About the Role

We are looking for an experienced Broker Sales Representative to join a growing financial services business.

The successful candidate will be responsible for cold calling prospective clients, contacting existing clients, identifying new business opportunities, and selling insurance and banking-related financial products.

This is a highly target-driven sales role for someone who is confident on the phone, commercially minded, and experienced in converting conversations into sales.

Key Responsibilities

• Make high-volume outbound cold calls to prospective clients.
• Contact and manage existing clients to identify additional needs and sales opportunities.
• Generate new business through proactive telephone-based sales.
• Identify opportunities across insurance and banking/financial products.
• Conduct needs-analysis conversations with prospective and existing clients.
• Present suitable products and solutions based on client requirements.
• Handle objections and confidently close sales.
• Follow up with prospects and clients throughout the sales process.
• Maintain and manage an accurate sales pipeline.
• Record all client interactions and activity on the CRM.
• Achieve monthly and quarterly sales targets.
• Cross-sell and upsell additional financial products to existing clients.
• Maintain strong, professional client relationships.
• Ensure all sales activity complies with relevant financial services regulations.
• Valid RE5 certificate — mandatory.
• Previous experience in financial services, insurance, banking or brokerage sales.
• Proven experience in cold calling and telephone-based sales.
• Experience dealing with both new and existing clients.
• Demonstrable track record of achieving sales targets.
• Strong communication and negotiation skills.
• Confident objection handling and closing ability.
• Good CRM and computer literacy.
• Strong understanding of financial products and client needs.

Minimum Requirements

Ideal Candidate

We are looking for someone who has previously worked in:

• Insurance sales
• Short-term insurance
• Life insurance
• Banking sales
• Financial services
• Brokerages
• Financial advisory
• Contact-centre financial sales
• Bancassurance
• Direct sales environments

Strong preference for candidates who have sold both insurance and banking/financial products.