Home
Bolton
Financial planner
Mortgage Advisor

Mortgage Advisor

Fintelligent

Posted a month ago, valid for 7 days

Bolton, Lancashire BL6 6DE, England

£30,000 - £36,000 per annum

Full Time

Retirement Plan

Life Insurance

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

Sonic Summary

We are seeking a career-driven Sales Advisor to join a leading financial broker in Bolton.
The role is for a Trainee Protection Advisor, with a salary range of £23,500 to £25,000 and an OTE of £35,000.
Candidates should have proven experience in a sales and targeted environment, with a focus on exceeding targets and KPIs.
The position involves following up on warm leads related to life insurance and does not require cold calling.
The company offers excellent career development opportunities, training, and benefits such as BUPA Healthcare and a pension scheme.

We are recruiting for career driven sales advisor to join an outstanding financial broker located in Bolton. Due to company growth our award-winning client is looking for Trainee Protection Advisor to 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 KPI’s

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

Apply now in a few quick clicks

Mortgage Advisor

Independent Financial Adviser

Financial Adviser

Financial Planning Assistant