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Insurance Sales Specialist

2 months ago

Bolton, Bolton, United Kingdom Fintelligent Full time
About the Role

Fintelligent is seeking a seasoned Sales Executive to join our team as an Insurance Advisor. As a leading financial broker, we offer a supportive environment where employees can grow and thrive.

Key Responsibilities
  • Follow up on warm leads for life insurance from internal departments.
  • Complete fact finds and manage pipelines and diaries.
  • Work to Key Performance Indicators (KPIs) and targets.
Package and Benefits
  • 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
  • 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.