Life Services Coordinator
13 hours ago
The New Appointments Group is seeking a motivated and enthusiastic Part Time Life Lead Co-ordinator to join their team in East Kent. As a key member of the team, you will play a pivotal role in generating and developing leads for financial services products.
In this 21 hour per week role, based in East Kent, you will work closely with the Financial Advisor (FA) and Senior Partner to drive business growth and meet targets. You'll have the opportunity to engage with existing and prospective customers, contribute to sales campaigns, and support the development of the team to increase cross-selling of financial services.
Key Responsibilities:
- Contact potential and existing customers to generate leads for financial services.
- Align lead generation with agreed targets in collaboration with the FA and Senior Partner.
- Train and support the team in effective cross-selling of financial services products.
- Ccoordinate 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 Agency teams and NFU Mutual key contacts.
- Monitor and report on life lead activities, ensuring targets are met and objectives are achieved.
- Maintain compliance with relevant regulations and policies while delivering exceptional customer service.
Essential Requirements:
- Demonstrate proven experience in delivering excellent customer service.
- Prior experience in a targeted and driven sales/sales generating role.
- Strong verbal and written communication skills.
- Excellent organisational and IT skills (Microsoft Office, and ideally Microsoft Dynamics).
- Able to manage workload effectively under pressure.
- A team player with high levels of integrity.
- Full UK driving licence and own transport.
Desirable:
- Prior experience in the financial services industry.
Benefits:
- Competitive hourly rate: £12.08 per hour
- Regular hours: 21 hours per week - Monday to Friday
- Comprehensive training provided, including opportunities to complete further qualifications.
- 26 days holiday plus bank holidays
- The option to buy or sell five days after probation.
- Birthday day off
- Health Shield cash-back plan
- Death in service
- Free parking
- Frequent team-building activities and social events.
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