Life Lead Coordinator
4 weeks ago
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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