Phoenix Group

Trainee Customer Consultant

Phoenix Group

full-time

Posted on:

Origin:  • 🇬🇧 United Kingdom

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Job Level

Entry Level

About the role

  • Job Type: Permanent Location: The role will be based in our Edinburgh office and be office-based for the first 6 months before moving to the option of a home/office split. Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about Phoenix Flex here. We want to be the best place that any of our 6,600 colleagues have ever worked. We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet. We are currently recruiting Trainee Customer Consultants to join our Telephony Guidance team. This is a fantastic opportunity if you enjoy building rapport and putting customers at the heart of what you do. If you have a burning desire to help customers, put in place the plans they need to have the future they dream of then we would love to hear from you. You will be providing guidance to customers across our pension product range, demonstrating your understanding of your customer’s situation and needs by keeping them informed of all relevant options, risks and benefits as well as explaining any technical questions in a simple way whilst remaining compliant and jargon free. You will be on a pathway to becoming a fully qualified Customer Consultant, at Phoenix we commit to investing in your future, providing support for you to obtain the role required R01 & R04 qualifications. The programme includes on-going training and development that will enable you to progress to full competence and takes around 18 to 24 months. What are we looking for?

Requirements

  • Proven track record of delivering exceptional customer service within Financial Services A commitment to study and achieve Financial Services qualification R01 and R04 along with achieving full competence and progress to Customer Consultant within 24 months Experience of conducting customer focused conversations Effective questioning and listening skills with the ability to build rapport with customers over the telephone Preferably have knowledge of pension products and experience of managing risk