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As a Part time Appointment Coordinator, you will play a crucial role in supporting the Financial Advisor and Senior Partner in generating leads and driving sales campaigns. Your responsibilities will include proactively contacting existing and prospective customers, liaising with agency teams to generate leads, and supporting the training and development of the team to enable cross-selling of financial services products.
Please find all the details below:
Job title: Part time Appointment Coordinator
Hours: 21 hours a week, between the hours of Monday - Friday, 09.00 - 17.00
Location: Dover, Kent. Your own transport is required for very occasional holiday/cover in Tenterden and Ashford.
Salary: 22,000 FTE
Duration: 3 month FTC, with the possibility of an extension
Hybrid: 12 days working from home per year FTE subject to Manager agreement, ensuring the offices can remain open for customers.
Exceptional Benefits:
- A supportive and friendly working environment
- 26 days annual leave FTE plus bank holidays
- Birthday day off in addition to annual leave
- Option to buy/sell 5 days holiday per year
- Health Cash Plan
- Death in Service
- Pension
- Free Parking at all of the offices
- Fortnightly fruit deliveries
- Team lunch provided once a month
- Team social events twice a year
Here's what you'll be doing:
- Proactively contacting existing and prospective customers to provide excellent customer service and generate financial service leads.
- Collaborating with the Financial Advisor and Senior Partner to generate leads from agency teams and achieve agreed targets.
- Supporting the training and development of the team to improve lead generation and encourage engagement with financial services.
- Coordinating with the telesales team to deliver sales campaigns for financial services.
- Assisting the Financial Advisor by booking appointments and reviewing the progress of financial services sales, identifying areas for improvement.
- Building effective working relationships between the agency teams and the Financial Advisor to meet objectives for the agency and customers.
- Driving support and managing performance against lead targets to ensure objectives are delivered effectively.
- Consistently delivering excellent customer service, meeting their needs, and exceeding expectations.
What our client is looking for:
- A proven track record in delivering excellent customer service.
- Experience in a targeted and driven sales role.
- Effective verbal and written communication skills.
- Good IT skills, including Microsoft Office and ideally Microsoft Dynamics.
- Strong math and problem-solving skills.
- Ability to manage own workload and work effectively under pressure.
Next steps:
If you are ready to join a dynamic team, contribute to the success of our client's organisation, and enhance the customer experience, then we would love to hear from you. Apply now!
Alternatively, if you know someone who may be suitable for this role please share the details. If you successfully refer a friend for the above role, you will receive a 100* voucher of your choice! Terms apply*
Please note if your skills match the requirements for the job then you will receive an e-mail from us (remember to check your junk mail). If you do please call us on (phone number removed) ASAP or within 24 hours to discuss the position in further detail with Emma (Candidate Manager) or Nicola (Permanent Consultant).
We look forward to your application.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
