Annuity Consultant role at Standard Life assisting customers with guaranteed income through Annuity plans. Engaging with customers over various channels to guide them on their retirement journey.
Responsibilities
Support our customers who are looking to purchase a guaranteed income for life through an Annuity plan, providing guidance to customers in relation to purchasing and setting up an annuity, either through Standard Life or via the whole of market.
Interact with customer requests on an inbound and outbound basis, via telephone, mail, email, online and utilising hybrid technology.
Provide support for you to obtain the role required R04 qualification within 12 months, with the potential to further add to this. The programme includes on-going training and development that will enable you to progress to full competence.
Requirements
Proven track record of delivering exceptional customer service within Financial Services, ideally with knowledge of pension products and experience of managing risk.
A commitment to study and achieve Financial Services qualification R04 along with achieving full competence within 12 months.
Experience of conducting customer focused conversations.
Effective questioning and listening skills with the ability to build rapport with customers over the telephone.
Clinical Consultant managing product demand and training healthcare professionals in assigned accounts. Collaborating with sales to plan educational programs and ensure product usage.
Workday Absence Consultant implementing enterprise - scale Workday solutions for a diverse global customer base. Build relationships and shape solutions in a collaborative environment.
Solution Consultant supporting ERP implementation projects with financial perspective in a hybrid role. Collaborating with cross - functional teams to optimize finance processes and ensure compliance with regulations.
Senior Consultant in Railway Industry driving technological and methodological evolution in rolling stock. Engaging in projects that enhance vehicle operations, maintenance, and digital transformation.
Join SimCorp as a Service Delivery Consultant in FinTech, providing solutions and support for financial clients. Work in a collaborative environment and contribute to client success - focused initiatives in Pistoia/Trieste.
Manager at PwC working alongside executives to optimize finance functions. Leading teams to enhance processes and deliver insights for informed decision - making.
Technical Consultant reviewing and adapting the existing EWER module for Nonviolent Peaceforce's BABAE project. Focusing on gender - responsive adaptation in Cotabato City, BARMM.
Senior Consultant in Portfolio Valuation assisting Kroll's global valuation practice. Building client relationships and managing valuation engagements across diverse industries.
Consultant supporting global valuation practice providing alternative asset advisory services. Building client relationships and managing valuation engagements for diverse global clients.