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Financial Services Sales Coordinator

Job Posted: 18 days ago

Salary: £ 25,000 - 35,000 / Annum
Job Type: Permanent
Location: OX16 0TB

Expire in: 9 days

Job Description

About the Employer
 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.

Financial Services Sales Coordinator – Banbury
 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’re 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

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

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