The task at hand: You will be responsible for ensuring timely, accurate, high volume incentive payments to customers whilst reviewing and suggesting improvements to the current process.
We're Point 13, a recruitment advertising and social media marketing agency that has proudly delivered a client-first service since 2006.
With over 300 active clients, we're proud to work with a diverse portfolio spanning multiple industry sectors, from education and not-for-profit to SMEs and blue-chip companies.
We're a small yet mighty team that collectively generated a turnover in excess of £6.5m in 2023.
Our client is within the logistics and construction industry looking to recruit an experienced and professional Sales Support Advisor who has the skills and competencies to successfully secure and process orders over the telephone, webchat and via email.
This is a fast-paced role where attention to details and coordination skills will be required alongside enjoying dealing with customers and building rapport.
You have a great opportunity to gain additional bonuses whilst dealing with the inbound sales which is a real salary booster!
Majority of the cases will be with existing clients or enquiries specifically for this area of advice.
This employed Retirement Planning Specialist job in Whiteley provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation.
As a Retirement Planning Specialist, you will be introduced to clients from your fellow Financial Advisors, for clients who are requesting a significant withdrawal; are entering decumulation stage and want to undertake full retirement planning or wish to make changes to their retirement income strategy.