Sales Executive - Financial Services

Platinum Financial Recruitment
20 Mar 2017
19 Apr 2017
Contract Type
Full Time
Sales Executive - Financial Services
£24,000 Basic OTE Uncapped (£45,000 AVG.)

Hours of Work:
Monday to Friday position with a 3pm finish on a Friday

Monthly Bonus:
Avg. Earners £1,850 - £2,250 per month

Training Programme:

Full 3 week onsite training programme with an industry specialist. The business have recently been accredited for their outstanding service which is hugely down to their intensive advisor training scheme. The trainer will ensure you are fully compliant, understand all the providers' criteria as well as developing your sales techniques.

Development Opportunities:

Upon completion of 6 months within the business, your basic salary will immediately rise to £27,000. Following 12 months within the business you are eligible to complete your industry qualifications (Cii, RO5, RO6) which the business will fund. Once these are completed, your basic will again rise to in excess of £30,000. In addition to this, 100% of managers have come from internal applicants.

The Business:

One of the UK's largest independent Life Insurance Brokerages. The business work with a panel of 10 5* rated insurers and work exclusively with the best lead sources in the UK for life insurance. All customers have enquired regarding life insurance and have been pre vetted by an internal enquiry agent before they are passed to the Sales Executive. There is no cold calling throughout the business. The business have continued into developing their brand and have recently invested heavily into NEW lead sources and their IT software to streamline the customer journey. They are currently receiving a huge influx of hot leads and are looking to expand their sales team.

The Role:

You will be managing a pipeline of your OWN hot key's which are distributed evenly throughout the team. You will be expected to advise your clients through an in depth fact find regarding their life insurance requirements. Essentially, you are underwriting the policy for the customer whilst understanding the insurance providers' criteria so you can source the most appropriate policy for the customer. This is an extremely fast paced, multi-faceted position.

The business are looking for experienced financial services sales executives who are looking for a challenging but rewarding career.

If you are one of the North West's best Sales Executives, please apply ASAP or email a copy of your CV to