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Financial Services Advisor

2 months ago

Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time
Financial Services Advisor Opportunity

We are seeking a highly motivated and results-driven Financial Services Advisor to join our team at Lime Search & Select Ltd. As a Financial Services Advisor, you will play a crucial role in providing expert financial advice to individuals across the UK, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Make outbound calls to consumers to discuss their financial needs and provide tailored solutions
  • Receive inbound calls and respond to consumer inquiries in a professional and courteous manner
  • Work closely with our Financial Advisory team to provide solutions that meet consumer objectives
  • Maintain accurate and up-to-date records of consumer interactions and workflow
  • Ensure compliance with Ofcom standards and TCF regulations
  • Provide fair and reasonable outcomes for all consumers and clients
  • Collaborate with our lead generation team to ensure seamless communication and effective lead conversion
Requirements:
  • Strong sales experience within a targeted B2C environment
  • Ability to achieve targets and use initiative to overcome objections
  • Excellent customer service skills and a great telephone manner
  • Flexibility to work a mix of shifts, including early mornings and late evenings
What We Offer:

A competitive salary and benefits package, as well as the opportunity to develop your skills and career in the financial services industry.