Customer Sales Advisor - Financial Services

Just Recruitment Group
19 Mar 2019
31 Mar 2019
Contract Type
Full Time
Are you a highly skilled Customer Sales Advisor looking for a new opportunity?

My client a well regarded financial services organisation based in the town centre are looking for Customer Advisor - outbound to join their team - this is an exciting opportunity to be able to build and develop a successful career allowing for further training and development.

Your role will include contacting existing clients and taking personal and financial information in a professional and efficient manner. Qualifying the customers and updating their personal Information.

Key skills required:

-Excellent phone manner

-The ability to work effectively towards business goals

-Works well under pressure, and within tight deadlines

-Efficient and organised, with excellent attention to detail

-Highly motivated


-Excellent communication skills – both oral and written

-Good IT skills

Key Duties:

-Responsibility to ensure your own clients and pipeline are dealt with in an efficient manner.

-Responsibility to ensure that all processes set out for the team and individuals are followed.

-To respond quickly and positively to any request from a department or Manager within and demonstrate flexibility in approach to work where this is required.

-Always conducting business, and acting in a way that represents the company, and the ethos of the Company at all times.


-Achievement of minimum compliance standards as laid out by the Company, and its regulators, and Data Protection adherence to.

-Attention to detail in every aspect is vital

Working hours: Monday to Friday

Holiday allowance: 20 days per annum plus bank holidays or lieu days

Salary - £20k with an OTE of £25k

Excellent progression and training available

Similar jobs

Similar jobs