Providing software support and training to customers while ensuring high customer satisfaction in a tech - driven dental care company. Handling requests via calls, chat, and remote tools during installations.
About the role
- Workplace Savings Consultant providing pension consulting services in hybrid model for clients in UK. Engaging with clients on Darwin software for pensions and workplace savings support.
Responsibilities
- Provide clients with pension consulting services in line with the client’s service schedule
- Support clients with Automatic Enrolment and the use of the AE module on Darwin
- Provide pension consultancy services, including scoping and managing Darwin related projects
- Meet your client retention target, ensuring clients remain profitable and create efficiencies
- Cross-selling/product mix. Deliver the whole firm to the client.
- Identify opportunities where you or your colleagues from the wider team or business could assist the client meet their goals
- Know your retention and growth targets for the year as well as your pipeline and have an evolving plan as to how you will achieve your goals
- Support with the development of Associate Workplace Saving Consultants
Requirements
- 2+ years relevant experience in client facing DC pension consulting role
- CII or equivalent level 4 qualification or working towards
- Exceptional communication skills
- Exceptional interpersonal skills
- Exceptional organisational skills
- Exceptional time-management skills
- Have a commercially focused mind-set
- Being flexible to meet the needs of the team
Benefits
- Professional development opportunities
- Interesting work
- Supportive leaders
- Vibrant and inclusive culture
- Variety of career opportunities
- Benefits and rewards to enhance your well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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