Growth-Oriented Financial Services Sales Pro

Just Mortgages

Crewe

On-site

GBP 20,000 - 24,000

Full time

6 days ago

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Benefits offered by this job

30 days annual leave

Company pension

Training via Learning & Development

Fully paid hotel stay during training

Eye care contribution

Employee referral bonus

Elevate Awards eligibility

Job summary

Just Mortgages in Crewe is seeking a proactive Financial Services Sales Advisor to support our Financial Services Team. You will be the first point of contact for client enquiries, book appointments with in-house advisers, and explain the benefits of our financial services offering.

A fast-paced environment and strong communication are essential. With a base salary of £22,000 and on-target earnings of £40,000, you’ll enjoy a comprehensive benefits package, training via our centre, and

Qualifications

Experience in financial services or appointment booking preferred.
Knowledge of FCA guidelines and financial terminology is advantageous.
Experience using ROSIE CRM is desirable.

Responsibilities

Be the first point of contact for financial services enquiries via phone, email, and in person.
Book financial services appointments with in-house mortgage advisers and coordinate diaries.
Explain the benefits of our financial services offering to clients and manage referral leads.
Log interactions and appointments in the ROSIE system and maintain accurate records.