Lead Qualifier
E
Essentia Solutions Group
📍 Warrington, Cheshire, United Kingdom
Job Description
Lead Qualifier
Warrington
Up to £28000 plus bonus + opportunity to gain Cemap
We are seeking a highly motivated and results-driven New Business Coordinator to join our clients team. The primary responsibility is to assess and qualify potential new business, ensuring that the advisor has a qualified customer. This role involves fact finding information, communication detailed outcome.
Key Responsibilities:
* Qualify new business as they come in based on their fit for the company's offerings and their likelihood to match a policy that is suitable
* Engage with customer via phone, email, or chat to gather relevant information and understand their needs.
* Collaboration with advisors:
* Work closely with the Advisors team to ensure seamless handoffs.
* Provide detailed information
* Data Management:
* Maintain an accurate and up-to-date database, ensuring that all communication and qualification stag...
Warrington
Up to £28000 plus bonus + opportunity to gain Cemap
We are seeking a highly motivated and results-driven New Business Coordinator to join our clients team. The primary responsibility is to assess and qualify potential new business, ensuring that the advisor has a qualified customer. This role involves fact finding information, communication detailed outcome.
Key Responsibilities:
* Qualify new business as they come in based on their fit for the company's offerings and their likelihood to match a policy that is suitable
* Engage with customer via phone, email, or chat to gather relevant information and understand their needs.
* Collaboration with advisors:
* Work closely with the Advisors team to ensure seamless handoffs.
* Provide detailed information
* Data Management:
* Maintain an accurate and up-to-date database, ensuring that all communication and qualification stag...