Financial Consultant: Client Solutions & Growth

Old Mutual Limited; Newcastle upon Tyne; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services organization based in Newcastle is seeking a Financial Consultant to provide tailored advice on financial products to clients. The role involves customer service, relationship management, and compliance with operational standards. Applicants should possess a Matriculation Certificate and be skilled in consultative selling and customer relationship development. This position offers an opportunity to be part of a dynamic team committed to achieving positive customer outcomes.

Qualifications

• Ability to sell consultatively and manage customer feedback effectively.
• Strong customer service and understanding of customer needs.
• Proficient in identifying sales opportunities and using sales data management tools.

Responsibilities

• Provide advice on a range of products to allocated market.
• Handle customer inquiries and ensure compliance with standards.
• Maintain accurate customer data in the CRM system.
• Make outbound calls to potential customers for relationship building.
• Follow procedures to ensure operational compliance and quality.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Sales Data Management

Education

Matriculation Certificate

Job description

A leading financial services organization based in Newcastle is seeking a Financial Consultant to provide tailored advice on financial products to clients. The role involves customer service, relationship management, and compliance with operational standards. Applicants should possess a Matriculation Certificate and be skilled in consultative selling and customer relationship development. This position offers an opportunity to be part of a dynamic team committed to achieving positive customer outcomes.