Financial Services Sales Coordinator

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.

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