Hours:

35 hours per week shift patterns to support department operating hours on both permanent and fixed term contract basis. Regular Head Office presence required.

Salary:

£31,500 Per Annum

Closing Date:

Mon, 7 Oct 2024

We are recruiting for a Sales Expert to join our Review & Financial Advice Team. If you are a specialist in building meaningful relationships with customers, helping them identify their needs and relish working in a stretching commercial environment, then this role may be for you!

The Relationship Expert – Financial Advice role is a telephony-based sales role that boasts significant additional earnings through a performance-based incentive scheme; You will have the opportunity to earn bonuses of up to 55% of your salary per annum; paid quarterly. Appropriate selling behaviours and activities are very important whilst keeping the customers best interest at the centre of what you do.

It is an exciting time to join Skipton Building Society in a role where you will engage our customers in conversations around our Financial Advice Proposition. You will help identify their Investment, Inheritance Tax and Retirement Planning needs and following comprehensive journeys designed to support the customer experience, get them in front of a Financial Adviser.

Who Are We?

Not just another building society. Not just another job.

We're the fourth biggest building society in the UK and what makes us a bit different is that we're a mutual organisation. We don't have shareholders; we're owned by our members.

Our colleagues say Skipton's a great place to work, and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do. Whatever your background, and whatever your goals, we'll help you take the next step towards a better future.

You will be joining the Review & Financial Advice Team (RFAT) which is made up of around 40 highly skilled colleagues who provide expert support to The Society’s customers. The Review & Financial Advice Team has two distinct arms: Service and Sales. Our Service team look after The Society’s existing Financial Advice customers with everything from ad-hoc queries to providing them with detailed contractual reviews of their portfolios. RFATs Sales team does what it says on the tin: it is a commercially focussed function with stretching commercial targets. The priority for our sales team is to generate new business Financial Advice opportunities.

The Review & Financial Advice Leadership team includes a Senior Manager, 2x Team Managers, a Performance Support Specialist who looks after all our training and development needs, and a Proposition & Quality Specialist who supports the team to grow commercially. The Review & FA Team is a Financial Advice Distribution function however, our stakeholder network reaches right across the Homes & Money businesses within SBS.

What’s In It for You?

Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.

We have a range of other benefits available to you including.

• Annual discretionary bonus scheme

• 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days.

• Holiday trading scheme allowing the ability to buy and sell additional annual leave days.

• Matching employer pension contribution (up to 10% per annum)

• Colleague mortgage (conditions apply)

• Salary sacrifice scheme for hybrid & electric car

• A commitment to training and development.

• Private medical insurance for all our colleagues

• 3 paid volunteering days per annum

• Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups.

• We care about your health and wellbeing – we provide a range of benefits.

What Will You Be Doing?

• Through having effective conversations, the successful candidate will contact customers to develop and grow relationships via outbound and inbound telephony interactions.

• You will champion The Society’s Financial Advice proposition and will support customers with their financial planning needs such as investments, inheritance tax and retirement planning.

• You will work towards stretching commercial targets in a fast-paced environment.

• You will inform, motivate, and influence key stakeholders across all Contact Centre teams, ranging from Digital Based webchat colleagues to inbound telephony colleagues to Mortgage Advisers; engaging them with the Financial Advice Proposition and supporting them to become Financial Advice lead-generators.

• You will also be responsible for adhering to high standards of quality and performance, ensuring compliance to The Society’s conduct and regulatory frameworks. 

• Taking ownership of your own development, you will proactively seek out sources of knowledge and feedback so that you can discuss our range of services with confidence and connect with specialist colleagues to support each other.

What Do We Need from You?

• A passion for customer service and sales through service

• The ability to build meaningful relationships with customers using excellent communication skills.

• Proactivity and resilience, proven in a stretching commercial environment.

• Self-driven and motivated to work in a fast-paced commercial environment.

• Experience of working within commercially focussed teams/sales teams and driving high performance

• Experience of working towards stretching commercial targets

• Target fixation: priority-focused and success-driven in turn enabling you to achieve stretching commercial expectations.

• Sales intuition: the ability to dispense tactical sales skills.