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Customer Sales and Service Advisor in Financial Services

NFU Mutual Agency
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Summary

15 Aug 2025
Permanent
Finance and economic
Full time
Perth

Required Skills

Human skills
  • Adaptability in Fast-Paced Settings
  • Active Listening
  • Team Collaboration
  • Problem Solving
  • Customer Communication
Technical skills
  • Microsoft PowerPoint
  • Microsoft Word
  • Microsoft Excel

Benefits

  • Increasing holiday with length of service
  • Opportunity for internal progression
  • Full training provided
  • 22 days annual holiday plus bank holidays

Description

Role Overview

As a Customer Sales and Service Advisor at NFU Mutual Agency, you will be the primary point of contact for customers, providing excellent telephone support and sales services. This role requires a positive, problem-solving attitude in a customer-centric environment.

Key Responsibilities

  • Handle customer inquiries and provide exceptional service
  • Support sales and administrative functions
  • Resolve customer issues effectively
  • Work in a collaborative team environment

Requirements

  • National 5 or equivalent in Maths and English
  • Interest in financial services industry
  • Customer service experience preferred
  • Basic proficiency in Microsoft Word, Excel, and PowerPoint