My role meant seeing customers on a daily basis to discuss their current and future financial needs and to relate those needs to the products and services on offer. This required the ability to talk to customers on different levels and to be able to communicate effectively with them. This mean I was able to consistently exceed sales targets.
Accurate record keeping is essential as is the ability to follow process guidelines as well as adhering to regulatory processes such as the Data Protection Act.
As the most experienced member of the team, a lot of my time was spent helping the other team members with problems that they didn't fully understand. This was a part of the role I particularly enjoyed, it was great to see a colleague come to me with a problem and to help them resolve it. Giving them the confidence to tackle it themselves next time.
Meetings were held on a daily basis with the manager and the rest of the sales team to review the previous day and to discuss the day ahead. Meetings were also held on a monthly basis with my line manager to talk about my own performance and also to discuss any issues or concerns we had.
The most enjoyable part of my role was the actual interviewing of the customer, really getting to know them, finding out about their family, jobs and hobbies. I got a tremendous buzz out of making them better off, for example, saving them money on their home insurance or referring them to a colleague to save them potentially thousands of pounds on their mortgage payments.
The most difficult part of the role was when I saw customers who came in to register the death of a loved one. This was especially difficult when it was a customer I knew. By dealing with them in a calm and professional manner and making sure they knew the process that had to be followed, I was able to help them through a very difficult time.