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.
Enterprise Software Solution Consultant focused on Manufacturing Execution Systems within Rockwell Automation. Conducting customer interviews and delivering sales presentations in Southeast Asia.
Junior Solutions ERP Consultant helping to navigate clients through project phases and requirements. Working for a high - growth IT scale - up focused on Odoo ERP solutions in the UK.
Business Coach / Consultant aiding small to mid - sized businesses in boosting profit and value. Involves conducting consulting sessions and using proprietary systems for client engagement.
Senior Consultant, Fisheries Biologist working on sustainable projects for aquatic ecosystems across Canada. Leading assessments, collaborating with interdisciplinary teams, and delivering impactful outcomes.
Accountant (m/f/d) as a Consultant at TriFinance, supporting clients in finance and accounting projects. Collaborating with teams and developing innovative solutions for financial processes in Munich.
Stage en accompagnement au développement et cession d'entreprises au sein d'EXCO LANGUEDOC, société d'audit et de conseils. Interaction avec dirigeants d'entreprises et participation à divers projets de développement.
Library Planning Consultant at Ottawa Public Library enhancing technology services and managing projects. Leading initiatives to drive innovation and transformation within the library system.
Consultant supporting business development and transfer projects for companies in France. Involves strategy formulation, financial evaluations, and collaboration with diverse teams.
Consultant responsible for providing customer service for travel services at Flash. Handling reservations and travel requests through various digital channels.
Consultant handling corporate travel arrangements while providing excellent customer service at Flash. Using digital channels to assist with travel bookings and inquiries through various tools.