Annuity Customer Consultant

Job Type: Permanent Location and flexible working: Edinburgh - Office based training at our state-of-the-art Lothian Road Office, for the first 6 months and then moving to a home/office split. All our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. Closing Date: 5th August Salary and benefits: £31,900 to £34,000 dependent upon experience, plus bonus 8-16% bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much moreRecruiter: Douglas Smith We have an incredible opportunity to join us here at Phoenix Group as a non-advised Annuity consultant to join our Advice and Guidance team.Who are we?We want to be the best place that any of our 6,600 colleagues have ever worked.We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.The roleWe are currently recruiting a team of non-advised Annuity Consultants to join our Advice and Guidance team. This is a fantastic opportunity if you enjoy building rapport and putting customers at the heart of what you do. If you have a burning desire to connect with customers, and create an exceptional and engaging experience to help them make the most of their money now and for their future.As an Annuity Consultant in our Advice & Guidance team, you will support our customers who are looking to purchase a guaranteed income for life through an Annuity plan.You will be providing guidance to customers in relation to purchasing and setting up an annuity, either through Standard Life or via the whole of market. The role holder will interact with customer requests on an inbound and outbound basis, via telephone, mail, email, online and utilising hybrid technology. At Phoenix we commit to investing in your future and we will 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. What we’re looking for Someone who can demonstrate an understanding of your customer’s situation and needs, and keep them informed of all relevant options, risks and benefits. Ability to communicate and explain technical detail in a simple way, whilst remaining compliant and jargon free. Experience of conducting customer focused conversations. Experience of achieving key performance indicators, in relation to good customer outcomes and productivity. Someone who can take ownership of complex enquiries, including potential vulnerability and sensitive health information, referring to specialist support where necessary. We want to hire the whole version of you.We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.