At a Glance
- Tasks: Guide customers in creating wills and promote protection services over the phone.
- Company: A growing 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 people's 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
- 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. Job in Hook Norton LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
This organisation is an excellent employer, offering a supportive and dynamic work environment in Hook Norton, where employees can thrive in their financial services careers. With a strong focus on ethical practices and customer care, the company provides ample opportunities for professional growth, competitive commission structures, and a culture that values teamwork and individual contributions. Join a passionate team dedicated to making a meaningful impact in clients' lives while enjoying a rewarding career path.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Sales Coordinator. Job in Hook Norton LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Practice your pitch! When you get the chance to speak 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 others.
✨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. Plus, it’s a great opportunity to reiterate why you’d be a fantastic addition to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Financial Services Sales Coordinator. Job in Hook Norton LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Services Sales Coordinator. Highlight any relevant experience in customer service or sales, and don’t forget to showcase your communication skills – they’re key for this position!
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 your skills align with the company’s values. Remember, we love a personal touch, so let your personality come through!
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 want to see how you build relationships and handle conversations with confidence.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨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 the company's products, especially their will creation process and protection services. This knowledge will help you answer questions confidently and show your genuine interest in the position.
✨Showcase Your Communication Skills
Since this role is phone-based and requires excellent communication, practice articulating your thoughts clearly. You might want to do mock interviews with friends or family, focusing on how you explain complex topics simply. Remember, it's all about building rapport and trust with potential clients!
✨Prepare for Objections
In sales, handling objections is key. Think about common objections you might face when discussing wills and protection services, and prepare your responses. This will demonstrate your ability to manage customer conversations effectively and reassure the interviewer that you're ready for the challenges of the role.
✨Highlight Your Organisational Skills
Being highly organised is crucial in this role. Be ready to discuss how you manage your time and keep track of customer records. You could share examples from previous jobs where your attention to detail made a difference. This will show that you can maintain the high standards expected in a target-driven environment.
