Customer Sales Advisor

Greys Specialist Recruitment Ltd; Stockport; On-site; GBP 26,000 - 30,000; Full time

Benefits offered by this job

Generous commission

Bonus structure

Full training

Career progression

Ongoing development

Collaborative environment

Job summary

Greys Specialist Recruitment Ltd is recruiting for a Customer Sales Advisor for a well-established financial services client in Stockport. The role centers on understanding customers’ financial situations, explaining options clearly, and guiding them to suitable solutions.

It blends customer service, relationship-building and sales with a strong emphasis on listening before recommending. You’ll engage with customers, conduct assessments, build trust, and work toward individual sales targets.

Qualifications

• Experience in sales, financial services or advisory environment preferred.
• Ability to listen, understand customer needs and explain options clearly.
• Willingness to work toward targets and manage conversations from start to solution.

Responsibilities

• Speak with customers to understand their circumstances and requirements.
• Conduct detailed customer assessments.
• Build rapport and establish trust.
• Explain available financial solutions clearly and professionally.
• Help customers understand benefits and implications of options.
• Manage conversations from initial contact through to solution.
• Work towards individual performance and sales targets.
• Maintain accurate customer records and follow regulatory requirements.
• Provide a consistently high level of customer service.

Skills

Customer service

Sales

Active listening

Communication

Job description

Our client is a well-established and fully licensed financial services business based in Stockport, supporting customers who are looking for practical solutions to their financial circumstances.

They are now looking to appoint a Customer Sales Advisor to join their team. This is a customer-focused role for someone who enjoys speaking with people, understanding their circumstances and helping them find the right solution.

You'll have conversations with customers about their financial situation, understand their needs and explain the options available to them in a clear and straightforward way. The role combines customer service, relationship building and sales, with a strong emphasis on listening and understanding before recommending a suitable solution.

You’ll be responsible for:

• Speaking with customers to understand their circumstances and requirements
• Conducting detailed customer assessments
• Building rapport and establishing trust
• Explaining available financial solutions clearly and professionally
• Helping customers understand the benefits and implications of different options
• Managing customer conversations from initial contact through to the appropriate solution
• Working towards individual performance and sales targets
• Maintaining accurate customer records and following regulatory requirements
• Providing a consistently high level of customer service

We're looking for someone who is confident, personable and comfortable having sensitive conversations with customers.

Previous experience in sales, financial services, customer service or an advisory environment would be beneficial. Experience within debt solutions or IVA is useful but is not essential, as full training will be provided.

What really matters is your ability to listen, build trust and understand what someone actually needs. You'll need to be empathetic, professional and able to explain information clearly, while also being comfortable working towards targets and taking responsibility for your own performance.

The role offers:

• £26,000-£30,000 basic salary, depending on experience
• Realistic OTE of £50,000
• Generous commission and bonus structure
• Full training and ongoing development
• Clear opportunities for career progression
• Supportive and collaborative working environment

This is an excellent opportunity for someone who enjoys working with people and wants to build a career within a professional financial services environment.