The salary for this role is up to £38,900, dependent on experience, with a performance-based bonus of up to 55%! You’ll also work from Head Office at least three days per week, giving you regular time with the team while supporting a blended working approach.
Could you use your sales experience to help people feel more confident about their financial future? We’re looking for a Sales Expert to join our Money Advice Team, have meaningful conversations with members and connect them with support that could make a real difference.
In this role, you’ll bring energy, curiosity and commercial focus to every conversation. You’ll help members explore their needs, understand their options and take positive steps towards their goals, with the opportunity to earn performance-based bonuses of up to 55% of salary per annum for delivering strong outcomes in the right way.
You’ll be joining a supportive and ambitious team that celebrates great performance, values the right customer outcomes and gives you the opportunity to keep developing your skills.
At Skipton, we’re Founded on Fairness. We exist to do right by our members, and we believe that starts with doing right by our people. If you’re looking for a role with purpose, support and room to grow, you’ll find it here.
What you’ll doIn this role, you’ll help members make more of their money by supporting conversations around savings, investments and financial advice. You’ll work closely with colleagues across the Money team, using your curiosity and commercial focus to create great experiences and identify opportunities to improve.
Your key responsibilities will include:
Build positive, trusted relationships with members through inbound and outbound telephony conversations.
Bring our Advice proposition to life, helping members consider needs such as savings, investments, inheritance tax and retirement planning.
Achieve stretching commercial targets while keeping member outcomes at the heart of what you do.
Inspire colleagues across Contact Centre teams to recognise quality Advice opportunities.
Deliver high standards of quality, compliance and performance in line with our conduct and regulatory expectations.
Keep growing your knowledge by seeking feedback, learning from others and working with specialist colleagues.
A genuine passion for helping customers and delivering sales through great service.
Strong communication skills, with the confidence to build rapport and trusted relationships.
Energy, resilience and motivation in a stretching commercial environment.
The ability to work at pace while staying focused on doing the right thing for members.
Demonstrable experience in a commercially focused/sales-led team, with a strong performance mindset.
Confidence working towards stretching targets and celebrating success as part of a team.
A clear focus on priorities, performance and delivering successful outcomes in the right way.
Commercial awareness and the confidence to use sales skills thoughtfully and appropriately.
Your work matters.
And the way we reward you matters, too.
At Skipton, you’ll be recognised for the difference you make. Alongside competitive pay, you’ll have access to benefits designed to support your life in and outside work.
Annual discretionary bonus scheme.
25 days’ annual leave, plus bank holidays, rising by one day each year to a maximum of 30 days.
Matching employer pension contributions of up to 10% each year.
Colleague mortgages and access to selected Skipton products and services at discounted rates.
Flexible working options to help balance your commitments.
Private medical insurance, a health and wellbeing app, volunteering opportunities, cycle-to-work scheme and discounted gym memberships.
Lifestyle perks, including Home and Tech vouchers for retailers such as Currys and IKEA.
Our story began in 1853 in Skipton, North Yorkshire. Today, you’ll find us across England and Scotland, from Aberdeen to Plymouth.
We help over a million members put down roots, save for what matters and feel good about their money. As a mutual, our members own us, so everything we do is for them. You’ll see that purpose in the way our colleagues support one another, challenge ideas and work together to make life better.
It all means that life at Skipton is more exciting than you might imagine.
Life at SkiptonWe listen, share ideas and make decisions together. That means you’ll have the support, trust and encouragement you need to do work you’re proud of.
For most roles, we offer blended working, combining time at home with time spent together in person. The right balance will depend on your role, your manager and your team.
We value what everyone brings to Skipton and work hard to create a fair, inclusive place where you can be yourself. Our colleague networks connect people with shared experiences and help make our workplace welcoming, supportive and open.
WellbeingAs a mutual, we put people first, including the people who work here. We want you to feel supported, valued and able to bring your best to work.
That’s why we offer practical wellbeing support across mental and physical health, helping you stay well and feel good inside and outside work.
It’s practical support you can use, not just read about.
Apply nowIf this sounds like the kind of role where you could thrive, we’d love to hear from you.
You don’t need to tick every box. If you care about helping members, enjoy building relationships and want to keep growing, apply now and take the next step with Skipton.
Skills Required
- Passion for helping customers and delivering sales through excellent service
- Strong communication skills and confidence building rapport and trusted relationships
- Energy, resilience, and motivation in a commercially stretching environment
- Ability to work at pace while maintaining focus on positive member outcomes
- Demonstrable experience in a commercially focused or sales-led team
- Confidence working toward stretching targets in a team environment
- Clear focus on priorities, performance, and successful outcomes
- Commercial awareness and ability to apply sales skills thoughtfully and appropriately
What We Do
Not just another building society. Not just another job. Imagine how good it would feel to help someone choose the mortgage they’ll use to buy their first home. Or the account they’ll use to save for it. We’ve been helping people make big financial decisions since 1853. It’s why over a million customers trust us as a good place for their money, and why our colleagues say we’re a good place to work. The Bailey (our head office) The Bailey is the vibrant hub where you’ll find all our central functions. We’re always looking for new talent because we love hearing new ideas. You can choose from a variety of roles that range from marketing and IT, through to audit, risk, products, digital and more – or maybe you’ll join our lively contact centre team. We’re based in Skipton, just a short train ride from Bradford and Leeds, we’re a stone’s throw from the A65 and have some cracking views of the Yorkshire Dales. Our network of UK branches Our branch colleagues are the face of Skipton Building Society. They’re relationship-builders, team workers, great talkers and they’re brilliant at listening too. Everything they do is designed to help customers make the best financial decisions, whether that’s choosing the right kind of savings account or having a full financial review. The Skipton culture Happy colleagues mean happy customers. So, when we recruit, we don’t just think about what’s in it for us, we think about what’s in it for you. It’s one of the reasons we’ve been recognised as one of The Times Best Companies to Work for the last 6 years. Mind, body and spirit With our colleagues’ support, we’ve created a culture that promotes diversity and inclusion. We understand the rich diversity in our Society, and how harnessing that diversity through effective inclusive practice has profound benefits for individuals, teams and the Society it self. This includes a progressive approach to personal well-being.


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