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.