Financial Planning Specialist
3 weeks ago
We are seeking a highly skilled Financial Planning Consultant to join our team at Cornmarket Group Financial Services Ltd.
About the RoleThe successful candidate will be responsible for making appointments with existing and new clients using a combination of inbound and outbound calls. They will effectively manage the diaries of our Financial Consultants to ensure that all appointments can go ahead as scheduled in line with our clients' expectations.
Key Responsibilities- Make and take calls to/from members of the public sector unions to arrange appointments with the company's Financial Consultants
- Book in quality appointments with a high probability of completing an FHC and potential sale(s)
- Provide advice and sell group protection policies to our clients
- Maintain up-to-date records for our clients on Salesforce
- Lead generation through promotion of other Cornmarket products/services
- Perform tasks in a compliant manner to set procedures and prescribed scripts
- Complete various administration duties, such as data entry/logging and scanning
- Full or partial QFA desired but not required
- Previous experience in dealing with customers over the phone
- Ability to upsell products
- Keen eye for detail and quality
- Excellent proven customer service skills
- Excellent verbal communication skills
- Proven track record in meeting and exceeding targets
- Strong customer focus and an ability to deal with the unexpected
- Strong IT Skills with good working knowledge of the MS office suite
- Knowledge of risk control & regulatory environment
- Commercial awareness
- Flexible working from home options as part of our Cornmarket Flex ways of working
- Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role)
- Annual leave (increases based on service)
- Flexi leave (option to take additional annual leave)
- Attractive & flexible pension contribution rates
- Health insurance or wellness subsidy
- Fully paid family leave types (maternity/paternity/surrogacy)
- Performance based bonus/commission
- Income protection
- Life cover
- Discounts on financial products
- Comprehensive health & wellbeing programme
- Employee Assistance Programme
- Active Sports & Social Club
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