Financial Services Lead Generator
3 weeks ago
Do you have experience in financial services, financial planning or mortgages?
* Are you looking for a part time role to supplement your lifestyle?
* Do you want to work in a supportive environment where you are recognised and rewarded for your contribution?
Recruitment Index are proud to represent our Harpenden based client, in the search for an individual to generate appointments for the IFA. The position is offered on a part time basis, 15 hours per week, which can be spread over 2 or 3 days.
With bonus’ the successful candidate should be achieving a monthly salary in excess of £1,700 for two days work per week.
Job Title: Lead Generator
Location: Harpenden (remote and hybrid will be considered)
Contract: Part-time, six month contract initially
Hours: 15 hours per week
Benefits:
* Individual bonus for each appointment booked
* Team bonus incentive reward
* Supportive learning environment
* Health & Wellbeing plan
* Employee Assistance Programme
* Employee discounts
What you’ll be doing:
* Contacting warm leads to book appointments for the Independent Financial Adviser
* Act as the internal Financial Services champion to motivate other colleagues to generate leads and also book appointments
* Communicating with clients, agents and colleagues
* Provide information on service portfolio
What we are looking for:
* Ideally you will have previous experience in the financial services industry, maybe as an IFA, Mortgage Broker or worked in a bank or building society
* Friendly, professional with an excellent telephone manner
* Excellent interpersonal skills who listens and responds to customer’s needs
* Organised with high attention to detail
Thank you for taking the time to read the job advertisement and we look forward to receiving your application.
Thank you for your interest in working with Recruitment Index. Since 2020 Recruitment Index have been working with fantastic talent across the Hertfordshire, Bedfordshire and London area. Due to the high volume of applications, it is not always possible to get back to each applicant with individual feedback. However, your application will be reviewed within the next 3-5 working days. Unfortunately, if you do not hear from us you will have been unsuccessful on this occasion however, we will keep you informed of any changes.
We regularly advertise so please keep an eye out for other roles in the future or feel free to submit your details on our website. This advertisement has been posted by Recruitment Index as an employment agency on behalf of our client
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