Financial Services Coordinator
4 weeks ago
Job Title: Financial Services Coordinator
Job Summary:
We are seeking a highly motivated and organized Financial Services Coordinator to join our team at Brave Human Capital Group. The successful candidate will be responsible for generating leads, providing excellent customer service, and supporting the delivery of our financial services strategy.
Key Responsibilities:
- Liaise with the Financial Advisor and Senior Partner to generate leads from the Agency teams in line with agreed targets.
- Proactive contact with existing and prospective customers to provide excellent customer service and generate financial service leads in line with set targets.
- Support the training and development of the team to enable cross-selling of financial services products.
- Work effectively with the Financial Advisor and telesales team to co-ordinate and deliver Financial Services sales campaigns.
- Support the Financial Advisor by booking appointments and regularly review progress of financial services sales.
Requirements:
- Experience in delivering excellent customer service and being in a targeted and driven sales/sales generating role is essential.
- Own transport & full UK driving licence is essential.
- Good IT skills especially in Microsoft Office.
- Experience in a Financial Services environment or knowledge of Insurance is desirable.
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