Customer Account Handler

**Job description**

**The Role**

As a part of a passionate, enthusiastic and driven team, Customer Account Handler will be the first point of contact for all sales opportunities at Homewise.

You will provide customers with details of our products and services whilst capturing information which will determine if our products might be suitable. You will be looking to gain commitment throughout your journey with the customer. The role does involve working to meet achievable targets.

The basic salary for this role is £25,000, with a total of £28,500 OTE.

This role provides a clear progression path to the more senior Customer Account Manager role.

**In this role you will be**:

- Generating valuations with partner agents for customers who require one.
- Providing customers with details of products and services bespoke to their position in the Homewise sales journey.
- Gaining commitment from your customers to move to the next stage. Ensuring our product suits their needs and is a viable option for them.
- Consulting with key stakeholders and coordinating with the Customer Account Manager's diaries for optimum efficiency.
- Developing great relationships with all your customers, understand their goals and aspirations. Create original and pragmatic solutions to overcome any objections stopping the customer achieving their goals.
- Referring to the call flow when discussing plan details with customers. Using call flows to discuss our products with your customers at the earliest stages of the customer journey.
- Update company CRM after every customer interaction with relevant, accurate notes that reflect conversations had with your customers.
- Gaining commitment from your customers to our products and own all your customer interactions. Representing the company values, compliance policies and principles in every interaction.
- Overcoming and responding to objections raised by customers. Be proactive and pragmatic with finding solutions.
- Passing all quality and compliance elements required of your role.

**Experience and Qualifications**
**Customer Account Handler** **will have**:

- Experience of working in sales environment.
- Confidence in communicating with customers over the telephone in a target driven environment.
- Strong communication skills both written and verbal, especially over the telephone.
- A friendly and approachable demeanour.
- A proactive nature.

**Customer Account Handler** **will ideally have**:

- Telephone and video-based sales experience.
- Experience of working in the property industry.
- Experience working in an FCA environment.
- MS Dynamics knowledge and experience.

**Key skills and personal qualities**
- Excellent communicator - both written and verbal
- Good and active listening
- Target Driven
- Problem solving
- PC literate
- Good diary management and organisation
- Ability to work well as part of a wider team

This role is a full-time permanent role. Salary is £25,000 per annum with on target earnings of £28,500 per annum.

**A bit about us**

At Homewise, we help change the lives of people aged 60+ through our Home for Life Plan; enabling them to live in their dream home for much less than the market value and create security for their future too.

We're a family run business and have been helping people find their ideal home for over 50 years. Our family values form the foundations of our business - our team are our number 1 priority, and our customers' wellbeing is at the core of everything we do.

Whilst our office is in Worthing, we help people across England and Wales. It's a great time to be joining our growing business as we develop plans for national, digitally led, expansion, and continue to invest into our systems and teams to deliver our plans to help hundreds more people this year.

We pride ourselves on the first-class service delivered to customers and are always looking for ways to improve not only our service but our systems, communications, and marketing practices to drive our performance. We look forward to meeting more like-minded people to join our growing teams.

**What’s in it for you?**

From our large open plan office that’s just a stone’s throw from the beach and a 10-minute walk from the rail station, we take care of our people by providing:

- Competitive salary with yearly reviews*
- Uncapped commission
- Holiday entitlement starts at 25 days plus bank holidays and increases with length of service
- Homewise Rewards (our in-house recognition programme)
- Regular Health & Wellbeing initiatives
- In-house Learning and Development department
- Mental Health First Aiders
- Company pension scheme*
- Enhanced sick pay scheme*
- Corporate NHS cash back scheme*
- Employee Assistance Programme*
- Regular social and charity-focused events, as well as volunteering opportunities
- Worthing town centre location
- *applicable for some roles after qualifying period_

Any personal information you share with us will be treated in line with our compa