Insurance and Protection Advisor

1 week ago


Horwich, Bolton, United Kingdom Mortgage Advice Bureau Full time
Key Responsibilities

The successful candidate will be responsible for:

  • Sourcing the best financial products based on the customer's individual needs and wants
  • Completing sales calls with our customers, making suitable recommendations backed up with careful research and knowledge of products
  • Working closely with Fluent's case management team to work the cases through to the offer
  • Maintaining high-performance standards and staying up-to-date with industry regulations
  • Remaining up-to-date with CPD requirements

The ideal candidate will have proven experience of working successfully to sales targets, current or recent experience of an outbound call environment, and the ability to respond quickly to training and adapt to changes within the industry.



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