NFU Mutual
Part time Financial Services Lead Generator
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About the Role
We are looking for an enthusiastic and motivated Financial Services Lead Generator to join our growing team. This is an excellent opportunity for someone who enjoys speaking with people, building relationships, and creating opportunities from our existing client portfolio.
As a Lead Generator, you will be responsible for identifying and contacting potential clients, generating qualified appointments, and supporting the growth of our financial services business. No financial advice experience is required, but confidence on the phone and strong communication skills are essential.
Key Responsibilities
- Contact prospective clients by telephone and other communication channels.
- Introduce our financial services proposition in a professional and engaging manner.
- Identify potential client needs and qualify opportunities.
- Book appointments for Financial Advisers.
- Maintain accurate records within the CRM system.
- Follow up on enquiries and nurture prospective client relationships.
- Work towards agreed lead generation and appointment-setting targets.
- Represent the business professionally and compliantly at all times.
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What We're Looking For
Essential Skills & Experience
- Excellent communication and interpersonal skills.
- Confidence speaking with individuals over the phone.
- Positive, professional, and proactive attitude.
- Strong organisational skills and attention to detail.
- Ability to work independently and manage your own workload.
- Basic IT skills, including Microsoft Office.
Desirable
- Previous experience in lead generation, telesales, appointment setting, customer service, or business development.
- Experience within financial services, insurance, mortgages, or banking.
- Familiarity with CRM systems.
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What We Offer
- Flexible part-time hours.
- Hybrid or remote working opportunities.
- Competitive hourly pay.
- Performance-based bonus scheme.
- Full training and ongoing support.
- Friendly and supportive team environment.
About You
You are someone who enjoys building rapport with people and has the confidence to start conversations. You are target-driven without being pushy and understand the importance of delivering excellent customer experiences. If you're looking for a flexible role where your efforts directly contribute to business growth, we'd love to hear from you.
How to Apply
Please send your CV and a brief covering note outlining your experience and why you would be a great fit for this role.
Join us and help connect people with the financial guidance they need to achieve their goals.
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