Financial solutions lead generator

Posted 4 April by DFH Ltd Featured

We are looking for a financial solutions lead generator to joing our team.

The Role:

  • Speaking to new customers to assess their financial situation
  • Creating files and notes on the lead system
  • Deciding what solution a client qualifies for based on their situation
  • General admin duties
  • Assigning leads to advisers

The Company:

  • We are a Privately owned, family run company based in the heart of central Manchester.
  • FCA license holder
  • We have been providing financial solutions for 13 years and have helped tens of thousands of clients take back control of their finances
  • We are rapidly growing and are soon to move to our brand new office (Also in Manchester center).
  • We have an amazing warm atmosphere and an incredible team
  • We have a health assured programme in place for employees
  • We offer childcare vouchers

The perfect candidate:

  • Must be outgoing and friendly
  • Have an excellent telephone manor
  • Be punctual and reliable
  • Be able to work to KPI's
  • Be able to work under pressure
  • Have previous experience in a lead generation role (preferably in financial services)

Salary:

16k - 18k Depending on experience + weekly commission paid in cash (tax taken from monthly salary)

Required skills

  • Financial Services
  • General Admin
  • Lead Generation
  • Telephone Manner

Application questions

Have you worked in financial services before?
Do you have lead generation experience?

Reference: 34829663

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