Hazel Binder
Lead Qualifier @Ellis Bates Financial Advisers Now Shackleton
Signup · Get unlimited contacts
WORK HISTORY
Lead Qualifier @Ellis Bates Financial Advisers Now Shackleton
Role Overview:Responsible for managing both outbound and inbound client communications to effectively support Financial Advisers. This includes scheduling appointments, qualifying leads, maintaining accurate prospect data, and managing advisers’ diaries to maximise efficiency.Key Responsibilities: • Proactively make outbound calls to potential clients generated through paid lead campaigns, securing appointments directly in Financial Advisers’ calendars. • Handle inbound enquiries, qualifying leads by gathering detailed information on their financial needs and estate, and matching them with the most suitable adviser. • Re-engage with previous leads by conducting follow-up calls to renew interest and schedule consultations. • Manage written communications by sending follow-up emails and appointment confirmations to prospective clients. • Confidently address and overcome objections via phone and email to successfully secure adviser appointments.
EDUCATION
St John Fishers
High School
St John Fishers & St Aidens Associated Sixth Form
High School
SKILLS
ABOUT HAZEL BINDER
I am a hard working individual who can engage well in tasks working as part of a team, I…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.