Financial Services Customer Engagement Advocate

Enaturchile; Preston; On-site; GBP 20,000 - 25,000; Full time

Job summary

A financial services company in Preston is seeking a Customer Engagement Agent. This entry-level, full-time role involves engaging with customers through calls, discussing available products, and booking appointments with advisers. Ideal candidates will have excellent communication skills and prior experience in a regulated environment. The position requires flexible working hours, including some weekends.

Qualifications

• Strong communication skills for customer engagement.
• Willingness to work flexible hours and weekends.

Responsibilities

• Engage positively with customers through calls.
• Establish customer needs and qualify opportunities.
• Discuss available services and book appointments.
• Ensure compliance with call quality metrics.

Skills

Excellent direct customer engagement via telephone

Financial services or similar regulated working environment

Experience and ability to handle complex queries

Track record of exceeding targets

Job description

A financial services company in Preston is seeking a Customer Engagement Agent. This entry-level, full-time role involves engaging with customers through calls, discussing available products, and booking appointments with advisers. Ideal candidates will have excellent communication skills and prior experience in a regulated environment. The position requires flexible working hours, including some weekends.