Quote Management Coordinator

If you want to develop and progress your career with an expanding, award winning employer, have financial services experience within a sales based environment, this could be the perfect role.

The Company
This product provider is going from strength to strength, has significant funds with which to aid expansion and is possibly the biggest player in two of the sectors most buoyant product lines. They currently number just short of 300 staff and are in the process of recruiting at least 10 others at the moment.

The Role
The focus of the role is to contribute to the performance of the firms IFA distribution channel by ensuring that annuity quotations are converted into new business. This will involve:

• Actively manage a pre-defined diarised list of issued quotations in order to secure new business.

• Undertake outbound calls to IFA’s in order to convert quotations produced into applications, working towards individual pre-determined KPI’s.

•Provide relevant information on products and services utilising specific pensions knowledge.

•Provide a point of contact for IFA’s within a team based call centre/administration environment.

•Work with, liaise and exchange information with the IFA Direct team of Telephone Account Managers and, where appropriate, the National Account Managers.

Skills / Experience Required
The requirements are that you have a sales based or customer services based background within financial services and ideally a CF pass, although this is not essential. You must have the ability to communicate enthusiastically over the telephone to clients whilst maintaining a clear focus on results. Our client seeks someone who wants to develop, has ambition, wants to maintain a high level of client contact and has a flexible approach. A chance to impress at an expanding, vibrant company with a good working atmosphere and excellent long term prospects.

The Quote Management position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has 15 years experience in this field. Areas of expertise include employee benefits/group risk, compliance, pensions, flexible benefits, paraplanners, sales support and underwriters etc. We predominately focus on London and The Home Counties, although we have also been successful in offering national solutions and overseas. Do check the website and feel free to call at any time.