Financial Services Appointment & Lead Specialist

Just Mortgages; Crewe; On-site; GBP 24,000 - 32,000; Full time

Job summary

Just Mortgages in the United Kingdom is seeking a proactive Financial Services Sales Advisor to support appointment booking and lead management. You will engage clients face-to-face, via phone, and via email, coordinating with mortgage advisers and maintaining accurate diary schedules.

Responsibilities include filing client records, following up on leads, and contributing to cross-departmental collaboration to grow financial services penetration.

Qualifications

• Strong communication and organisational skills.
• Friendly and confident telephone manner.
• Excellent attention to detail and data accuracy.
• Self-motivated with a proactive approach to task management.
• Professional and customer-focused attitude.
• Ability to prioritise workload and meet targets.

Responsibilities

• Be the first point of contact for financial services enquiries via phone, email, and in person.
• Book financial services appointments with in-house mortgage advisers and coordinate diaries.
• Explain benefits of financial services offerings clearly and professionally.
• Manage and respond to leads with urgency and accuracy.
• Log all interactions and appointment data in ROSIE and other CRM tools.
• Support KPI delivery and coordination with the Financial Services Manager.

Skills

Strong communication

Organisational skills

Telephone manner

Attention to detail

Proactive workload management

Customer-focused

Tools

ROSIE CRM

Job description

Just Mortgages in the United Kingdom is seeking a proactive Financial Services Sales Advisor to support appointment booking and lead management. You will engage clients face-to-face, via phone, and via email, coordinating with mortgage advisers and maintaining accurate diary schedules.

Responsibilities include filing client records, following up on leads, and contributing to cross-departmental collaboration to grow financial services penetration.