New Business Representative

Our client is one of the leading employers in the area and are seeking a New Business Representative. They offer professional & structured training & development opportunities, genuine career progression and a benefits package which is second to none.

Up to £23,600 ** Pension Scheme ** BUPA Membership ** Regular Performance Reviews ** Bonus Scheme ** Professional Study Support ** 20 days holiday a year rising to 27 days

FREE PARKING

Based in Epsom, Monday – Friday,  and working a Saturday morning once a month (9:00am -12.00pm) for which an additional allowance is paid.

What you’ll be doing;

• Maintain an up to date knowledge of all products and services offered by the company
• Respond promptly, accurately and efficiently to enquiries from customers
• Issue relevant literature, illustrations and application forms for savings accounts
• Promote the products and services offered, giving information only
• Mortgages and additional loans to prospective and existing customers and to intermediaries
• Proactively follow up enquiries made through marketing activities or the website
• Respond to requests for progress updates from customers or intermediaries
• Maintain filing and record keeping systems for each mortgage application
• Deal with general tasks and special projects that are customer related
• Proactively calling customers to provide details of alternative mortgage solutions
• Provide support and cover for other team members as requested.

What you need to be considered for this role;

• Must be educated to GCSE level 5 grade A – C (minimum C grade in both Math’s & English)
• Previous experience of working with savings or mortgages
• Previous customer service / call centre experience is preferred but not essential
• Previous experience of handling incoming telephone calls
• A background in financial services, banking, insurance or similar would be an advantage
• Strong administrative and organisational ability and a keen attention to detail
• Confident, clear and professional telephone manner
• Flexible approach to working hours – participate in the Saturday morning rota