Customer Representative – Pension Income

Customer Representative – Pension Income 
Leeds, West Yorkshire 

Are you a talented, communicative and eager individual seeking a new challenge? Could you thrive within a financial services role as a Customer Representative? If so, we want to talk to you. 

About Us: 

We are Age Partnership, a leading provider of retirement solutions for the over 50s. Since 2004 we have been helping current, and soon-to-be, retirees make the most of their finances, enabling them to enjoy their retirement. 

Now, we’re looking for a friendly and personable Customer Representative to join our team in Leeds. 

Your Rewards: 

- Salary of £20,000 
- OTE of £28,000 - £35,000 
- The opportunity to gain CeMAP and CeRER qualifications to progress into a Mortgage/Equity Release Advisor role 
- 25 days’ holiday plus Bank Holidays 
- Your birthday off 
- Life assurance 
- Cash healthcare plan 
- Childcare vouchers 
- Cycle to work scheme 
- Free parking 
- Auto-enrolment pension scheme 

Joining our fun, fast-paced environment, you will discover in-depth training to enable your career and a supportive team of professionals. You will be provided with full product knowledge and the tools to enable you to become a Pension Income Specialist. 

This is a challenging, yet highly rewarding role that will see your earnings soar if you have the drive and commitment to fulfil your potential. 

Your Role: 

As a Customer Representative, you will provide high levels of customer care and service to our customers to ensure they make the right choice of product to fund their retirement. 

Initially joining our Retirement Academy Team, you will develop your skills and learn all about our products prior to moving into the Pension Income area. 

Specifically, you will: 

- Provide telephone-based support to customers 
- Build rapport with customers 
- Respond to inbound enquiries 
- Make outbound calls 
- Deliver non-advisory pension income information directly to customers 
- Administer and arrange relevant applications whilst proactively seeking to increase the number of qualified advice referral applications 
- Adhere to all relevant policies, procedures and legislation 

About You: 

To be considered as a Customer Representative, you will need: 

- Previous experience of dealing with customers over the phone 
- Experience of working to targets 
- Great communication skills 
- A positive, ‘can do’ attitude 
- A proactive approach 

Other organisations may call this role Customer Representative, Customer Service Specialist, Customer Care Executive, Customer Service Representative, or Pension Specialist. 

We would be interested in hearing from you if you have held the role of Pension Income Specialist, Sales Executive, Internal Sales Executive, Telesales Executive, or Customer Service Agent. 

Please note, the working hours for this role are four days per week 9am-5.30pm, one day per week 11.30am-8pm and one in every four Saturdays – 9am-5pm. 

Webrecruit and Age Partnership are equal opportunities employers, value diversity and are strongly committed to providing equal employment opportunities for all employees and all applicants for employment. Equal opportunities are the only acceptable way to conduct business and we believe that the more inclusive our environments are, the better our work will be. 

So, if you are looking to progress within financial services as a Customer Representative, please apply via the button shown. This vacancy is being advertised by Webrecruit. The services advertised by Webrecruit are those of an Employment Agency. 

Working Hours: four days per week 9am-5.30pm, one day per week 11.30am-8pm and one in every four Saturdays – 9am-5pm