Sales and Operations Specialist

1 month ago


Ashford, Kent, United Kingdom Pearson Whiffin - Business Support Full time
Job Summary:

We are seeking a skilled Sales and Operations Specialist to support the growth of financial services products at Pearson Whiffin - Business Support. The successful candidate will be responsible for generating leads and building strong relationships within the agency team.

Duties and Responsibilities:
  • Proactively engage with new and existing customers to generate leads for financial services in line with set targets
  • Collaborate closely with the Financial Advisor and Senior Partner to align lead generation efforts
  • Support and train team members in cross-selling financial services products
  • Coordinate sales campaigns, including appointment booking and performance tracking

The ideal candidate will have a strong understanding of customer service principles and practices, as well as experience working with Financial Services or knowledge of Financial Services products.

Salary:

£42,500 - £52,500 per annum, depending on experience

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