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Financial Services Advisor
2 months ago
Fintelligent is seeking a seasoned Sales Executive to join our team as an Insurance Advisor. As a leading financial broker, we pride ourselves on investing in our staff and offering excellent career development opportunities.
Key Responsibilities- Follow up on warm leads for life insurance from internal departments.
- Complete fact finds and manage pipelines and diaries.
- Work to KPI and targets, exceeding expectations and driving business growth.
- Annual salary of £25,500 with an OTE of £40,000 – UNCAPPED.
- Funding for RO5 qualification and access to training and development.
- Vitality Healthcare and Company Pension Scheme on completion of probation.
- Rising holiday entitlement and free secure parking.
- Career progression opportunities and annual awards evening.
- Regular social nights and smart casual dress code.
- Reward and recognition for outstanding performance.
- Proven experience in a sales and targeted environment, with a track record of exceeding targets and KPIs.
- Experience in Life Insurance, Pension, Critical Illness, Mortgage Adviser, Pension Adviser, Banking, or other Financial Background is a plus.
- Proven ability to work in outbound sales as a Sales Executive, Sales Advisor, New Business Consultant, or similar.
