Retirement Helpdesk Consultant/Pension Sales-Financial Services

Job Title: Retirement Helpdesk Consultant

Salary: Competitive

Location: Bristol (BS1)

Job Type: Full Time, Permanent

Hours: 40 hours per week, Monday to Friday shift patterns between 8am - 7pm, occasional

Saturdays

Job Role:

Our Client is looking for a Retirement Consultant to follow up, support and guide clients who are considering and actively engaged in securing a retirement income with their pension. They are the #1 annuity broker in the UK and the largest drawdown provider for non-advised clients. New pension freedoms give retirement clients more choice and flexibility than ever before. As part of the Retirement Team you will gain an in-depth knowledge of the UK's retirement market and play a key role in maintaining their market position

You will:

• Become an expert at helping their non-advised clients fully understand their options and secure competitive benefits
• Develop your sales skills by running your own diary of prospective clients
• Take responsibility for securing new business for the Company

This is a phone based role and you will be a point of contact for individual and corporate clients looking to secure retirement benefits. You will be able to clearly explain complex matters and fully engage clients with the services they offer. You will also be expected to proactively chase new business leads, ensuring that clients choose to use the service. They are looking for someone who is versatile, self-motivated, prepared to work hard and is looking for a challenge. You should enjoy speaking to clients and above all be driven to seek the best outcome for your client and for the Company.

Key Duties and Responsibilities:

• Help clients understand the range of retirement options available to them
• Be available to take and answer inbound calls on the retirement line within the service standards set
• Follow up new business leads as directed (time and date specific) - outbound calling
• Produce and dispatch accurate illustrations where required by clients
• Maintain a diary of ongoing leads
• Act as a point of contact for individual clients
• Liaise with third parties on clients behalf
• Respond to client correspondence in a timely manner
• Liaise internally to ensure client experience is the best possible
• Proactively feedback on client trends, competitor activity and standout cases to assist the marketing effort
• Proactively look for ways to improve the quality and profitability of the products and services they offer their clients
• Ensure clients are treated fairly, in accordance with regulatory guidelines
• Refer any instances of client dissatisfaction or suspicion of money-laundering appropriately
• Maintain a professional approach at all times
• Enhance our reputation for excellence within the industry

Person Specification

Essential Skills and Experience:

• 2 A Levels, grade C or above (or equivalent), GCSE Maths and English grade C or above
• Basic computer literacy
• Experience of a client facing role
• Experience of a pensions based role
• Experienced in handling challenging conversations
• Excellent verbal communication skills
• Excellent telephone manner
• Excellent written & numeracy skills
• Excellent attention to detail
• Excellent organisational skills
• Ability to perform under pressure
• Ability to self-manage workloads
• Ability to work within FCA regulations
• Client satisfaction orientated
• Patient, reliable, conscientious and trustworthy
• Sense of pride from doing a good job
• Drive to deliver outstanding client service

Desirable Skills and Experience:

• Degree level or above in any discipline
• Any business/financial services related qualification
• Working Knowledge of UK personal pension and retirement market
• Competent computer user, proficient with Microsoft Office and using in-house systems
• Good general knowledge of financial services
• Experience of working on a helpdesk
• Experience of holding positions of responsibility (work or non-work related)
• Experience of a sales role
• Experience of running your own workload
• Confident, accomplished telephone manner
• Ability to prioritise workload and meet deadlines
• Problem solving skills
• Analytical skills
• Ability to use initiative
• Genuine interest in financial services
• Willingness to learn and desire to develop professionally
• Strong desire to contribute to the Company's success and uphold its exceptional reputation

Please click the APPLY button to send your CV for this role.

Candidates with the experience or relevant job titles of; Retirement Helpdesk Consultant, Business Support Executive, Sales Executive, Business Development Manager, Financial Services Sales, Pensions Sales, Retirement Consultant, Sales Consultant, Sales Advisor may also be considered for this role.