Client Relationship Manager / Lead Generator

Financial Services

The Role

  • Senior and highly responsible role working with the business principle and senior management team to help increase the business levels, turnover and income for the group.
  • Contacting and building great relationships with clients from varying warm leads (clients who have already spoken with one of our mortgage brokers).
  • Maintain regular contact with clients to ensure they receive the best possible customer experience until they are ready to place their mortgage business with us.
  • Working with clients (through outstanding service and contact management) to promote our company and services.
  • Book in appointments with brokers for additional mortgage and protection enquires and business.
  • Convert ‘cooler’ leads into busines via outstanding customer service and sales skills.
  • Arrange calls with brokers if clients have technical or advice queries.
  • Interact with clients via telephone and email.
  • Update records using our computer software CRM system.

What’s On Offer?

  • Uncapped commission and bonus structure
  • Permanent Full Time Role
  • 28 days paid holiday including Bank Holidays
  • Get your Birthday off each year. *
  • Contributory workplace pension. *
  • Business Referral Bonus Scheme

* Once Probation Completed

Experience Required

  • Minimum 12 months sales or outbound customer services experience in your current role.
  • Excellent inter-personal and presentation skills, with outstanding communication and listening skills.
  • Self-starter with excellent organisation and discipline.
  • You will need to be highly motivated, a quick thinker, and be able to accurately assess information and circumstances.
  • You will possess a proven track record in the sales and customer service industry and have the determination to meet and exceed any target set.
  • The ability to work towards your own targets in addition to contributing fully to the wider team.
  • A background in financial services would be advantageous but not essential.


£16,000 basic OTE £30,000+


Your Consultant

Alice Hay

Alice Hay