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- Tasks: Guide customers in creating wills and promote protection services over the phone.
- Company: A leading financial services firm focused on ethical practices and customer care.
- Benefits: Competitive salary with excellent commission opportunities and a supportive team environment.
- Other info: Ideal for motivated individuals seeking long-term career growth in financial services.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Strong communication skills and previous experience in customer service or sales.
The predicted salary is between 30000 - 40000 £ per year.
This organisation operates within the financial services sector, specialising in protection and insurance solutions designed to support individuals and families with long-term planning. With a strong emphasis on ethical practices and customer care, they provide tailored guidance to help clients make informed decisions about their financial future.
An exciting opportunity has arisen for a motivated and customer-focused professional to join a growing financial services team. This dynamic, phone-based sales role centres on guiding new customers through the process of creating a will, while delivering an exceptional customer experience.
You will play a key role in building relationships, identifying client needs, and introducing additional protection services where appropriate. This position is ideal for someone who thrives in a target-driven environment, enjoys speaking with people, and is looking to build a long-term career within the financial services industry. Excellent commission/bonus opportunities in addition to basic salary.
Duties & Responsibilities
- Guide customers through the process of creating a free Will via telephone
- Deliver consistently high levels of customer service and support
- Identify opportunities to introduce and promote protection services
- Book qualified appointments for customers with Protection Advisors
- Maintain accurate and detailed customer records
- Build rapport and trust through clear, professional communication
- Handle objections confidently and effectively
- Work towards individual and team performance targets
Education & Skills Required
- Excellent communication and interpersonal skills
- Strong spoken and written English
- Confident and professional telephone manner
- Ability to manage customer conversations effectively
- Highly organised with strong attention to detail
- Previous experience in customer service, sales, call handling, or appointment setting is a key requirement
If you are a driven and personable individual looking to develop your career in financial services, this is a fantastic opportunity to join a supportive and growing team. Apply today to take the next step in your professional journey.
Financial Services Sales Coordinator in England employer: Plus One Recruitment
Contact Detail:
Plus One Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Sales Coordinator in England
✨Tip Number 1
Network like a pro! Reach out to friends, family, and former colleagues in the financial services sector. You never know who might have a lead or can refer you to someone at the company you're eyeing.
✨Tip Number 2
Practice your pitch! When you get that chance to chat with potential employers, be ready to explain why you're the perfect fit for the Financial Services Sales Coordinator role. Highlight your customer service skills and your passion for helping people.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for interviews and ace those phone calls. Plus, it’s the best way to stay updated on new opportunities in the financial services field.
We think you need these skills to ace Financial Services Sales Coordinator in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Services Sales Coordinator role. Highlight any customer service or sales experience you have, and don’t forget to mention your communication skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how you can contribute to our team. Keep it friendly and professional, just like we do at StudySmarter.
Showcase Your Customer Focus: Since this role is all about guiding customers, make sure to include examples of how you've provided excellent customer service in the past. We love seeing how you’ve built relationships and handled objections!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this exciting opportunity!
How to prepare for a job interview at Plus One Recruitment
✨Know Your Stuff
Before the interview, make sure you understand the financial services sector and the specific role of a Financial Services Sales Coordinator. Familiarise yourself with common terms related to wills and protection services, as well as the company's values around ethical practices and customer care.
✨Showcase Your Communication Skills
Since this role is phone-based and requires excellent communication, practice articulating your thoughts clearly. You might want to prepare answers to common questions about handling objections or building rapport with clients, as these will likely come up during the interview.
✨Demonstrate Customer Focus
Be ready to share examples from your past experiences where you provided exceptional customer service. Highlight situations where you identified client needs and how you tailored your approach to meet those needs, as this aligns perfectly with the job's focus on guiding customers through creating a will.
✨Prepare for Target-Driven Questions
Since the role is target-driven, think about how you've met or exceeded targets in previous roles. Be prepared to discuss your strategies for achieving goals and how you handle pressure, as this will show your potential employer that you're a motivated and results-oriented candidate.