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- Tasks: Engage with clients over the phone to provide tailored protection advice.
- Company: Join a successful Mortgage and Protection Advice firm with a strong reputation.
- Benefits: Enjoy full training, commission incentives, and a supportive team environment.
- Why this job: Kickstart your career in finance while helping people and earning money.
- Qualifications: 6 months of sales experience required; excellent communication skills essential.
- Other info: Opportunities for industry-recognised qualifications and clear progression to qualified roles.
The predicted salary is between 20000 - 28000 £ per year.
Dynamite Recruitment are assisting in the recruitment of a Trainee Financial Sales Advisor to join a very successful Mortgage and Protection Advice firm! This is a fantastic entry point into the financial services industry, offering full training and the opportunity to build a rewarding career in protection advice.
This is a great opportunity if you are money motivated and wanting to build a longstanding and respected career.
You’ll be speaking to clients over the phone, understanding their needs, and providing guidance on a range of protection products including life insurance, critical illness cover, and income protection.
If you have a passion for helping people and earning money with at least 6 months’ experience in sales, we want to hear from you!
Key Responsibilities:- Conduct outbound and inbound calls with potential clients.
- Engage customers in conversations to identify their protection needs.
- Offer suitable protection products based on individual requirements.
- Guide customers through the application process with clarity and care.
- Consistently meet or exceed sales and service targets.
- Maintain accurate records using CRM and internal systems.
- Participate in training and development sessions to build knowledge and skills.
- Minimum 6 months sales experience in any industry (mandatory).
- Excellent communication skills, both verbal and written.
- Passion for success.
- 12+ months of sales experience.
- Previous experience in a telephony-based role.
- Background in financial services or insurance.
We’re looking for individuals who are not only capable but also bring the right attitude and mindset to succeed. Ideal candidates will demonstrate:
- Emotional Intelligence: Strong listening skills, empathy, and the ability to remain calm under pressure.
- Resilience & Grit: Comfortable with outbound calling, handling objections, and bouncing back from rejection.
- Outgoing & Friendly Nature: Able to start conversations easily and build rapport quickly.
- Persuasiveness: Confident communicator with the ability to influence without being pushy.
- Goal-Oriented Mindset: Motivated by targets and driven to achieve or exceed expectations.
- Curious & Inquisitive: Asks the right questions to understand customer needs and tailors their approach.
- Organized & Self-Disciplined: Efficient with managing time, calls, follow-ups, and CRM systems.
- Full structured training and development program.
- Clear progression path to qualified Protection Advisor roles.
- Commission structure and performance-based incentives.
- Supportive team environment with regular coaching.
- Opportunities to gain industry-recognised qualifications (optional/add if applicable).
- Salary circa £25,000 - £28,000 DOE.
For more details please apply or contact Tegan at Dynamite Recruitment.
Trainee Financial Sales Advisor employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Sales Advisor
✨Tip Number 1
Familiarise yourself with the financial products you'll be discussing, such as life insurance and income protection. Understanding these products will help you engage more effectively with potential clients and demonstrate your knowledge during conversations.
✨Tip Number 2
Practice your communication skills, especially over the phone. Role-playing with a friend or family member can help you become more comfortable with outbound calls and improve your ability to handle objections.
✨Tip Number 3
Develop your emotional intelligence by actively listening to others and practising empathy. This will not only help you connect with clients but also enable you to understand their needs better, which is crucial in sales.
✨Tip Number 4
Set personal sales goals for yourself to stay motivated and focused. Having clear targets will help you maintain a goal-oriented mindset, which is essential for success in this role.
We think you need these skills to ace Trainee Financial Sales Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your sales experience, especially the 6 months required. Emphasise any relevant skills such as communication, resilience, and goal orientation that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping people and your motivation to succeed in sales. Mention specific examples from your past experiences that demonstrate your ability to meet targets and engage customers.
Highlight Relevant Skills: In your application, focus on skills like emotional intelligence, persuasiveness, and organisation. Use concrete examples to illustrate how you've used these skills in previous roles, particularly in sales or customer service.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in a client-facing role.
How to prepare for a job interview at Dynamite Recruitment
✨Showcase Your Sales Experience
Make sure to highlight your previous sales experience during the interview. Discuss specific examples where you successfully met or exceeded targets, as this will demonstrate your capability and motivation for the role.
✨Demonstrate Emotional Intelligence
Since the role requires strong listening skills and empathy, be prepared to discuss how you've handled customer interactions in the past. Share instances where you effectively understood a client's needs and provided tailored solutions.
✨Prepare for Objection Handling
Expect questions about how you would handle objections during calls. Think of scenarios where you faced rejection and how you bounced back. This will show your resilience and grit, which are essential traits for this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and the role. This not only shows your curiosity but also your genuine interest in helping clients with their protection needs. It’s a great way to engage with the interviewer and leave a positive impression.
