Financial Coordinator / BDM

You will work closely with a team of Financial Advisers, playing a key role in generating qualified appointments through proactive outreach, networking, and targeted research.

The role is ideal for individuals with experience in client-facing, telesales, or appointment-setting positions, particularly within offshore financial services such as financial planning, investments, or insurance.

Key Responsibilities

• Source new prospects through social media platforms including LinkedIn
• Contact prospective clients via telephone to introduce services and arrange appointments
• Respond promptly and effectively to company-provided leads
• Manage and nurture leads throughout the sales process
• Coordinate calendars and schedules to arrange meetings at suitable times
• Maintain relationships with prospects from initial contact through to appointment
• Liaise with third parties involved in the sales process including pensi...