Financial Specialist - Dunmow Crown Office - CM6 1AL

Financial Specialists/Customer Sales Consultant

Working effectively with the branch team to build stronger and more profitable relationships with our customers, through the sale of products that meet our customers' needs and excellent customer service.

Requirements:

You will ideally have customer service experience and be comfortable working with targets. Ideally, you will have worked in the financial products industry i.e. mortgages, loans, credit cards etc however this is not essential. Many successful Customer Advisors have come from mobile phone, retail or contact centre roles, it's more important that you have experience helping customers and putting their needs first.

Contract Length: Permanent

Hours: 25 per week - This will be a fixed duty pattern over 4/5 day week.

Salary: £17,134 per annum rising to £20,891 pro rata for part time, based on a 35 hour working week (subject to satisfactory performance) with the opportunity to earn commission and a target related bonus.

Closing Date: 18 March 2013

Work Location: Office Based

Please note that voluntary terms apply to this vacancy, there will be no eligibility for an excess fares claim.

Responsibilities:

Conduct structured Personal Review interviews (face-to-face or by telephone) with customers to review their financial position and needs.

Identify sales, cross-sales and referral opportunities from their interviews.

Provide customers with ideas/options on financial products and services that are directly relevant to their needs, helping our customers make the right decisions.

Be pro-active in the branch during down-time; greeting customers in the branch to assist them with their general needs with a view to identifying sales opportunities.

Deal with incoming customer queries on the telephone or in the branch.

Identify complaints and take ownership of complaints which can be resolved immediately, in accordance with the business complaint handing standards.

Manage your own diary - ensure you maintain a full diary of appointments or contacts to make with customers.

Generate leads through telephoning customers ('warm' calling).

Check quality and potential of the referred customers prior to the customer meetings using data gathered from previous meetings

Maintain knowledge of the Post Offices range of personal products and services.

Ensure paperwork is kept up-to-date - e.g. referral of leads, logging concerns, completing applications, monitoring progress of applications on behalf of customer, managing customer pipeline (e.g. future needs).

Monitor own sales performance at regular intervals in a day and working effectively with the team.

Coach and work with colleagues to enhance their ability to develop leads and increase the quality and volume of referrals.

Take leading role in the weekly Branch team meeting.

Attend daily preview/review team meeting and share knowledge.

Demonstrate helpful customer relations behaviours.

Maintain a log of future sales opportunities, specific to individual customer needs, and follow up on these by booking further appointments.

In return we offer an excellent salary and benefits package which includes a pension scheme, generous holiday entitlement together with the opportunity to gain a Financial Specialist Licence of Accreditation.

To submit an application, please click on the link 'apply'

As of 1 st April 2012, Post Office Ltd has separated from Royal Mail Group and has become an Independent Company. Should you accept an offer of employment for a role within the Post Office, your employer would be Post Office Ltd. Likewise, should you accept an offer of employment for a role within Royal Mail, your employer would be Royal Mail Group.
Salary: . Date posted: 06/03/2013