Financial Services Sales Coordinator
CV-LibraryOX16 0TBpermanentPosted: 13 April 2026
Apply NowAbout 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
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