Financial Services Coordinator
6 months ago
**Financial Services Coordinator**
**Location**:Grantham
**Salary**:£24,000 Pro Rata
**Hours**:Part Time - 20 Hours Per Week Across 4-5 Days (Can Be Flexible)
**Our Client**:
We are recruiting for a Which-Award-winning national insurer. The Company excels in providing products of exceptional quality, offering industry-leading levels of customer service and who are renowned for retaining their customers year on year. You will join an established team and play a key part into the success of an expanding agency business. Based in their Grantham office, they are a forward-thinking team who provide outstanding service to an ever-increasing portfolio of diverse business and personal clients in the insurance industry.
**The Role**:
The role of Financial Services Coordinator will involve supporting the delivery of the Agency’s strategy through positively contributing to the growth and development of leads for our financial services products.
**Responsibilities**:
- Proactive contact with existing and prospective customers which is targeted, compliant and provides excellent customer service and leads to the generation of financial service leads
- Liaise with the FA (Financial Advisor) and Partners to generate leads from the Agency teams in line with agreed targets
- Support the training and development of the team to enable cross-selling of financial services products - training new joiners, working with colleagues to improve lead generation, contributing to team meetings and supporting the engagement of the team
- Work effectively with the FA and telesales team to coordinate and deliver financial services sales campaigns
- Support the FA by booking appointments and regularly review progress of financial services sales by reviewing, feeding back and identifying areas for focus and improvement, planning and actioning as agreed with FA and Partners
- Positively support the development of effective working relationships between the Agency teams and the FA
- Drive support and influence life lead activities with the Agency including monitoring, reporting on and managing performance against lead targets to ensure the effective delivery of objectives
- Consistently provide excellent levels of customer service
- Always demonstrate high values of trust and integrity
- Build and maintain effective working relationships within the team and all contacts
- Ensure all duties are carried out in a way which complies with relevant external legislation and regulation, compliance and other procedures and local Agency policies and processes
- Deliver ad-hoc projects and/or other duties as required
**Skills and Requirements**:
- Proven track record in delivering excellent customer service
- Experience in a targeted and driven sales/sales generating role
- Effective and professional verbal and written communication skills
- Excellent attention to detail and organisational skills
- Good IT skills especially Microsoft Office (and ideally Microsoft Dynamics) and the ability to effectively use NFU Mutual systems
- Good maths and problem-solving skills
- Able to manage own workload and able to work effectively under pressure
- Focus on continuous improvement, able to use own initiative
- Own transport and full UK driving license
- Demonstrate commitment to quality and compliance with procedures/regulations using due care, skill and diligence
- Desire to be the best, openness to personal development, learning new skills
**Job Type**: Part-time
**Salary**: £24,000.00 per year
Expected hours: 20 per week
Schedule:
- Flexitime
Ability to commute/relocate:
- Grantham: reliably commute or plan to relocate before starting work (required)
Work Location: In person
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