Job Description
Junior Sales Business Consultant
Location: 4 days a week Horwich/ 1 day from home
Salary: Competitive benefits
About the Role
We are seeking a proactive and organised Junior Sales Business Consultant to support our team in engaging Independent Financial Advisers (IFAs) and Brokers across the Life and Health markets.
You will play a key role in:
• Outbound calling to complete soft fact-finds
• Handling objections and booking quality introductory calls
• Managing incoming queries and administrative tasks to free up Business Consultants to focus on generating new business
This is a dynamic role with a mix of client interaction, business development support, and operational coordination, offering excellent exposure to the financial services industry.
Key Responsibilities
Outbound & Client Engagement
• Proactively make outbound calls to IFAs/Brokers to book introductory calls for Business Consultants
• Complete soft fact-finds and handle objections effectively
• Assist IFAs/Advisers with tools, literature, and resources to make it easier for them to do business with us
Business Consultant Support
• Manage diaries and book appointments (including introductory meetings)
• Handle incoming enquiries by phone and email, ensuring matters are resolved without unnecessary escalation
• Maintain and manage Business Consultants’ sales pipelines, keeping advisers informed at all stages
• Keep accurate CRM records and update all stakeholders regularly
Operational & Event Coordination
• Manage the sales support inbox efficiently
• Assist with webinars: setting up, sending invites, tracking attendance, and hosting smaller sessions
• Send CPD certificates and follow-up literature to advisers after training sessions
• Register advisers for our underwriting tools, academy, and insights hub
Process & Efficiency
• Collaborate with the Team Manager to drive efficiencies in the sales support function
• Complete daily task lists provided by Business Consultants
• Identify opportunities to improve workflows and reduce admin for the sales team
About You
• Excellent communication skills (both verbal and written)
• Strong organisational skills with the ability to manage multiple priorities
• Confident telephone manner and ability to handle objections professionally
• Proactive approach with a focus on efficiency and problem-solving
• Experience in financial services or supporting a sales team is desirable but not essential
Why Join Us?
• Work in a fast-paced and supportive environment
• Gain valuable exposure to the Life and Health insurance sectors
• Opportunity to develop skills in business development, client engagement, and sales operations
• Career growth potential within the organisation
How to Apply
If you’re a proactive communicator with a passion for building strong business relationships and supporting sales success, please send your CV and a short cover letter outlining your suitability.