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Mortgage Lead Generation Specialist
2 months ago
As a Client Engagement Coordinator, you will thrive in a dynamic, client-centric atmosphere, focusing on creating opportunities for mortgage advisors, overseeing incoming lead management, coordinating renewal processes, and delivering outstanding post-sale assistance to our clients. This role will also support your professional development through industry-recognized qualifications.
Key Responsibilities of a Client Engagement Coordinator
- Engage and manage prospective clients through various communication channels, utilizing our existing CRM systems and additional tools as necessary.
- Qualify leads through phone conversations, emails, and other forms of communication.
- Maintain an organized database of leads and prospects for future outreach.
- Collaborate with the sales team to enhance effective lead generation strategies.
- Deliver exceptional customer service to all clients.
- Prioritize and manage multiple tasks and projects to meet set deadlines.
- Work collaboratively across different business units and assist with various tasks as needed.
- Self-driven and motivated individual.
- Excellent telephone etiquette, strong relationship-building, and customer service abilities.
- Capability to utilize initiative and problem-solving skills effectively.
- Exceptional communication skills, both written and verbal.
- Proficient in IT applications (MS Office, Excel, and Outlook).
- Competitive starting salary range - £23,859 to £25,000 based on qualifications.
- Annual discretionary bonus of up to 10%.
- Starting with 23 days of annual leave plus bank holidays, increasing to 28 days with service length.
- Company sick pay available after probation period.
- Access to Aviva Digicare+, which includes annual health check-ups, 24/7 remote NHS GP access, and nutritional and mental health services.
- Perks at Work - Discounts on various products and services including electronics and travel.
- Discounts on estate agency, mortgage, conveyancing, and surveying services.
- Access to Lifeworks, a 24/7 Employee Assistance Programme.
- 20% discount on memberships at Nuffield Health & Fitness clubs across the UK.
- Company pension scheme and life assurance from day one for all employees.
Connells Group UK is committed to equal opportunities and encourages applications from qualified candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.