Phone-Based Will & Protection Sales Coordinator in London

Phone-Based Will & Protection Sales Coordinator in London

London Full-Time 30000 - 40000 £ / year (est.) No working from home possible
Plus One Recruitment

At a Glance

  • Tasks: Guide clients through the will creation process and provide top-notch customer support.
  • Company: A growing financial services firm in the UK with a focus on client care.
  • Benefits: Competitive salary, excellent commission, and bonus opportunities.
  • Other info: Thriving target-driven environment with opportunities for growth.
  • Why this job: Make a real difference in clients' lives while earning great rewards.
  • Qualifications: Strong communication skills and experience in sales or customer service.

The predicted salary is between 30000 - 40000 £ per year.

A growing financial services firm in the United Kingdom is seeking a motivated Financial Services Sales Coordinator. The role focuses on guiding clients through the will creation process via phone while ensuring exceptional customer support.

Candidates should possess strong communication skills, a professional telephone manner, and an ability to thrive in a target-driven environment. Sales and customer service experience is essential.

This position offers excellent commission and bonus opportunities along with a competitive basic salary.

Phone-Based Will & Protection Sales Coordinator in London employer: Plus One Recruitment

Join a dynamic financial services firm that prioritises employee growth and development, offering a supportive work culture where your contributions are valued. With competitive salaries, generous commission structures, and a focus on exceptional customer service, this role as a Phone-Based Will & Protection Sales Coordinator provides a meaningful opportunity to make a difference in clients' lives while advancing your career in a thriving industry.

Plus One Recruitment

Contact Details:

Plus One Recruitment Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Phone-Based Will & Protection Sales Coordinator in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Plus One Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Phone-Based Will & Protection Sales Coordinator in London

Communication Skills
Professional Telephone Manner
Customer Service Experience
Sales Experience
Target-Driven Mindset
Motivation
Client Guidance

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Plus One Recruitment.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Plus One Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Plus One Recruitment

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Plus One Recruitment.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Plus One Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Plus One Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.