The role is to make outbound calls to existing and prospect customers to help increase AUM while providing outstanding customer support. To do this you will need to be persistent in calling existing campaigns (online journey dropouts) as well as testing new ones. You will be able to educate our customers on markets and reassure customers of any concerns they have. You will be able to talk to the customers about Nutmeg products and investment styles and help with any queries the customer has about the website and will have the ability to cross sell on products. You will need to use your soft skills to adapt your tone to each customer and at times empathise when things are not as customers had hoped. You will work in partnership with the Wealth Manager team to manage relationships with clients and deliver additional new business. 

We are looking for someone with a ‘get up and go’ attitude who will take ownership of their pipeline and will help improve the customer experience. You are proactive in acquiring knowledge from within the business and externally from the industry to maintain an informed high-quality customer experience. You must manage your time effectively, there will be times when you’re juggling lots of tasks, this should never affect the customer experience.

Your Skills

Sales and retention experience is essential Strong customer service and written and spoken communication skills Strong team player Good problem solver Experience with investment products e.g. ISA/Pensions is desirable Experience in adding value to the customer journey To consistently hit KPIs set by your Manager. RDR Compliant Level 4 qualification (CISI, CFA equivalent) or willing to study towards <18m