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Customer Sales Advisor

  • Location:

    Croydon, Surrey

  • Sector:

    Customer Service

  • Job type:


  • Salary:

    Up to £20971 per annum + £20,971 + £1500 bonus

  • Contact:

    Croydon Branch

  • Contact email:

  • Job ref:


  • Published:

    8 months ago

  • Expiry date:


Job Description

This is a exciting opoortunity for a leading global organisation and a market leader in Insurance!

We are looking for someone to work in their call centre, this is a telephoned based role - no cold calling involved, warm sales and customer services. We would consider any background but ideally sales / working to targets.

Job Title: Finance & Insurance Co-ordinator (Warranty)
Location: UK-Surrey-Croydon
Salary- £20971 +1500 bonus

The Role

Maximise Finance and Insurance policy sales by utilising your sales skills when handling telephone enquiries and updating systems accordingly.

Provide a professional, efficient and proactive sale and administration service, reflecting the brand values of us and the client you are representing.

Ensure all processes and procedures comply with FCA requirements.


35 hours per week, 8 - 6 Monday to Friday and 9 - 1 Saturday. Due to the nature of this position, hours may vary in line with business and client needs.

Main Duties

Call Handling
o Handle all calls within performance targets and professionally following approved call scripts and sales guidance materials
o Handle customer objections in a positive manner and actively attempt to overcome these objections in line with sales guidance materials
o Actively attempt to build rapport with all callers
o Actively look for opportunities to upgrade levels of cover through effective listening and identification of customer needs
o Carry out outbound sales activity ensuring all regulatory and customers service standards and requirements are adhered to where appropriate
o Display appropriate levels of patience and empathy as and when required
o Handle complaints in a positive way, in line with company procedures
o Communicate with customers and third parties in a clear, concise and professional way
o To capture all requested data and provide information to the caller
o Ensure product knowledge is kept continuously up-to-date through appropriate research and training

o Respond to incoming correspondence in accordance with agreed procedures
o Carry out administrative tasks as required within the department

Data capture & input
o Ensure that all relevant data is entered onto the system in a timely way, with a focus on accuracy

FCA Compliance
o Operate within and adhere to the constraints of the current FCA regulations
o Ensure that the sales process carried out follows the procedure based sales approach

Accurate data capture and Reporting
o Capture all necessary information precisely and accurately relevant to product sales
o Record all daily activity for reporting purposes

o To undertake other ad hoc duties as reasonably requested by your manager

Essential Skills & Attributes
o Educated to GCSE standard or equivalent, including English Language and Maths
o Excellent telephone manner


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