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Financial Services Co-ordinator - 12 Month Fixed Term Contract

Posted 18 January by Employment Specialists Ltd Featured Ended

Financial Services Co-ordinator - 12 Month Fixed Term Contract

A reputable Insurance Organisation are looking to recruit for a part time Financial Services Co-ordinator who will play a key element to the growth of the business.

This role is strategically important to the business and requires somebody with a positive attitude and the ability to make appointments for their Financial Advisors.

The Insurance organisation is a well-known household name and has a reputation for high levels of service and expertise.

Activity for this role will include:

  • Make contact with existing customers and build rapport
  • Generate new business appointments
  • Identify, analyse and collate data relating to existing customers
  • Arranging and carrying out new sales campaigns
  • Encouraging and supporting other Employees to generate leads
  • Research and understand issues within the sectors

The ideal candidate will posses:

  • Excellent level of confidence on the telephone and ability to establish relationships
  • Ability to convey a professional and confident image
  • Results orientated attitude, with the ability to cope with rejection
  • Track record of making good contact with prospects and rapport building
  • Ability to hit targets set
  • Excellent IT skills, particularly with database software, predominantly Excel

You will have a minimum of 5 GCSE's (or equivalent) at Grade C, including Maths and English - Please note that Certificates will need to be provided. Financial Services experience is essential (especially within Life Insurance).

Our Client are looking for candidates to work 20 hours spread across 5 days. There may be flexibility with this should it be required.

Applicants need a full driving licence.

Required skills

  • Insurance
  • Lead Generation
  • Sales

Reference: 34074536

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