Job Title:
Financial Planning Advisor
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About the Role:
This is a challenging opportunity to join our Financial Planning Support team. As a Financial Planning Advisor, you will be responsible for making appointments with existing and new clients using a combination of inbound and outbound calls. You 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.
You will also provide financial advice to clients specifically interested in protection policies and assist clients in applying for group cover. This is a target-driven role, and you will need to meet weekly/monthly targets related to call volume, appointment scheduling, and product sales.
The ideal candidate will have excellent communication skills, a keen eye for detail, and quality, as well as a proven track record in meeting and exceeding targets.
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Key Responsibilities:
1. Making and taking calls to/from members of the public sector unions to arrange appointments with our financial consultants.
2. Booking in quality appointments with a high probability of completing an FHC and potential sale(s).
3. Providing advice and selling group protection policies to our clients.
4. Maintaining up-to-date records for our clients on Salesforce – including activity on leads and opportunities.
5. Dealing with clients in a professional and timely manner.
6. Lead generation through promotion of other products/services.
7. Performing tasks in a compliant manner to set procedures and prescribed scripts.
8. Completing various administration duties, such as data entry/logging and scanning.
9. Participating in team meetings, looking for and suggesting ways in which existing processes could improve.
10. Complying with quality control and regulatory requirements relevant to this role.
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Skills & Qualifications:
* Full or partial QFA desired but not required, willingness to work towards same as part of the MCC requirement essential.
* Previous experience in dealing with customers over the phone.
* Ability to upsell products.
* A 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 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.
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What We Offer:
* 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.