Customer Solutions Specialist

Advanced Inheritance; York; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Ein dynamisches Unternehmen sucht einen Customer Solutions Specialist, der Kunden bei der Beantragung von Nachlasskrediten unterstützt. In dieser Rolle sind Sie verantwortlich für die Kundenansprache, die Bewertung der Kreditberechtigung und die Bereitstellung klarer Informationen über die Produkte. Sie werden in einem unterstützenden Team arbeiten und die Möglichkeit haben, in einem agilen, technologieorientierten Umfeld zu wachsen. Wenn Sie eine Leidenschaft für Kundenservice haben und in einem einfühlsamen Umfeld arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Benefits

Leistungsbasierte Anreize

Umfassende Schulung

Karriereentwicklungsmöglichkeiten

Unterstützendes Arbeitsumfeld

Qualifications

• Erfahrung im Telesales oder Kundenservice, idealerweise im Finanzdienstleistungssektor.
• Fähigkeit zur klaren und effektiven Kommunikation, sowohl mündlich als auch schriftlich.

Responsibilities

• Kundenengagement durch Anrufe und schriftliche Kommunikation.
• Feststellung der Berechtigung für einen Nachlasskredit.

Skills

Telesales Erfahrung

Kundenservice

Kommunikationsfähigkeiten

Empathie

Verkaufsmotivation

Organisationsfähigkeiten

Tools

WhatsApp

E-Mail

Job description

4 days ago Be among the first 25 applicants

Direct message the job poster from Advanced Inheritance

CEO at Advanced Inheritance | Funding for beneficiaries & executors

About Us:Advanced Inheritance is a dynamic and agile financial services provider specialising in probate lending. We leverage cutting-edge technology to offer empathetic and efficient financial solutions to individuals navigating the complexities of probate. Our team is dedicated to providing exceptional customer service and support during potentially challenging times.

Our Products:

• Inheritance Advance:This product allows beneficiaries to access a portion of their inheritance before the probate process is completed. The advance is repaid directly from the estate once the probate process is finalised.
• Estate Advance:Designed for executors, this product provides funds to cover estate-related expenses, including inheritance tax (IHT) and estate management costs. This helps to alleviate financial pressures on the estate prior to distribution.

Job Description:

Role Overview: As a Customer Solutions Specialist, you will be responsible for engaging with customers who are interested in obtaining a probate loan. Your primary goal will be to provide information, establish eligibility, and guide customers through the loan application process, ensuring a smooth and supportive experience.

Key Responsibilities:

• Customer Engagement: Manage inbound and outbound calls to potential customers who have expressed an interest in probate loans as well as written customer communications via email and WhatsApp.
• Eligibility Assessment: Establish customers' eligibility for a probate loan based on their entitlement to receive an inheritance or their status as an estate executor.
• Information Provision: Clearly explain the features, benefits, and terms of probate loans to customers.
• Loan Application Process Explanation: Discuss how the loan products work, guide customers through the loan application process and ensure all required documentation is requested from the customer.
• Relationship Building: Develop and maintain positive relationships with customers, providing ongoing support and follow-up.
• Compliance: Adhere to all regulatory and internal company policies, ensuring ethical and compliant sales practices.
• Performance Tracking: Meet and exceed sales targets and performance metrics.
• Working as part of a team: Working with a highly experienced team in a supportive and collaborative environment.

About the Candidate:

• Experience: Previous telesales or customer service experience, preferably in financial services.
• Communication Skills: Excellent telephone manner with the ability to communicate clearly and effectively, both verbally and in writing.
• Empathy: Ability to sympathize with customers who may be bereaved, providing compassionate support where appropriate.
• Sales Driven: Highly motivated and sales-driven with a proven track record of meeting or exceeding sales targets.
• Outstanding Service: The ability to meet challenging service standards and put the needs of the customer first.
• Remote Work: Comfortable and productive working from home, with the flexibility to work from our office in York as required.
• Organizational Skills: Ability to manage multiple tasks and prioritise effectively.
• Technology: Comfortable working in a fast-paced digital environment using a range of software solutions.
• Competitive salary with performance-based incentives.
• Comprehensive training will be provided.
• Opportunities for career advancement within the company.
• Supportive and collaborative work environment.
• Experience working in a dynamic, agile, and tech-driven company.

How to Apply: Interested candidates are invited to submit their CV and a cover letter detailing their relevant experience and why they are a good fit for this role to [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

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