Lifetime looking for a Lead Contact Co-ordinator

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Lifetime looking for a Lead Contact Co-ordinator

Lifetime news

Posted on: 05/12/2018

Lifetime are looking to recruit a Lead Contact Co-ordinator.

The successful applicant will be working from home or one of our offices, calling prospects who have expressed a desire to acquire information about their retirement options.

The purpose of the call is to arrange an appointment with a Financial Planner, at the potential client’s convenience and preferred place (e.g. at home, their place of work or one of our offices).

The prospects will be expecting a call and their name, telephone number, e mail address, postcode, area of need and fund values will have been disclosed on the lead providers’ website.

The weekly hours are 18 in total. Calls will be made between 8 am to 9 am, 12.30 pm to 1.30 pm and 6.30 pm to 8 pm each day Monday to Friday every week. Results of the calls are recorded on a spreadsheet and the lead providers’ website portal.

A 30 minute telephone discussion with The Digital Marketing Executive to review the previous week’s work will take place at 9.30am each Monday morning.

The successful applicant must have worked in the Financial Services industry for at least 5 years with excellent knowledge of both pre and post retirement products, including occupational and personal plans.

Preferably Financial Services Diploma Qualified or at least hold the relevant Pension qualifications to conduct useful meaningful conversations with prospective clients. This is not an advice giving role but an accurate information exchange is paramount in this highly regulated arena.

Must have proven track record of converting warm leads into appointments.

Other required attributes are:-

  • Higher Education qualifications (not necessarily graduate level)
  • Demonstrable strong Pensions knowledge
  • Organisational skills
  • Articulate speaker
  • Time Management skills
  • Strong desire to succeed
  • Team Player
  • IT literate (ideally familiar with Intelliflo)
  • Microsoft Office Skills, especially Outlook and Excel

Lifetime will provide:-

Full initial training (2-3 days) and ongoing coaching (weekly)

Fully encrypted Laptop


Employed Position (option to be self-employed)

Workplace Pension

Job Type: Part-time

Salary: £8,000.00 to £12,000.00 /year


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