Lead Qualifier

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...