Life Lead Coordinator
4 weeks ago
We are seeking a highly motivated and enthusiastic individual to join our team as a Part Time Life Lead Co-ordinator. In this role, you will be responsible for generating and developing leads for our financial services products, working closely with our Financial Advisor and Senior Partner to meet business targets.
Key Responsibilities:
- Proactively contact potential and existing customers to generate leads for financial services.
- Work closely with the FA and Senior Partner to align lead generation with agreed targets.
- Train and support the team, encouraging effective cross-selling of financial services products.
- Coordinate and deliver financial services sales campaigns with the FA and telesales team.
- Manage appointments for the FA and regularly review sales progress, identifying areas for improvement.
- Build strong working relationships with both Agency teams and NFU Mutual key contacts.
- Monitor and report on life lead activities, ensuring targets are met and objectives are achieved.
Requirements:
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Strong organizational and time management skills.
- Proficiency in Microsoft Office and other relevant software.
About Us:
New Appointments Group is a leading provider of financial services products. We are committed to delivering outstanding customer service and building strong relationships with our clients.
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