Life Lead Coordinator

7 days ago


Ashford, Kent, United Kingdom New Appointment Group Careers Full time

Are you a motivated individual with a passion for delivering outstanding customer service? New Appointment Group Careers is seeking a Part Time Life Lead Co-ordinator on a 3 month FTC, to join their team and help drive the growth of our financial services products.

In this role based in East Kent, you will be working 21 hours a week and play a key part in generating and developing leads for the financial services, working closely with our Financial Advisor (FA) 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.


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