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.
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