Future Planning Advisor

Recruiter
Manchester Outsourcing
Location
Stretford
Salary
18000.0000
Posted
08 Feb 2017
Closes
08 Mar 2017
Contract Type
Permanent
Hours
Full Time

Working on the Damsons Future Planning Campaign you will offer a number of future planning products that aim to give customers the peace of mind in knowing that all their affairs are in order, such as:

  • Will Writing
  • Trusts
  • Estate Administration
  • Funeral Plans

The main objective is to assist customers plan their future and provide security that all their assets are protected.

Working at our Pomona Strand, Manchester office we can offer free on-site parking and great transport links (Pomona Strand tram stop is outside our building).We also offer great company benefits, facilities and UNCAPPED commission that is banked weekly.

Job Profile:

The role involves taking calls from and making outbound calls to potential customers offering future planning products.

Inbound, outbound, web leads and hot keyed telephone based role generating interest and assessing customers plan their future

  • Ability to manage own pipeline
  • Match relevant features and benefits to customer needs
  • Meet individual daily targets as set by the business
  • Flexible to change in order to meet business needs
  • Work within regulatory and Data Protection requirements
  • Apply 'Treating Customers Fairly’ (TCF) principles

Skills & Experience

  • Resilient and flexible in a demanding and fast paced environment
  • Attention to detail
  • Uses initiative and is accountable to take ownership and action
  • Ability in adhering to internal and external policies and procedures
  • Demonstrate ability to achieve in a target focused sales environment
  • Effective communication and rapport building skills
  • Comfortable and confident in handling objections on a regular basis
  • Use appropriate questioning and listening techniques
  • Ability to identify own development needs
  • Team player

Working Hours Mon-Fri 09:45am-7pm (early finish Friday 5pm reviewed quarterly) NO WEEKENDS