Job Description

Are you looking for an office-based sales role with loads of potential?

As a financial services sales agent, you must be an ambitious and disciplined self-starter with a strong work ethic, a high degree of integrity and the passion to exceed expectations.
You must also be eager to learn and to be coached in the finer points of the business. It is also important that you have excellent verbal and written communication as well as the ability to establish rapport and develop relationships with a wide and diverse variety of customers.

Key Responsibilities

" Optimise sales opportunities to meet and exceed targets whilst maintaining compliance and quality standards
" Working from a data bank of prospective customers, contacting potential customers
" Handle inbound/outbound calls and deal with their enquiries whilst adhering to FCA rules and regulations
" Explaining the Features and Benefits of the Client`s products.
" Build relationships with Key Decision makers.
" Profiling the prospective customers to identify real needs, through effective questioning.
" Achieving daily and hourly KPI`s
" Scheduling call backs, for follow ups
" Identify new business opportunities with existing and potential customers through effective establishing of customer needs.
" Maintain awareness of company products and of relevant sales techniques to ensure that the sales role is carried out as effectively as possible.

Key Skills
" Excellent communication skills
" Genuine interest in helping customers
" Extremely self-driven
" Self Motivated
" Interpersonal Skills
" Able to work under pressure
" Innovative
" Ability to work as part of a team as well as demonstrating own initiative


Great Benefits and achievable monthly bonus
12-week training programme including 8 weeks support on the job


If this is you then please apply below or contact Ben Harrison at Brook Street 01463 729213