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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