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Apply NowSales and Customer Service Advisor

  • Reference: JO0000006130_1716478571
  • Job Type: Permanent
  • Location: Thame, Oxfordshire
  • Skills: sales, customer service, administration, banking, reconciliation
  • Industry: Call Centre and Customer Service

We are looking for an individual with outstanding sales, customer service and administration skills to join this award winning small dedicated team where you will be fully supported and trained. This is a dual role with 80% sales and customer service predominately a telephone based position where you will be ensuring customers are offered a first class service. Secondly the banking responsibilities including reconciliation, allocating payments, investigating discrepancies. This is a permanent, full-time role, based near Thame offering a salary of up to £27,000.

Key responsibilities for the Sales and Customer Service Advisor (80% of role):

  • Advising the customers on their requirements,
  • Identifying opportunities to cross sell products to new and existing customers
  • Dealing with claims
  • Actively contacting customers to discuss their renewal dates
  • Maintaining records to ensure compliance
  • Providing leads to the financial advisor
  • Implement and oversee campaigns, reporting weekly activity to the financial advisor
  • Coordinating the team to provide leads to the financial advisor
  • Providing support at shows and events


Banking responsibilities 20% of the role:

  • Conducting daily banking functions and credit control
  • Checking aged debt
  • Investigating any anomalies
  • Allocating payments, reconciling BACs payments

Skills/experience required for the Sales and Customer Service Advisor:

  • Exceptional sales and customer service skills
  • Experience with banking functions - invoicing, allocating payments, credit control
  • Worked in a targeted sales environment
  • Engaging telephone manner
  • Solid administration experience
  • Exemplary people skills
  • Strong problem solving skills
  • Motivated to achieve with a keen interest in your own self development
  • Highly organised, with strong attention to detail
  • Adept at conflict resolution
  • Own transport essential due to rural location

What's in it for you?

You will be working for an established and well-respected brand who are leaders in their field, their ethos is offering personal local service and expert advice. This is your opportunity to be part of their success. The role comes with an extensive training plan to aid your development and ultimate progression with the business.

The starting salary is up to £27,000, with working hours of 8:30am - 5pm Monday to Friday, 28 days holiday (including bank holidays), contributory pension, training and development, progression opportunities, full sick pay (after one years' service) discounts on products, beautiful working environment, free onsite parking and working in a close small team environment.





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