Annuity Customer Consultant

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. You can read more about Phoenix Flex here.

Job Type: Permanent

Closing Date:  5th August

Salary and benefits: Up to to £35,000 dependent upon experience plus 8% bonus up to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much more

Recruiter: Douglas Smith

We have an incredible opportunity to join us here at Phoenix Group as an Annuity Customer Consultants to join our Telephony 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 role

We are currently recruiting a team of Annuity Customer 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.

You will 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. You will interact with customer requests on an inbound and outbound basis, via telephone, mail, email, online and utilising hybrid technology.

At the Phoenix Group, we are committed 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

• 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

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.

Find out more about #LifeAtPhoenix

• Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us

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