Trainee Financial Sales Advisor

Dynamite Recruitment are assisting in the recruit 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 & 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.

Required Experience:

• Minimum 6 months sales experience in any industry (mandatory).
• Excellent communication skills, both verbal and written
• Passion for success

Desirable Experience:

• 12+ months of sales experience.
• Previous experience in a telephony-based role.
• Background in financial services or insurance.

Personal Attributes: 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.

What We Offer:

• 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