Life Lead Coordinator

7 days ago

Ashford, Kent, United Kingdom New Appointments Group Full time

Job Title: Life Lead Coordinator

Job Summary: We are seeking a highly motivated and enthusiastic individual to join our team as a Life Lead Coordinator. As a key member of our team, you will be responsible for generating and developing leads for our financial services products.

Key Responsibilities:

  • Proactively contact potential and existing customers to generate leads for financial services.
  • Work closely with our Financial Advisor 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 telesales team.
  • Manage appointments for the Financial Advisor and regularly review sales progress, identifying areas for improvement.
  • Build strong working relationships with both Agency teams and key contacts.
  • Monitor and report on life lead activities, ensuring targets are met and objectives are achieved.
  • Ensure compliance with relevant regulations and policies while consistently delivering exceptional customer service.

Requirements:

  • Proven experience in delivering excellent customer service.
  • 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).
  • Ability to manage your workload and work effectively under pressure.
  • A team player with a positive attitude and high levels of integrity.
  • Own transport and full UK driving licence.

Benefits:

  • Salary: £12.08 per hour
  • Hours: 21 hours per week - Monday to Friday
  • Full training provided, with the potential to complete further qualifications.
  • 26 days holiday plus bank holidays
  • The option to buy or sell 5 days after probation
  • Birthday day off
  • Health Shield cash-back plan
  • Death in service
  • Free parking
  • Friday fruit delivery
  • Annual company trips for staff

The role is subject to Disclosure and Barring Service (DBS) checks and CCJ checks.

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