Sales Advisor, Financial Services

  • Location


  • Discipline:

    Customer Contact, MERJE Front-Line Talent

  • Job type:


  • Salary:

    £16,000 - £18,000 (Uncapped OTE, realistic OTE £21-25K)

  • Consultant:


  • Email:


  • Job ref:


  • Published:

    almost 3 years ago

Salary: £16,000 - £18,000 (Uncapped OTE, realistic OTE £21-25K)

Start Date: ASAP

Hours: Monday to Friday 9am – 5.30pm, with one late finish per week (8pm), no weekends

My award winning client is looking for ambitious, positive and fun candidates to start in their impressive offices in Horwich, Bolton.  Due to their rapid growth over the last ten years, they are able to offer fabulous and realistic career progression opportunities to candidates who are looking to start with a company who believe in developing their staff to the best they can be. To be successful with this company, you need to have a positive attitude, a hunger in your tummy to succeed and a stable career history.

Experience in Sales is advantageous, but not essential, as full training is provided. The most important thing is to have a positive personality, a winning attitude and great work ethics.


  • Making outbound warm sales calls to potential customers
  • Conduct a detailed fact-finding questionnaire with customers and check their eligibility for equity release
  • Build rapport with the customer
  • Adhere to strict DPA policies
  • Have the ability to identify potential vulnerable customers and deal with them accordingly
  • Deal with ad-hoc inbound customer service and sales enquiries
  • Work towards realistic sales and quality SLA’s and targets
  • Inputting customers information accurately into the in-house system
  • Manage a portfolio of on-going equity release cases
  • Customer ID verification
  • Booking appointments for the internal sales advisors

Desired Skills & Experience:

  • Have the ability to overcome objections
  • Articulate and a good telephone manner
  • Capture data accurately and input into the in-house system
  • Excellent soft skills

Keywords: sales, outbound, inbound, customer service, sales advisor, sales adviser, b2b, b2c, call centre, contact centre, sales person, telesales, sales jobs, sales roles, telesales jobs, Horwich, Bolton,