Job Description SummaryCustomer ConsultantJob Description
Customer Consultant
Permanent - Full time (Working Monday to Friday between 8:30am and 5:30pm)
Location: Fully Remote (If successful, you will need to attend either our Edinburgh, Peterborough or Witham Office to complete a Right to Work Check)
Salary: A competitive salary from £21,840 – £23,900, depending on the experience you can bring.
Closing date: Tuesday 1 October 2024
As a purpose-led business, we’re focused on supporting our customers as they navigate through new stages of their lives and all the moments that matter. We’re here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it, however grad or humble their ambitions.
We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.
As a Customer Consultant you will provide a first-class service to our customers through inbound and outbound telephony calling offering and promoting services and products.
Key Responsibilities:
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Be the first point of contact for all inbound customer enquires relating to Aegon Financial Planning services and products.
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Seek to resolve customer complaints where possible using agreed and appropriate processes and procedures.
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Identify members’ needs outside of the core enquiry by promoting further and appropriate products and services.
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Stepping outside of role to support department on projects.
We’d love to hear from you if:
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You have PC skills to navigate multiple systems efficiently whilst speaking to our members.
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You have an awareness of risks associated within the Financial Services Industry.
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You’ve got experience in customer service (contact centre, face-to-face, helpdesk – that kind of thing)
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You can put yourself in a customer’s shoes, taking ownership and working flexibly to meet their expectations.
What’s in it for you?
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A non-contributory pension between 8%-12%
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A discretionary bonus, depending on personal and company performance.
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34 days leave per year (including bank holidays, pro-rated for part-time)
We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our staff live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments. We ask everyone to be brave, raise their game, deliver first time, help others, and act in everyone’s best interests. If you recognise yourself in this, we’d love to hear from you.
Interview Process
- 1 Stage: 1-hour Competency-based Interview via. Microsoft Teams (Video)
We want you to be able to perform at your best so please reach out to our Talent Acquisition team if you need any reasonable adjustments throughout this recruitment process or have any further questions.
The legal bits
We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. You will firstly need to attend either our Edinburgh, Witham or Peterborough Office to complete a Right to Work Checks and then we will complete a credit and criminal record check, as well as providing satisfactory references.
Top Skills
What We Do
We help people achieve a lifetime of financial security and to enjoy a meaningful life – both now and in retirement. Not only do we offer products and services to achieve this but we also focus on financial wellbeing. When we talk about financial wellbeing this is how you feel about the control you have over your financial future – and your relationship with money. It’s about focusing on the things that make their life enjoyable and meaningful – both now and in retirement.
We want you to feel confident and empowered when managing your money and know that it’s possible to improve your situation in some way.
Aegon's products and services range from life, critical illness and disability insurance, to pensions, annuities, long-term savings and investments. We also offer mortgages, and car, household and travel insurance in some markets. In the US, we’re known as Transamerica, one of the best-known names in the North American financial services industry. Globally over 22,000 Aegon employees help almost 30 million customers take responsibility for their financial future.