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Insurance Sales Professional

2 months ago

Bolton, Bolton, United Kingdom Fintelligent Full time
Unlock Your Sales Potential with Fintelligent

Fintelligent, a leading financial broker in Bolton, is seeking a seasoned Sales Executive to join their team as an Insurance Advisor. This exciting opportunity offers a chance to take your sales career to the next level and enjoy a supportive environment that fosters growth and development.

About the Role

As an Insurance Advisor, you will be responsible for:

  • Following up on warm leads for life insurance from internal departments.
  • Completing fact finds.
  • Managing pipelines and diaries.
  • Working to KPI and targets.
Package and Benefits

The Insurance Advisor package includes:

  • Annual salary of £25,500 with an OTE of £40,000 – UNCAPPED.
  • Funding for RO5 qualification.
  • Vitality Healthcare.
  • Company Pension Scheme on completion of probation.
  • Rising holiday entitlement.
  • Free secure parking.
  • Access to training and development.
  • Career progression opportunities.
  • Annual awards evening.
  • Regular social nights.
  • Smart casual dress code.
  • Reward and recognition.
Requirements

To be a successful Insurance Advisor, you should have:

  • Proven experience in a sales and targeted environment.
  • Experience in Life Insurance, Pension, Critical Illness, Mortgage Adviser, Pension Adviser, Banking, or other Financial Background is a plus.
  • Experience in outbound sales as a Sales Executive, Sales Advisor, New Business Consultant, or similar.
  • Proven experience exceeding targets and KPIs.

If you have experience or interest in roles such as Life Insurance Advisor, Pension Advisor, Critical Illness Advisor, Mortgage Advisor, or Financial Sales Executive, you might find this Insurance Advisor position to be a perfect fit.