Job Description

The business was set up in 2010, specialising in Financial Service. Lending, Protection & General Insurance; offering a holistic approach to their customers.

The business is directly authorised, has a strong panel of insurers and great plans for 2026.

We are looking for a new lead generator to join their team, someone who is self-motivated, professional that does not require man management. Daily/Weekly meetings will take place & support is always available.

What you’ll be doing:

• Contacting inbound enquiries / business customers, confirming criteria / generate interest before transferring your prospect to a Protection Advisor.

Your responsibilities will include:

• Providing quality leads, making sure you are following the business processes.
• Managing your time effectively is key.
• Ensuring that FCA and internal regulatory standards are met.

What they’re looking for:

• 2 years’ experience in Financial Services.
• A great communicator with a professional telephone manner.
• A highly motivated individual with a drive to deliver sales targets and outstanding customer outcomes.
• The ability to build great rapport with clients through a consultative approach.

What they’ll do for you:

• Provide full training and support for the role to ensure you have the knowledge and tools to achieve.
• Ensure you are kept up to date with any product or regulatory changes.
• Continue to develop your skills.

Working Hours:

Monday & Thursday 09:15 – 18:45

Friday 09:15 – 13:15

What else is on offer?

• 22 days annual holiday allowance (+ bank holidays).
• Your birthday off (paid for, after completing 12 months service). xbpsjku
• Company pay for qualifications within Financial Services Industry (R05).
• Monthly, Quarterly team events.