Sales Expert

skipton; Skipton; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Discretionary bonus

Holiday allowance 25–30 days

Pension matching up to 10%

Private medical insurance

Flexible working

Wellbeing app

Job summary

Skipton is seeking a Sales Expert for the Money Advice Team to engage with members, explore savings and investment needs, and connect them with support that can improve their financial outlook. The role emphasizes energy, curiosity and commercial focus in every conversation to deliver strong outcomes.

You’ll join a supportive, ambitious team that values customer outcomes, with blended working and regular time at Head Office to collaborate with colleagues and grow your skills.

Qualifications

• A genuine passion for helping customers and delivering sales through great service.
• Strong communication skills, with the confidence to build rapport and trusted relationships.
• Energy, resilience and motivation in a stretching commercial environment.
• The ability to work at pace while staying focused on doing the right thing for members.
• Demonstrable experience in a commercially focused/sales-led team, with a strong performance mindset.

Responsibilities

• Build positive, trusted relationships with members through inbound and outbound telephony conversations.
• Bring our Advice proposition to life, helping members consider needs such as savings, investments, inheritance tax and retirement planning.
• Achieve stretching commercial targets while keeping member outcomes at the heart of what you do.
• Inspire colleagues across Contact Centre teams to recognise quality Advice opportunities.
• Deliver high standards of quality, compliance and performance in line with our conduct and regulatory expectations.
• Keep growing your knowledge by seeking feedback, learning from others and working with specialist colleagues.

Skills

Sales experience

Communication skills

Energy and resilience

Customer focus

Job description

Hours: Full time, 35 hours per week working shift patterns supporting department operating times with occasional Saturday morning shifts on a rota basis.

Salary: £31,850 Per Annum

Closing Date: Fri, 2 Oct 2026

The salary for this role is up to £38,900 , dependent on experience, with a performance-based bonus of up to 55%! You’ll also work from Head Office at least three days per week , giving you regular time with the team while supporting a blended working approach.

Could you use your sales experience to help people feel more confident about their financial future? We're looking for a Sales Expert to join our Money Advice Team , have meaningful conversations with members and connect them with support that could make a real difference.

In this role, you'll bring energy, curiosity and commercial focus to every conversation. You'll help members explore their needs, understand their options and take positive steps towards their goals, with the opportunity to earn performance-based bonuses of up to 55% of salary per annum for delivering strong outcomes in the right way.

You’ll be joining a supportive and ambitious team that celebrates great performance, values the right customer outcomes and gives you the opportunity to keep developing your skills.

At Skipton, we're Founded on Fairness. We exist to do right by our members, and we believe that starts with doing right by our people. If you're looking for a role with purpose, support and room to grow, you'll find it here.

What you’ll do

In this role, you'll help members make more of their money by supporting conversations around savings, investments and financial advice. You'll work closely with colleagues across the Money team, using your curiosity and commercial focus to create great experiences and identify opportunities to improve.

Your key responsibilities will include:

• Build positive, trusted relationships with members through inbound and outbound telephony conversations.
• Bring our Advice proposition to life, helping members consider needs such as savings, investments, inheritance tax and retirement planning.
• Achieve stretching commercial targets while keeping member outcomes at the heart of what you do.
• Inspire colleagues across Contact Centre teams to recognise quality Advice opportunities.
• Deliver high standards of quality, compliance and performance in line with our conduct and regulatory expectations.
• Keep growing your knowledge by seeking feedback, learning from others and working with specialist colleagues.

What you’ll need

• A genuine passion for helping customers and delivering sales through great service.
• Strong communication skills, with the confidence to build rapport and trusted relationships.
• Energy, resilience and motivation in a stretching commercial environment.
• The ability to work at pace while staying focused on doing the right thing for members.
• Demonstrable experience in a commercially focused/sales-led team, with a strong performance mindset.
• Confidence working towards stretching targets and celebrating success as part of a team.
• A clear focus on priorities, performance and delivering successful outcomes in the right way.
• Commercial awareness and the confidence to use sales skills thoughtfully and appropriately.

What’s in it for you?

Your work matters. And the way we reward you matters, too.

At Skipton, you'll be recognised for the difference you make. Alongside competitive pay, you'll have access to benefits designed to support your life in and outside work.

• Annual discretionary bonus scheme.
• 25 days' annual leave, plus bank holidays, rising by one day each year to a maximum of 30 days.
• Matching employer pension contributions of up to 10% each year.
• Colleague mortgages and access to selected Skipton products and services at discounted rates.
• Flexible working options to help balance your commitments.
• Private medical insurance, a health and wellbeing app, volunteering opportunities, cycle-to-work scheme and discounted gym memberships.
• Lifestyle perks, including Home and Tech vouchers for retailers such as Currys and IKEA.

About Skipton

Our story began in 1853 in Skipton, North Yorkshire. Today, you ' ll find us across England and Scotland, from Aberdeen to Plymouth.

We help over a million members put down roots, save for what matters and feel good about their money. As a mutual, our members own us, so everything we do is for them. You'll see that purpose in the way our colleagues support one another, challenge ideas and work together to make life better.

It all means that life at Skipton is more exciting than you might imagine.

Life at Skipton

We listen, share ideas and make decisions together. That means you'll have the support, trust and encouragement you need to do work you're proud of.

For most roles, we offer blended working, combining time at home with time spent together in person. The right balance will depend on your role, your manager and your team.

We value what everyone brings to Skipton and wo