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Junior Sales Business Consultant

Job Posted: 13 hours ago

  • Salary: £ 22,000 - 25,000 / Annum

    Job Type: Permanent

  • Location: Horwich, Borough of Bolton

Expire in: a month

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

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