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New Business Representative

Austin Fraser

Epsom

Hybrid

GBP 25,000 - 30,000

Full time

14 days ago

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Job summary

An established industry player is seeking a New Business Representative to join their dynamic team in Epsom. This role offers a structured training program and genuine career progression opportunities. As a representative, you will maintain product knowledge, respond to customer inquiries, and promote mortgage solutions. With a competitive salary and a comprehensive benefits package, including a pension scheme and professional study support, this position is perfect for someone looking to grow their career in a supportive environment. If you have a passion for customer service and a keen eye for detail, this opportunity is for you!

Benefits

Pension Scheme
BUPA Membership
Professional Study Support
Free Parking
Social Events
Staff Monthly Draw
Perkbox
Life Assurance
Income Protection
Season Ticket Loan

Qualifications

  • Experience working with savings or mortgages is advantageous.
  • Strong administrative and organizational skills are required.

Responsibilities

  • Maintain knowledge of all products and services offered.
  • Respond promptly to customer enquiries and follow up on leads.
  • Promote mortgage solutions to prospective customers.

Skills

Customer Service
Telephone Communication
Administrative Skills
Organizational Skills
Attention to Detail

Education

Experience with Savings or Mortgages

Job description

Our client is one of the leading employers in the area and are seeking a New Business Representative.

They offer professional and structured training and development opportunities, genuine career progression and a benefits package which is second to none.

* Based in Epsom
* Up to £25,000 (DOE) + discretionary bonus
* Hybrid
* 23 days holiday rising to 27 + option to buy and sell holiday
* Monday - Friday, 9am - 5:30pm

Job Description:
  1. Maintain an up to date knowledge of all products and services offered by the company.
  2. Respond promptly, accurately and efficiently to enquiries from customers.
  3. Proactively follow up enquiries made through marketing activities or the website.
  4. Deal with general tasks and special projects that are customer related.
  5. Promote the products and services offered, giving information on mortgages and additional loans to prospective and existing customers and to intermediaries.
  6. Proactively calling customers to provide details of alternative mortgage solutions.
Person Specification:
  1. Previous experience of working with savings or mortgages would be advantageous.
  2. Confident, clear and professional telephone manner.
  3. Strong administrative and organisational ability and a keen attention to detail.
Benefits:
  1. Pension Scheme
  2. BUPA Membership
  3. Professional Study Support
  4. Free Parking
  5. Social Events
  6. Staff monthly draw
  7. Perkbox
  8. Life assurance
  9. Income protection
  10. Season ticket loan
  11. Buy and sell holiday

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited's Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

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