Are you hungry to succeed, confident on the phone, and thrive in a fast-paced sales environment?
We’re Trusted Advisor — a company dedicated to connecting individuals seeking financial guidance with FCA-regulated financial advisers specialising in areas such as tax efficiency, pension consolidation, and investments.
We’re looking for driven, ambitious individuals who love picking up the phone, building pipelines, and creating opportunities. This isn’t a client servicing role — it’s about being proactive, hunting for opportunities, and playing a key part in helping people access the right financial advice.
What you’ll be doing
•Speaking with inbound leads from our marketing team to qualify and book appointments with advisers
•Generating your own leads and maintaining a healthy pipeline
•Driving activity and hitting weekly and monthly targets
•Staying organised and on top of follow-ups and next steps
•Supporting the team on sales initiatives to help scale the business
What we’re looking for
•Ideally at start of their career with 1–2 years of experience in outbound sales, lead generation, or telesales (but we value hunger and ambition just as much as experience)
•Comfortable and confident speaking on the phone
•Strong organisational skills and the ability to keep your pipeline moving
•A true hunter mentality — proactive, persistent, and motivated to succeed
Why join us
•Uncapped commission, OTE 50k 1st year.
•Be part of a company making financial advice more accessible and efficient
•Work with innovative AI tools that support advisers and enhance client experiences
•Uncapped opportunity to grow as the company scales
•Supportive, energetic, and ambitious team culture
If you’re someone who thrives on the phone, loves chasing opportunities, and wants to grow in a scaling business — we’d love to hear from you.