Retirement Options Specialist — Hybrid Annuity Sales

LV=; Bournemouth; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A financial services company in Bournemouth seeks a motivated Retirement Options Specialist to handle annuity sales calls and provide exceptional customer service. In this hybrid role, you'll inform customers about options, manage calls, and facilitate appointments for further advice. Candidates should possess strong sales, communication, and analytical skills, and be working towards financial qualifications. An attractive benefits package is offered, along with a sales bonus scheme.

Benefits

26 days' holiday

Annual bonus scheme

Flexible benefits

Competitive pension scheme

Employee Assistance Programme

Qualifications

• Previous experience in a phone-based role with a focus on customer experience.
• Compliance and professionalism in a regulated sales environment.
• Ability to manage workloads independently and prioritize effectively.

Responsibilities

• Conduct non-advisory annuity calls, informing customers of their options.
• Manage inbound calls for retirement solutions with professional guidance.
• Generate new leads and contribute to profitability initiatives.

Skills

Excellent customer experience

Sales background

Communication skills

Numerical skills

IT skills

Education

R04 exam within 6 months

RO1 exam within 12 months

CF level exam pass

Job description

A financial services company in Bournemouth seeks a motivated Retirement Options Specialist to handle annuity sales calls and provide exceptional customer service. In this hybrid role, you'll inform customers about options, manage calls, and facilitate appointments for further advice. Candidates should possess strong sales, communication, and analytical skills, and be working towards financial qualifications. An attractive benefits package is offered, along with a sales bonus scheme.