Personal Adviser - CCC
- Pay Range £15,480 - £18,000
- 37.5 hours per week flexible contract
Hours per week |
quote reference |
| Sorry - no vacancies | n/a |
Purpose of the Role
Generate and maximise telephone sales opportunities in a dynamic environment providing exceptional customer service within the appropriate legal and regulatory framework
Key Accountabilities
Sales
- Understand and identify customer needs, give advice and recommend the most appropriate products and services to maximise all potential sales opportunities across each area of the business.
- Achieve sales targets both by selling to customer directly and by providing quality leads to Financial Consultants.
- Achieve personal sales targets and contribute towards those of the team.
- Undertake in-bound and out-bound calls to maximise sales activity.
Customer Service
- Engage with the customer and use appropriate communication and listening skills to identify each customer’s individual needs and provide a personal and professional service.
- Emanate expertise in all the Society’s products and services in order to gain customers’ confidence, loyalty and commitment.
- Be professional in manner and appearance. Be empathetic, sympathetic, and enthusiastic as appropriate.
Quality & Control
- Understand and operate within all relevant compliance requirements, including internal systems of control.
- Aim to achieve First Call resolution for the customer where ever possible.
Systems & IT
- Understand and utilise all relevant systems
- Interpret and analyse customer and product data to identify and sell to customer needs.
Processes & Procedures
- Follow appropriate Society processes and procedures in all areas of role.
Team Working
- Contribute effectively to team goals
- Share best practice to assist the team to develop and to encourage quality leads.
Product Knowledge
- Demonstrate and maintain in-depth and up-to-date product knowledge to allow leads to be generated and sales achieved.
- Use knowledge to proactively advise and recommend appropriate products and services to customers.
Self-development
- Take ownership and responsibility for own personal development with the support of line manager
- To undertake any other duties as reasonably requested by management
- To comply with relevant legislation, regulation and codes of practice affecting the Group.
In addition to all of the above you may be expected to perform other duties as reasonably requested by your Manager. All employees may be requested to participate in cross functional working at any given time at the request of the Nationwide Group.
Knowledge and Skills
- Computer literate
- Excellent verbal communication and listening skills. Professional telephone manner
- Ability to understand, interpret and analyse information from a variety of sources – essential
- Good knowledge of the financial services industry and current trends in building society products and services - desirable
- Good time management skills
- Ability to prioritise
- Good influencing and negotiating skills
- Ability to identify, understand and give priority to satisfying the needs of the Society’s customers
- Strong aptitude for turning general enquiries into sales
- Ability to multi-task when dealing with telephone calls
Values
- Member focused
- Commercial awareness
- Delivering results effectively
- Trusted team player
- Socially responsible
- Simplicity
| Please quote job reference: |
| H0225 |
