Customer Relationship Coordinator

Salary: £26,000 per year

Job Title: Customer Relationship Coordinator

Salary: £26,000per year

Hours: Full Time 6 months fixed term

Job Description

This role is responsible for the management of Financial Consultant’s (FC’s) customer territories in respect of booking quality first appointments, primarily via telephoning customers according to statutory, regulatory and the Society’s compliance requirements.

The purpose of the role is to drive, action and manage prospecting and opportunities including lead management with the aim of increasing the number of quality appointments booked into FC diaries.

About the role’s main responsibilities and key activities

To arrange carefully considered and quality tailored first appointments, seminars, events and lunch and learns for Financial Consultants

To plan and carry out an appropriate level of customer contact using lead sources and book the required number of appointments within Outlook

To open a business case within the CRM system and sending confirmation of appointment to the client

To research systems and ensure collected and recorded data is updated and provided to the FC, putting them in an informed position

To build a professional relationship with each Financial Consultant that includes regular communication and management of their diaries effectively and in line with their FC/RC working contract

No experience is required as Go Train will provide a fast, pre-employment training course. Training is funded and offered free to the individual.

Training is delivered in a virtual classroom in the safety of your own home. Classes are enjoyable and effective. You will have your own tutor and the opportunity to meet other learners virtually who are also training on line.

Please note that you will need to complete the training package below before being offered an interview.

Course Location: Virtual teaching, on line in your home

Start Date: 25/01/21