Job Description

Job Advert


Location: Orpington


Pay:28,000 -30,000


Benefits: Enhanced pension. health insurance, 24 days annual leave+ bank holidays


Key Responsibilities


Sales and Customer Engagement

Meet allocated financial targets for new business income, customer acquisition, and retention. Engage proactively with customers and prospects to provide accurate product information, answer queries, and support applications. Build relationships as a key point of contact for new product and renewal enquiries. Identify opportunities for customer referrals to Field Officers. Respond promptly and accurately to inbound and outbound calls in line with agreed service standards and SLAs. Focus on quality, accuracy, and timeliness in all customer interactions


Marketing and Relationship Support


o Suggest new marketing activities to support business growth and customer retention. o Work closely with the Marketing and Field Teams to share customer insights and improve engagement.

Support the Field Team at events or represent MPFS independently when required.


Process and Service Improvement

Contribute to improving service delivery and the customer journey. Follow agreed processes and procedures accurately. Suggest updates to improve efficiency, service quality, and role effectiveness. Undertake any other duties as reasonably requested by the Chief Executive Officer.


Key Soft Skills and Behaviours

Sales focused with a clear understanding of customer needs. Forward-thinking, organised, and self-motivated. Strong knowledge of MPFS products and processes. Team player with strong interpersonal and communication skills. Confident influencer and active listener. Positive, reliable, and enthusiastic attitude. Uses initiative and takes ownership of outcomes


Essential Skills/Competences

Experience in a regulated sales environment. At least two years' experience in financial services or customer service within a similar environment. Motivated and driven by achieving financial and service targets. Excellent attention to detail. Proficient in Microsoft Office and confident using IT systems. Strong time management skills and ability to meet deadlines. Adaptable and flexible in response to workload changes. * Excellent verbal and written communication skills, remaining calm and professional under pressure