Empathetic Financial Solutions Advisor

Greys Specialist Recruitment Ltd is recruiting for a Customer Sales Advisor for a well-established financial services client in Stockport. The role centers on understanding customers’ financial situations, explaining options clearly, and guiding them to suitable solutions.

It blends customer service, relationship-building and sales with a strong emphasis on listening before recommending. You’ll engage with customers, conduct assessments, build trust, and work toward individual sales targets.

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