Client Success & Growth Executive

Location: Remote
Company: LMR Financial Services
Salary: $400 USD per month, plus performance-based incentives
Working Hours: Monday to Friday, 9:00am to 5:00pm (UK Time)

About LMR Financial Services

At LMR Financial Services, we're more than a UK mortgage and insurance brokerage. We're building a business with ambitious growth plans, and we're looking for people who want to grow alongside us.

We're a close-knit, ambitious team that believes exceptional customer service starts with exceptional people. Every conversation with a client matters, and we're looking for someone who genuinely enjoys speaking with people, building relationships, and creating a fantastic first impression.

This isn't just another remote job. We're looking for someone who wants to become an important part of our journey, contribute ideas, take ownership of their work, and develop into new roles as the business continues to expand.

If you're looking for a company where your hard work will be recognised and rewarded, we'd love to hear from you.

The Opportunity

You'll be the first point of contact for clients who have already expressed an interest in our services through our online marketing campaigns.

These are warm leads, not cold calls.

Your role is to build genuine relationships with prospective clients, understand their circumstances, qualify their enquiry, and arrange an appointment with one of our Mortgage & Protection Advisers.

We're not looking for someone who simply follows a script.

We're looking for someone who can hold natural conversations, bring positive energy to every call, make people feel comfortable, and represent our business with professionalism and enthusiasm.

As LMR Financial Services grows, there will be opportunities to take on additional responsibilities and progress into more senior positions within the business.

Key Responsibilities

• Contact warm mortgage and insurance enquiries by telephone.
• Build genuine relationships with prospective clients.
• Create an outstanding first impression of LMR Financial Services.
• Qualify clients by gathering key information, including:

• Employment status
• Annual income
• Residency status
• Credit history
• Book appointments for our Mortgage & Protection Advisers.
• Update our CRM accurately after every conversation.
• Follow up with prospective clients when required.
• Attend the daily tea ---------- eting at 9:00am (UK time).
• Work towards individual and team performance targets.
• Continuously improve your communication skills and product knowledge.

Who We're Looking For

This role is perfect for someone who:

• Loves speaking with people.
• Has a naturally positive personality and brings energy to every conversation.
• Builds trust and rapport quickly.
• Makes customers feel comfortable.
• Is an excellent communicator with fluent spoken English.
• Takes pride in their work.
• Is organised, reliable and self-motivated.
• Enjoys learning and developing new skills.
• Takes ownership rather than waiting to be told what to do.
• Wants to grow with a business rather than simply work for one.
• Is excited by the opportunity to develop into future leadership or operational roles.

Previous experience in appointment setting, telesales, customer service, sales, lead generation or call centres is beneficial, but not essential.

What Success Looks Like

Success in this role isn't simply about making calls.

You'll be successful if you:

• Build genuine relationships with clients.
• Create a positive customer experience.
• Qualify enquiries accurately.
• Book high-quality appointments.
• Meet and exceed performance targets.
• Represent LMR Financial Services professionally.
• Show initiative and continuously look for ways to improve.

Performance Expectations

During your probationary period, you'll be expected to:

• Generate a minimum of 15 fully qualified appointments per month.
• Maintain accurate CRM records.
• Deliver excellent customer service.
• Attend daily tea ---------- etings.
• Meet agreed quality standards.

Quality is just as important as quantity. We value meaningful conversations that create an excellent customer experience.

Career Progression

We're hiring for potential, not just experience.

This role is designed for someone who wants to build a long-term career within our business.

As LMR Financial Services continues to grow, there will be opportunities to progress into areas such as:

• Team Leadership
• Operations
• Training & Coaching
• Recruitment
• Marketing
• Business Development
• Process Improvement

We regularly review performance and recognise those who consistently deliver excellent results.

High-performing tea ---------- mbers will have opportunities for:

• Performance-based incentives.
• Salary reviews based on performance and contribution.
• Increased responsibilities.
• Career progression into senior positions as the company grows.

Equipment Requirements

Applicants must have:

• A reliable computer or laptop.
• Stable high-speed internet.
• A high-quality headset and microphone.
• A quiet workspace suitable for professional customer calls.

Why Join LMR Financial Services?

• Warm leads only, no cold calling.
• Ongoing training and support.
• Work directly with a growing UK financial services business.
• Performance-based incentives.
• Regular salary reviews based on performance.
• Genuine opportunities for career progression.
• A supportive team that values your ideas and contributions.
• The chance to become an important part of a growing company from an early stage.

How to Apply

Please submit:

• Your CV/Resume.
• A 60 to 90 second voice recording introducing yourself.
• A short paragraph answering the following questions:

• Why would you like to join LMR Financial Services?
• What excites you about working for a growing business?
• Where do you see yourself professionally in the next two years?

We're not just looking for someone to book appointments.

We're looking for someone who wants to build relationships, make a genuine impact, and grow with our business.

If you're ambitious, energetic, customer-focused, and excited by the opportunity to develop your career, we'd love to hear from you.