Digital Customer Coach

3 days ago

Rotherham, United Kingdom Lifetime Financial Management Full time

As a Lifetime Coach you would work very closely with the Financial Planning Administrators and the Financial Advisors. The Lifetime Coaches are the first point of contact for any new customers. Your job would include: speaking to clients to gain a better understanding of their needs and goals, working with the Financial Planning Administrators to create bespoke financial plans which would reflect their goals and then presenting them to the client in the form of a recorded video.

Our digital service is accessible to everyone and the role of a Lifetime Coaches to help and support people during the first part of their journey. It is a crucial element of our business and we are looking for talented people to join our team.

We believe in the power of relationships, so being able to build a strong connection with others is a key skill that we look for in any new Lifetime member. You will join a team of existing coaches who support each other in order to deliver first class service.

Lifetime coaches’ help clients tackle their personal finances and provide the support and guidance they require to ensure they can live the life they want.

We are looking for confident Lifetime coaches who are willing to bring fresh ideas into a forward-thinking business. We are on an exciting digital journey and if you want to be part of something truly great then get in touch.

**Job Types**: 30-37 hours per week, Permanent

**Skills**
- Excellent time management
- Willingness to learn and try new things - new ideas are welcome
- Good communication and presentation skills
- Collaborator who works well as part of a team
- An organised person who pays good attention to detail
- Being a great listener to a client’s story, along with being able to ask the right questions at the right time

**Company Values**
- Communication
- Innovation
- Integrity
- Ownership
- Team

**Job Types**: Full-time, Permanent

**Salary**: £18,000.00-£22,000.00 per year

**Benefits**:

- Company events
- Company pension
- Flexitime
- Gym membership
- On-site parking
- Sick pay

Schedule:

- 8 hour shift
- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Rotherham, South Yorkshire: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Retail sales: 1 year (preferred)
- Customer Service: 5 years (preferred)

Work Location: One location

Flextime

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