Retirement Introducer

1 week ago

Belfast, United Kingdom Just Retirement Full time
Sales and Business Development

Retirement Introducer 6 Month FTC

Belfast
Role Overview

As a Retirement Introducer you will play a pro-active part in our customers remaining committed to completing their retirement journey through our service by delivering a great customer experience.


This is a telephone based role and whilst there is a small amount of administration involved, you will spend the majority of your time on the phone assisting our customers directly through inbound or proactive outbound calling.


Training is provided and you will have a Team Leader who will ensure you have everything you need to complete your role successfully and thrive.

Key Responsibilities

  • To deal with inbound calls and product enquiries, across all services, fulfil requests for information and create/book Appointments.
  • To fully understand and be able to skilfully deliver the key benefits of the service, manage objections in a polite and professional manner with the aim of booking an Appointment.
  • To manage and maintain a diary system that ensures call
- backs are well timed and delivered.

  • To provide a prompt, friendly and efficient initial point of contact for customers within a team based call centre environment.
Key Skills

  • Excellent verbal, written communication and interpersonal skills, with the ability to present complex information in a clear and concise manner
  • Excellent analysis skills, with ability to utilise information to build & influence continuous improvement
Overview of Company

We're a specialist UK financial services group focusing on attractive segments of the UK retirement income market but guess what, we're not your traditional financial services company and we're not just looking for traditional financial services people.


We need agile operators, who can quickly find solutions and are committed to doing the right thing for our customers.

To fulfil our purpose to help people achieve a better later life.


In 2021 we were named as one of the UK's 100 Best Large Companies to work for and accredited as a 2 star organisation, representing outstanding levels of engagement.

Alongside these we were also recognised as one of the Financial Services' 30 Best Companies to Work For, London's 75 Best Large Companies to Work For, South East's 100 Best Companies to Work For and Northern Ireland's 10 Best Companies to Work For.

We're extremely proud to have achieved this against the backdrop of the pandemic and the many challenges it posed to our colleagues and customers.


Benefits:

  • Such as a Competitive Salary, Pension Scheme and Life Assurance
  • Along with 25 Days Annual Leave plus an Additional Day on us for your Birthday
  • Private Medical Cover and Income Protection, just in case
  • A Bonus Scheme that takes a balanced approach and looks at both 'in role performance' but also 'the behaviours and attitudes you exhibit at work'
  • FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)
  • Plus we have a variety of Employee Funded Benefits available to our Employees via our Online Benefits Portal
Contact Info

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