Financial Sales Consultant (no cold calling)

Bolton
£23,500 PA, OTE £40,000

Financial Sales Consultant
£23,500 PA, OTE £40,000

 Free parking
 Healthcare Cover
 Paid study for CeMAP
 Great working environment

Our client has been established for over eight years and are very passionate about what they do. They are a finance broker offering a huge product range within their market ensuring their customers get the package most suited to them.
Within this role you will be contacting customers that have enquired about a Secured Loan and fact finding in order ascertain the options available to them. You will be providing regulated advice with the aim of securing them as a customer with the best possible option for them.

Duties
• Following up on incoming customer web enquiries and partner referrals
• Contacting potential customers in order to fact find, qualify and provide advice
• Completing in depth financial assessment to understand customer suitability
• Ensuring the customer is matched with the most suited provider for them
• Understanding customer’s needs and building rapport throughout the process
• Working towards and exceeding targets including compliance, sales and conversion
• Ensuring the relevant paperwork is sent out and received within reasonable time
• Learning information regarding lenders and their financial products

Requirements
• Articulate, ability to absorb information and make decisions quickly
• Current or recent experience in a regulated finance company
• Fantastic interpersonal skills and the ability to build rapport
• To be self-motivated with a desire to sell and maximise opportunities

Meet Your Specialist


Senior Recruitment Consultant
Clare Corbishley
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