Key Responsibilities

• Proactively contact potential and existing customers to generate leads for financial services.
• Work closely with the FA and Senior Partner to align lead generation with agreed targets.
• Train and support the team, encouraging effective cross-selling of financial services products.
• Coordinate and deliver financial services sales campaigns with the FA and telesales team.
• Manage appointments for the FA and regularly review sales progress, identifying areas for improvement.
• Build strong working relationships with both Agency teams and NFU Mutual key contacts.
• Monitor and report on life lead activities, ensuring targets are met and objectives are achieved.
• Ensure compliance with relevant regulations and policies while consistently delivering exceptional customer service.

Skills and Expertise

• Proven experience in delivering excellent customer service.
• Experience in a targeted and driven sales/sales generating role.
• Strong verbal and written communication skills.
• Excellent organisational and IT skills (Microsoft Office, and ideally Microsoft Dynamics).
• Ability to manage your workload and work effectively under pressure.
• A team player with a positive attitude and high levels of integrity.
• Own transport and full UK driving licence.

Job Facilities/Benefits

• Salary: 12.08 per hour
• Hours: 21 hours per week – Monday to Friday
• Full training provided, with the potential to complete further qualifications. (Which may include additional travel and staying away from home in order to attend training courses). There may be occasional weekend work/public holidays to support agency events.
• 26 days holiday plus bank holidays
• The option to buy or sell 5 days after probation
• Birthday day off
• Health Shield cash-back plan
• Death in service
• Free parking
• Friday fruit delivery
• Annual company trips for staff