Job Description
Who We Are At Cornmarket , we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are looking for a Financial Planning Support Agent to join our Life Sales team. Financial Planning Support Agents are responsible for making appointments with existing clients, on behalf of our team of Financial consultants, on a primarily outbound call basis. The role holder will be effectively managing the diaries of our Consultants to ensure that all appointments can go ahead as scheduled in line with our clients' expectations. This is an entry level position within the Life department, one which provides an ideal opportunity to individuals looking to carve out a future in financial services. The role holder will receive on the job training and coaching to enable them to excel in terms of their own contribution, with strong encouragement and reward to undertake QFA exams. Accountabilities of the Role Making and taking calls from members of the public sector unions to arrange appointments with the company's Consultants Meeting monthly targets which are built around call volume and appointment scheduling (alongside these targets comes an excellent monthly bonus structure) Dealing with clients in a professional and timely manner with a customer first approach Cross-selling other Cornmarket products and services Performing tasks in a compliant manner to set procedures and prescribed scripts Completing various administration duties, such as data entry/logging and scanning Participating in weekly team meetings Continuously looking for and suggesting ways to improve existing processes What We Can Offer You Flexible working from home options as part of our Cornmarket Flex ways of working Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role) Annual leave (increases based on service) Flexi leave (option to take additional annual leave) Attractive & flexible pension contribution rates Health insurance or wellness subsidy Fully paid family leave types (maternity/paternity/surrogacy) Performance based bonus/commission Income protection Life cover Discounts on financial products Comprehensive health & wellbeing programme Employee Assistance Programme Active Sports & Social Club Skills & Knowledge Required Previous experience in dealing with customers over the phone or in a customer service role desired Excellent verbal communication skills Proven track record in meeting and exceeding targets Strong IT Skills with good working knowledge of the MS office suite Ability to adapt to and learn new tasks Highly motivated to work to defined targets Behavioural Competencies Required Drive for results and target driven Approachable and a can-do attitude Excellent communication skills Quality-focused, Customer First approach Strong attention to detail Excellent PC & Microsoft Word Skills Ability to learn and carry out tasks in line with procedure Team player Equal Opportunities & Data Privacy Notice Cornmarket is committed to building an inclusive workplace environment, We're proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, marital status, membership of the Traveller Community, national origin, race, religion, sexual orientation. We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process click the Continue to Application or Login/Register to apply button below.