At a Glance
- Tasks: Manage customer territories and book quality appointments for Financial Consultants.
- Company: Wesleyan, a trusted financial services provider since 1841.
- Benefits: Up to £25,600 salary, hybrid working, and a collaborative culture.
- Other info: Join a dynamic team with opportunities for personal and professional growth.
- Why this job: Make a real impact while helping professionals secure their financial futures.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 25600 - 25600 £ per year.
Salary: Up to £25,600, based on skills and experience
Contract Type: Fixed Term – 35 hours a week
Location: Hybrid working (office based in Birmingham) – typically 2 days in the office per week
Shape Brighter Futures with Wesleyan. Established in 1841, Wesleyan helps trusted professionals—GPs, hospital doctors, dentists, and teachers—secure their financial future. Today, we’re proud to continue that mission with passion and purpose. If you’re looking for a role where your expertise makes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity, we’d love to hear from you.
Make a Difference. This role is responsible for the management of Financial Consultant’s (FC’s) customer territories in respect of booking quality first appointments, primarily via telephoning customers according to statutory, regulatory and the Society’s compliance requirements. The purpose of the role is to drive, action and manage prospecting and opportunities including lead management with the aim of increasing the number of quality appointments booked into FC diaries.
Your Impact. Here’s how you’ll make a difference:
