Financial Services Sales Representative

Wesleyan

Posted 1 week ago, 4 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: fa4fd3a661c141cc9b0a349490280f0a

Promote our services to customers, via both Outbound and Inbound calling, and ensure quality appointments are booked for our Financial Advisers

Build strong relationships with your Financial Advisers whilst managing their diaries, resulting in excellent outcomes for both them and our customers

Evidence strong communication skills with both internal and external stakeholders via a wide range of channels (Outbound/Inbound calls, email, and web platforms)

Ensure outstanding attention to detail in all administration work completed for customers and Financial Advisers

With an expectation to deliver to KPI's each month, ensure you are proactive in managing your own diary and keeping up to date with any business changes. In return, we provide comprehensive training and outstanding support to enable you to achieve these and set you up for success.

This is the perfect opportunity for anyone looking to start or continue their career within the financial services industry. If you've previously worked in a similar role, have strong customer service skills (having worked in a retail or sales role), and are able to demonstrate a great work ethic and attitude, this job is for you., You have some customer interaction experience and are a 'people-person'

You will possess strong attention to detail (your administration needs to be accurate and call conversations need to meet compliance standards)

This is a busy role, as such you'll need to be pro-active (you take initiative!) and have a great work ethic (you give 100%)

As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation's most trusted professions: GPs, hospital doctors, dentists, and teachers., Equal Opportunities: Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone's contribution counts, and we believe everyone has the right to proudly be themselves. We're building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

Salary: Up to £23,000 dependent on skills and experience (Plus a bonus of up to £500 per month - OTE up to £29,000), 28 days annual leave (plus 1 additional "culture day" & bank holidays) - increases to 30 days with 5 years' service

Free secure underground Birmingham city centre parking (available on weekends for personal use - subject to availability)

Cashback and discounts on major brands in retail, leisure, health, and wellbeing