Sales Expert

Our Money Team is a great place to be. We’re here to support our customers with their savings and investments - anything from an ISA to a Pension.

About the role

Job introduction

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 do

In 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.

What you’ll need

  • 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.

What’s in it for you?

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.

About Skipton

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 Skipton

We 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.

Wellbeing

As 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 now

If 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.

Apply for this job
Map showing location of The Bailey, Skipton, United Kingdom, BD23 1AP

Plan your journey

The Bailey, Skipton, United Kingdom, BD23 1AP
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Map showing location of The Bailey, Skipton, United Kingdom, BD23 1AP

Skipton core benefits

  • Pay

    It's only part of the picture

    Your salary is only part of your bigger rewards and benefits picture at Skipton. But we’ll make sure you’re rewarded for the role you do, the skills you bring and how you grow with us over time.
  • Pensions

    Paying the future you

    We care about your future and want to help you really make the most of it. That’s why we pay up to an additional 10% into your pension whenever you contribute.
  • Bonus

    Recognising your part in our success

    Many of our colleagues get a discretionary bonus as a thank you for the part they’ve played in our shared success.
  • Life Assurance

    Protect your loved ones

    It’s a subject none of us like to think about, but it’s important to be ready for whatever life throws at us. Financial support for your loved ones in a worst case scenario, gives you extra peace of mind.
  • Group Income Protection

    Protection from the financial impact of long-term absence

    Income Protection gives you a percentage replacement income if you’re off work because of long-term illness or injury. It’ll also protect a level of your income if you’re given medical advice to reduce your work hours following an accident or illness.
  • Private Medical Insurance

    Fast and effective medical treatment – open to everyone

    Is there anything more important than the health of you and your family? Private Medical Insurance (PMI) provides you with quick access to high-quality medical care when it matters.

Why Skipton?

Because your career is more than just a ladder.

Founded on fairness

In 2026, we were named as one of the Financial Times Best Employers in the UK. We were also the highest placed building society on the list, too.

Not bad, right? But it’s much more than just another opportunity to blow our own trumpet. It truly reflects how our people experience working here.

Because at Skipton, we’re a mutual. We’re founded on fairness, built on shared effort, and committed to saying it straight. We’re curious, brave and always collaborative. We look out for each other. And we treat everyone like a grown-up - with respect, with understanding, with a level playing field at their feet.

Find out more about our Purpose and Behaviours

Our Money Team

We’re here to support our customers with their savings and investments - anything from an ISA to a Pension.

And whether they pop into a branch, pick up the phone, or have a chinwag with our Financial Advice team, they leave with a little more knowledge and a lot more confidence when it comes to their money.

You’ll be playing a huge part in making that happen.

Learning & Development

Learning is part of the everyday at Skipton. It’s woven into conversations and brought to life through hands-on experiences. You’ll pick up new skills as you go, and get tools and support that flex around your role and life.

Your career in Money Direct can take many paths. You can branch out and discover what suits you best. There’s plenty of opportunity to grow your career within Money Direct or go on to specialist teams, take qualifications, step into Financial Advice, or other roles.

Whatever future direction you have in mind - whether it’s upwards or sideways or even staying put - you’ll be able to make the most of the opportunities Skipton has to offer.

Find out more
Maitham chatting to colleague in Skipton's The Bailey Head Office

Maitham, Head of Money Operations

I came to Skipton as an opportunity to come into the Commercial area and look after our partnerships. More than 10 years later, here I am now running operations in the Money business.

We've created an environment that enables and empowers people and that's very different to where I've seen it before.

Watch video

What happens when

1. Shortlisting

Once you’ve sent us your application and CV, we’ll review it using clear criteria. Our decisions are based on the skills, and experience you share with us.

2. Your Interview

Your interview might be by phone, over Microsoft Teams or in person, depending on the role and the circumstances. For some roles, there may also be more than one stage in the recruitment process - but we’ll always let you know what the plan is.

During your interview, we’ll ask you about your current and previous experience, and we’re very much interested in all of your skills and knowledge. This includes relevant things you might have learned through work, studies and voluntary activities

For some roles we could ask you to complete one or more tasks, or deliver a presentation. But don't worry, we'll support you throughout the process so you can do your best.

3. After your interview

At Skipton we always get in touch after your interview to let you know if you’re successful, or if you’re made it through to the next stage. And if you would like feedback on your interview we are always happy to share this. It’s all part of the Skipton experience, we value the time you’ve given us throughout the process.

4. Your offer

If you’re successful, we’ll get in touch to discuss your offer. When you accept we’ll send your contract and confirm the pre-employment checks you need to complete to get the ball rolling. You’ll need to successfully complete the checks before starting, so providing information quickly will help keep things on track. We aim to keep things simple and easy to follow.

5. Your Skipton Welcome

You’re in - welcome to the team!

We’ll be in touch regularly right up to your first day with lots of exciting info, details of what to expect when you’re here, and hints and tips to help you prepare for a great start.

And when it comes to the big day, there’ll be a warm welcome waiting for you as you begin your journey with us.

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