13 Oct
Wesleyan
Birmingham
Job description
FINANCIAL SERVICES SALES REPRESENTATIVE
Salary : Up to £23,000 dependent on skills and experience (Plus a bonus of up to £500 per month OTE up to £29,000)
Permanent
Hybrid working (office based in Birmingham) Currently 1 day in the office per week
As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members.
We specialise in providing financial services to some of the nation’s most trusted professions : GPs, hospital doctors, dentists, and teachers.
To find out more about what we do, visit our website : https : / / www.wesleyan.co.uk / about
We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options.
Your role :
This is the perfect opportunity for anyone looking to start or continue their career within the financial services industry.
If you’ve previously worked in a similar role, have strong customer service skills (having worked in a retail or sales role), and are able to demonstrate a great work ethic and attitude, this job is for you.
What you’ll be doing :
- Promote our services to customers, via both Outbound and Inbound calling, and ensure quality appointments are booked for our Financial Advisers
- Build strong relationships with your Financial Advisers whilst managing their diaries, resulting in excellent outcomes for both them and our customers
- Evidence strong communication skills with both internal and external stakeholders via a wide range of channels (Outbound / Inbound calls, email, and web platforms)
- Ensure outstanding attention to detail in all administration work completed for customers and Financial Advisers
- With an expectation to deliver to KPI’s each month, ensure you are proactive in managing your own diary and keeping up to date with any business changes.
In return, we provide comprehensive training and outstanding support to enable you to achieve these and set you up for success.
We’re looking for :
- You have some customer interaction experience and are a people-person’
- Experience of meeting targets is highly advantageous
- You can hold a good conversation and are able to communicate professionally
- You have a genuine interest in getting into the world of Financial Services
- You will possess strong attention to detail (your administration needs to be accurate and call conversations need to meet compliance standards)
- This is a busy role,
as such you’ll need to be pro-active (you take initiative!) and have a great work ethic (you give 100%)
Benefits :
- 28 days annual leave (plus 1 additional culture day & bank holidays) increases to 30 days with 5 years’ service
- Free secure underground Birmingham city centre parking (available on weekends for personal use subject to availability)
- Annual performance-based bonus
- Pension contributions matched (+ 2%)
- Cashback and discounts on major brands in retail, leisure, health, and wellbeing
- Enhanced maternity & paternity pay
- 2 volunteering days per year
To find out more about some of the great benefits Wesleyan offer, visit our careers page : https : / / careers.wesleyan.
co.uk / applicantPortal / rewards
What to know before applying :
Equal Opportunities : Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves.
We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.
Reasonable Adjustments : We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.
VISA Sponsorship : We are unable to provide VISA sponsorship,
and therefore cannot employ anyone who does not have the legal right to live and work in the UK within our recruitment process you will be asked to provide evidence of your Right to Work.
Advert Closing : We typically advertise for two weeks, though we reserve the right to close adverts early if we receive a high volume of applications;
we would therefore recommend an early application if you’d like to be considered for our opportunities.
▶️ Financial Services Sales Representative
🖊️ Wesleyan
📍 Birmingham