Digital Customer Coach
2 months ago
**Who are we?**
We are Lifetime Financial Management who have been offering financial support for over 20 years and are based in Barnsley, South Yorkshire.
**Our Mission?**
To make financial planning accessible to everyone.
**How do we achieve this?**
By building strong relationships with individuals who have contacted Lifetime for financial support and guidance.
**How do you fit in?**
The role of our Lifetime Coaches are to help and support our clients during the first part of their journey with us. Therefore, this role is an integral part of the business and we’re looking for individuals with strong communication skills to join our team. Lifetime has taken financial planning into the technical world, this means you will be speaking with clients on the telephone, via Teams & Zoom, taking part in webinars and creating bespoke financial plans.
**Key skills?**
We offer a full training program therefore no financial knowledge is needed.
**Skills**
- Excellent time management
- Willingness to learn and try new things - new ideas are welcome
- Good communication and presentation skills
- Collaborator who works well as part of a team
- An organised person who pays good attention to detail
- Being a great listener to a client’s story, along with being able to ask the right questions at the right time
**Company Values**
- Communication
- Innovation
- Integrity
- Ownership
- Team
**Job Types**: Full-time, Permanent
**Salary**: £20,000.00-£24,000.00 per year
**Benefits**:
- Company events
- Company pension
- Flexitime
- Gym membership
- On-site parking
- Sick pay
Schedule:
- 8 hour shift
- Flexitime
- Monday to Friday
Supplemental pay types:
- Bonus scheme
**Experience**:
- Retail sales: 1 year (preferred)
- Customer Service: 5 years (preferred)
Work Location: In person
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