About us
Over the last 18 years, we have helped over a million satisfied customers move and manage their money. Our award-winning product portfolio allows our customers to make low-cost multi-currency payments across various payment products. From travel money to transfers, currency hedging, to expense management, we are focused on a single goal of making it easy for our customers to manage and move their money.
As a business, we are committed to delivering value to our customers through the combination of advanced payments technology and personal expert service. We’re doing this by hiring exceptional people and are now looking for a Customer Sales Adviser to join our team.
Within our offices in London, Chester and Los Angeles and Europe, Equals comprises of three business lines and brands - Equals Money, FairFX and CardOneMoney. You will join a very close-knit, talented, and supportive team from various backgrounds who believe that bringing different perspectives together helps us understand our customers' needs. United, by one thing, making money management straightforward and cost-effective for our customers.
About the role
A Customer Sales Adviser at the Equals Group is a proactive individual with thorough product knowledge and superb negotiation skills. With emphasis on efficiency, they will set an exceptional example to a client as the first point of contact. Building a rapport understanding customers’ needs and providing a solution to their individual requirements. Confident in their ability to work independently and take ownership of their own workload, whilst remaining adaptable within the Team to ensure all business objectives are met. Working closely with On-Boarding and Fraud departments to ensure all applications sold are within risk appetite, compliance, and regulations, whilst maintaining a seamless process for the client. An excellent conversationalist with an ambition to deliver outstanding results continuously. Providing business impact and driving continuous improvement whilst stretching themselves and learning new skills.
About you
We believe that certain skills are essential in order to be successful in this role and these are detailed below. You may not have all the other skills we have outlined as desirable; we understand that and will still welcome your application. We will carry out individual interviews for shortlisted candidates and assess who is best suited for the role after we have discussed everything with you.
Responsibilities Consider the eligibility of all applicants prior to contact. Contact all qualified new applicants promptly and accurately using agreed strategies. Convert pending KYA applications to a point where an on-boarding team decision can be made. Ensure all agreed processes are followed correctly. Establish and maintain up to date product knowledge. Accurately record and enter data onto computer systems. Understand business activities in relation to the terms and conditions of products offered. To ensure all KPI’s, targets and objectives are met. To record and resolve customer issues, concerns or complaints and report them to management. Attend meetings and training courses as required. Undertake any other reasonable duties that may be required by your Team Manager. Accountabilities Deliver exceptional customer service and build strong client relationships. Follow agreed scripting and agenda for all telephone contact. Adhere to agreed contact strategy for all allocated applications. Track own individual sales and all measured KPI’s. Drive, generate and retain sales revenue. Essential Skills Outstanding customer service skills and exceptional telephone manner. Excellent communication and interpersonal skills. Attention to detail, listening and retention skills. Ability to work independently and as part of a team. Numeracy and literacy skills. Good organisational and time management skills. Knowledge and practical experience of MS Office (Word, Excel, and Outlook). A role model for our values: Make it happen. Succeed together. Be the customer. Go beyond. Desirable Skills Previous relevant Sales experience. Our investment in you We welcome people into Equals and desire to grow and develop our talented teams. We believe in teamwork and celebrating our successes. We strive to embrace our values. We want to put you in the driving seat of your career and achieve your full potential through growth opportunities and developmental support. When you join Equals, we aim to help you to get more out of your career. We will also offer you the following benefits. Benefits A competitive salary benchmarked against a peer group. 25 days holiday per year + your birthday off. Opportunities for progression, development and learning new skills - £250 towards the cost of learning & development. Free onsite Nuffield Health gym & pool (London) and discounted gym membership elsewhere. GetActive with Aviva - Health and Wellbeing discounts on services and products. Interbank currency rates on travel money and international transfers. Bupa Private Healthcare. Free Eye Test and £50 up to the cost of glasses. EAP Service - Mental Health Services. Life Assurance Policy - x3 annual salary. Contributory pension scheme. Cycle to Work Scheme. Season Ticket Loans. Enhanced Parental Policies. Complimentary tea, coffee, soft drinks, and fruit. We operate a hybrid working arrangement where possible. Where possible we offer the opportunity to work flexibly and the opportunity to balance some remote working with time in the office collaborating, taking part in events and developing the social connections that make working with us rewarding. Equals strives to create a workplace where we can all be ourselves. We believe in inclusion, equality, and the power of diversity, so you'll be encouraged to bring your unique perspectives and experiences and help us understand what you need to do your best work.
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Responsibilities Consider the eligibility of all applicants prior to contact. Contact all qualified new applicants promptly and accurately using agreed strategies. Convert pending KYA applications to a point where an on-boarding team decision can be made. Ensure all agreed processes are followed correctly. Establish and maintain up to date product knowledge. Accurately record and enter data onto computer systems. Understand business activities in relation to the terms and conditions of products offered. To ensure all KPI’s, targets and objectives are met. To record and resolve customer issues, concerns or complaints and report them to management. Attend meetings and training courses as required. Undertake any other reasonable duties that may be required by your Team Manager. Accountabilities Deliver exceptional customer service and build strong client relationships. Follow agreed scripting and agenda for all telephone contact. Adhere to agreed contact strategy for all allocated applications. Track own individual sales and all measured KPI’s. Drive, generate and retain sales revenue. Essential Skills Outstanding customer service skills and exceptional telephone manner. Excellent communication and interpersonal skills. Attention to detail, listening and retention skills. Ability to work independently and as part of a team. Numeracy and literacy skills. Good organisational and time management skills. Knowledge and practical experience of MS Office (Word, Excel, and Outlook). A role model for our values: Make it happen. Succeed together. Be the customer. Go beyond. Desirable Skills Previous relevant Sales experience. Our investment in you We welcome people into Equals and desire to grow and develop our talented teams. We believe in teamwork and celebrating our successes. We strive to embrace our values. We want to put you in the driving seat of your career and achieve your full potential through growth opportunities and developmental support. When you join Equals, we aim to help you to get more out of your career. We will also offer you the following benefits. Benefits A competitive salary benchmarked against a peer group. 25 days holiday per year + your birthday off. Opportunities for progression, development and learning new skills - £250 towards the cost of learning & development. Free onsite Nuffield Health gym & pool (London) and discounted gym membership elsewhere. GetActive with Aviva - Health and Wellbeing discounts on services and products. Interbank currency rates on travel money and international transfers. Bupa Private Healthcare. Free Eye Test and £50 up to the cost of glasses. EAP Service - Mental Health Services. Life Assurance Policy - x3 annual salary. Contributory pension scheme. Cycle to Work Scheme. Season Ticket Loans. Enhanced Parental Policies. Complimentary tea, coffee, soft drinks, and fruit. We operate a hybrid working arrangement where possible. Where possible we offer the opportunity to work flexibly and the opportunity to balance some remote working with time in the office collaborating, taking part in events and developing the social connections that make working with us rewarding. Equals strives to create a workplace where we can all be ourselves. We believe in inclusion, equality, and the power of diversity, so you'll be encouraged to bring your unique perspectives and experiences and help us understand what you need to do your best work.
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