
  • Pro-active
  • Thinks ‘outside the box’ to service clients and achieve targets
  • Highly customer focused
  • Self-motivated
  • Ability to work towards and exceed targets
  • Excellent Communicator
  • Ability to work under own initiative or as part of a team

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Inbound Sales Advisor (Financial Services) employer: Thomas Cook

Join a dynamic team in Sale, Cheshire, where your sales expertise will be valued and rewarded. With a competitive salary and realistic OTE of £60K, we offer a supportive work culture that prioritises employee growth and exceptional customer service. Enjoy the benefits of working in a collaborative environment that encourages innovative thinking and provides ample opportunities for professional development.
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Contact Detail:

Thomas Cook Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Inbound Sales Advisor (Financial Services)

✨Tip Number 1

Get to know the company inside out! Research their values, products, and recent news. This way, when you chat with them, you can show off your knowledge and enthusiasm for what they do.

✨Tip Number 2

Practice your pitch! Think about how you’d sell their insurance products to a friend. This will help you sound natural and confident during the interview, making it easier to connect with the interviewer.

✨Tip Number 3

Be ready with examples! Prepare stories that showcase your sales skills and customer service experience. Use the STAR method (Situation, Task, Action, Result) to structure your answers and keep them engaging.

✨Tip Number 4

Don’t forget to follow up! After your interview, send a quick thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your interest in the role!

We think you need these skills to ace Inbound Sales Advisor (Financial Services)

Telesales Experience
Customer Service Skills
Sales Target Achievement
Consultative Selling
Data Utilisation for Sales
Documentation Management
Workflow Administration
Revenue Maximisation
Client Query Resolution
Professional Communication
Team Collaboration
Self-Motivation
Proactive Problem Solving
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Inbound Sales Advisor role. Highlight your experience in telesales and any relevant financial services background. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about sales and how you can contribute to our team. Keep it concise but engaging – we love a good story!

Show Off Your Customer Service Skills: Since this role is all about providing exceptional customer service, make sure to include examples of how you've gone above and beyond for clients in the past. We want to know how you ensure the best outcomes for customers!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Thomas Cook

✨Know Your Products Inside Out

Before the interview, make sure you have a solid understanding of the insurance products you'll be selling. Research common customer needs and how these products can meet those needs. This will help you demonstrate your expertise and show that you're ready to provide exceptional service.

✨Practice Your Sales Pitch

Since this role is all about converting enquiries into sales, practice your sales pitch beforehand. Role-play with a friend or family member to refine your approach. Focus on being consultative and addressing potential client concerns effectively.

✨Showcase Your Customer Service Skills

Be prepared to discuss specific examples of how you've provided excellent customer service in the past. Think of situations where you went above and beyond for a client, as this will highlight your dedication to achieving the best customer outcomes.

✨Prepare Questions for Them

Interviews are a two-way street, so come armed with questions about the company culture, team dynamics, and performance expectations. This shows your interest in the role and helps you assess if it's the right fit for you.

Inbound Sales Advisor (Financial Services)
Thomas Cook

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