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.