Protection Coordinator/Sales
Edinburgh 5 days a week
Salary £25,000
I am currently recruiting for a Protection Coordinator. You'll be the first point of contact for clients, playing a key role in helping our Protection Advisers deliver specialist protection reviews tailored to each client's needs.
What you'll do:
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Contact inbound and existing clients by phone, building rapport and establishing trust
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Qualify prospects and assess suitability for protection reviews
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Book and manage appointments for Protection Advisers, ensuring efficient diary management
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Follow up with clients post-appointment and maintain accurate records
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Work towards daily and weekly booking targets, collaborating with a high-performing team
What we're looking for:
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A confident, friendly and professional telephone manner
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Strong organisational skills and attention to detail
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Target-driven with a genuine commitment to client outcomes
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Excellent communicator who can set the tone for a great client experience
What you'll get:
30 days' holiday (rising with service), birthday day off, company sick pay, award-winning training, sponsored CeMAP qualification, career development programme, referral bonuses, and a vibrant team culture with regular social events.
Bright Purple is proud to be an equal opportunities employer. We partner with clients who share our commitment to diversity and inclusion across the industry.