Customer Service Executive
£35,000 + Pension
This is a fantastic opportunity for an experienced Customer Service Executive to join a very successful local independent firm where in return for hard work there will be the opportunity to progress.
Some of your duties will include:
- Dealing with incoming client requests for a wide range of insurance and investment products
- Liaising with potential and current clients, establishing requirements and sourcing suitable products
- Preparing detailed proposals for clients and conducting winning sales presentations
- Ensuring that client requirements are processed in an efficient and effective manner
- Managing an extensive database and maintaining regular contact with clients to build long term relationships
- Ensuring that all client transactions processed are in line with FSA compliance regulations
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