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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.
