Apply for this job now

New Business Representative

Epsom, Surrey
Job Type
6 Sep 2022

Our client is one of the leading employers in the area and are seeking a New Business Representative. They offer professional & structured training & development opportunities, genuine career progression and a benefits package which is second to none.

Up to £23,600 Pension Scheme BUPA Membership Regular Performance Reviews Bonus Scheme Professional Study Support 20 days holiday a year rising to 27 days Hybrid working after training


Monday to Friday - 37.5 hours per week

What you'll be doing;

  • Maintain an up to date knowledge of all products and services offered by the company
  • Respond promptly, accurately and efficiently to enquiries from customers
  • Issue relevant literature, illustrations and application forms for savings accounts
  • Promote the products and services offered, giving information only
  • Mortgages and additional loans to prospective and existing customers and to intermediaries
  • Proactively follow up enquiries made through marketing activities or the website
  • Respond to requests for progress updates from customers or intermediaries
  • Maintain filing and record keeping systems for each mortgage application
  • Deal with general tasks and special projects that are customer related
  • Proactively calling customers to provide details of alternative mortgage solutions
  • Provide support and cover for other team members as requested.

What you need to be considered for this role;

  • Must be educated to GCSE level 5 grade A - C (minimum C grade in both Math's & English)
  • Previous experience of working with savings or mortgages
  • Previous customer service / call centre experience is preferred but not essential
  • Previous experience of handling incoming telephone calls
  • A background in financial services, banking, insurance or similar would be an advantage
  • Strong administrative and organisational ability and a keen attention to detail
  • Confident, clear and professional telephone manner
  • Flexible approach to working hours - participate in the Saturday morning rota

We appreciate the time you took to apply for this vacancy, however due to the high level of applications that we receive, we can only respond to successful candidates. In the meantime, please check out our website to read more about our company and privacy policy.

Optima Recruitment specialists in Permanent & Temporary Recruitment, including; Administration, Secretarial & PA, Accounts & Finance, Graduate Opportunities, Human Resources, Recruitment Consultancy, Sales & Marketing, Customer Service and Legal.

Apply for this job now


  • Job Reference: 705432595-2
  • Date Posted: 6 September 2022
  • Recruiter: Optima Recruitment
    Optima Recruitment
  • Location: Epsom, Surrey
  • Salary: £23,600
  • Sector: Sales & Marketing
  • Job Type: Permanent