Financial Services Growth Specialist

5 days ago


Ashford, Kent, United Kingdom New Appointment Group Full time

**Job Description:**

**Company Overview:**

  • New Appointments Group is a leading expert in matching employers and job seekers since 1975.
  • We are committed to diversity, equality, and opportunity for all.

**Job Summary:**

We are seeking a Part-Time Financial Services Growth Specialist to join our team based in East Kent. The ideal candidate will have a proven track record of delivering exceptional customer service and experience in targeted sales or sales generation roles.

**Salary & Benefits:**

  • Salary: £12.08 per hour
  • 21 hours per week - Monday to Friday
  • 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

**Key Responsibilities:**

  1. Proactively contact potential and existing customers to generate leads for financial services.
  2. Work closely with the Financial Advisor (FA) and Senior Partner to align lead generation with agreed targets.
  3. Train and support the team, encouraging effective cross-selling of financial services products.
  4. Coordinate and deliver financial services sales campaigns with the FA and telesales team.
  5. Manage appointments for the FA and regularly review sales progress, identifying areas for improvement.
  6. Build strong working relationships with both Agency teams and NFU Mutual key contacts.
  7. Monitor and report on life lead activities, ensuring targets are met and objectives are achieved.
  8. Ensure compliance with relevant regulations and policies while consistently delivering exceptional customer service.

**Required Skills and Qualifications:

  • 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.

**Estimate Salary Range:** £24,970 - £31,350 per annum based on 21 hours per week.



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