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Mortgage Advisor

Fintelligent Search
Posted a month ago, valid for 16 days
Location

Bolton, Lancashire BL6 5UE, England

Salary

£35,000 per annum

Contract type

Full Time

Retirement Plan
Life Insurance
In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking a career-driven Trainee Protection Advisor to join a growing financial broker in Bolton.
  • The role offers a salary between £23,500 and £25,000, with an on-target earnings (OTE) potential of £35,000.
  • Candidates should have proven experience in a sales and targeted environment, ideally with a background in financial services.
  • The position involves following up on warm leads regarding life insurance inquiries, with no cold calling required.
  • The company provides excellent benefits, including healthcare, pension scheme, and opportunities for career development.
We are recruiting for career driven sales advisorto join an outstanding financial broker locatedin Bolton. Due to company growth our award-winning client is looking for Trainee Protection Advisorto join their growing team. You will be starting career with a company that invest in their staff and fund financial qualifications. Salary up to £23,500 - £25,000 with an OTE of £35,000, excellent career development and company benefits.

The purpose of this role is contact existing customer regarding their Life Insurance enquiry that have been generated through different avenues of the business. NO COLD CALLING!

Benefits for the Trainee Protection Advisor:

  • £23,500 - £25,000 with OTE £35,000 UNCAPPED
  • BUPA Healthcare
  • Company Pension Scheme on completion of probation
  • Rising holiday entitlement
  • Free secure parking
  • Great location close to transport links
  • Access to training and development
  • Career progression
  • Annual awards evening
  • Regular social nights
  • Smart casual dress code
  • Reward and recognition
Duties for the Trainee Protection Advisor:

  • Following up on warm leads for life insurance that have come from an internal department
  • Completing fact finds
  • Pipeline and diary management
  • Working to KPI and targets
Skills for the Trainee Protection Advisor:

  • Proven experience working in a sales and targeted environment
  • Any of the following experience would be a huge advantage but not essential Life Insurance, Pension, Critical Illness, Mortgage Adviser / Advisor, Pension Adviser / Advisor / Banking or other Financial Background
  • Experience working in: Outbound sales as a Sales Executive, Sales Advisor, New Business Consultant or Similar
  • Must have proven experience exceeding targets and KPIs


To be considered for this Trainee Protection Advisor role, please apply with your most recent CV or call Jenni on 01614166135 for further information.



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In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.