Financial Services Expert

3 hours ago


East Liverpool, Ohio, United Kingdom CV-Library Full time

About the Opportunity:

We are a growing organisation looking to expand our insurance teams in Liverpool. This is a fantastic opportunity for experienced sales professionals to grow with a thriving company.

Job Summary:

This role is ideal for an experienced sales advisor, preferably with insurance and sales experience. You will collaborate with industry experts to provide insights and advice to customers, gathering information to offer policy options based on their needs.

Key Responsibilities:

  • Identify customer requirements to source suitable insurance products
  • Deliver impactful sales calls and provide recommendations to customers
  • Quote customer prices and gain business
  • Maintain a thorough understanding of lender criteria to ensure suitability
  • Work with other teams towards successful completion
  • Follow up on leads and chase cases for updates
  • Achieve minimum targets with meticulous care and attention
  • Provide exceptional service at all times, adhering to FCA guidelines

Requirements:

  • Previous sales experience in insurance or a related field
  • Ability to work to targets and achieve results
  • Strong IT skills, including proficiency in relevant software
  • A stable career history, with a strong track record of achievement
  • Ideal: previous experience in insurance-based sales or a related field

Location: Liverpool

Salary: £25,000 - £26,000 per annum

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