At a Glance
- Tasks: Engage with clients, identify their needs, and book appointments for financial specialists.
- Company: Prestigious financial services company focused on personalised client solutions.
- Benefits: £26,000 basic salary plus uncapped commission, with potential earnings around £40,000.
- Other info: Exciting opportunities for growth and performance-based rewards.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Confident communicator with sales or customer service experience preferred.
The predicted salary is between 26000 - 40000 £ per year.
Don't miss this fantastic opportunity for a talented salesperson to work with a prestigious financial services company.
Our client is a UK-based Financial Services company that helps individuals, families, and businesses put tailored solutions in place, including mortgages, protection, wills, pensions/investments, and inheritance tax planning. They focus on providing personalised guidance to help clients safeguard their assets, protect loved ones, and ensure their wishes are carried out with clarity and confidence.
They are seeking an ambitious and motivated Sales Executive to identify potential clients who may benefit from their services. The role focuses on building relationships, identifying client needs, and arranging appointments for qualified advisers. No financial advice is given by the Sales Consultant.
About the RoleThe Sales Consultant's responsibility is to understand a client's circumstances, identify potential areas where professional advice may be beneficial, and introduce them to the appropriate specialist within Asset Harbour.
Key Responsibilities- Client Engagement
- Speak with prospective clients.
- Build rapport and trust.
- Understand the client's current situation.
- Identify potential financial planning needs.
- Generate qualified appointments.
- Fact Finding
- Gather information including:
- Homeownership status
- Mortgage position
- Family circumstances
- Employment status
- Existing protection arrangements
- Will status
- Retirement planning considerations
- Appointment Generation
- Book appointments with:
- Mortgage Advisers
- Protection Advisers
- Will Writers
- Wealth Managers
- CRM Management
- Update client records.
- Record conversations accurately.
- Manage follow-up activity.
- Maintain data quality standards.
- Business Development
- Generate referrals.
- Attend networking events (optional).
- Follow up company-generated enquiries.
- Confident communicator
- Strong telephone manner
- Good listener
- Self-motivated
- Organised
- Sales experience
- Customer service experience
- Call centre experience
- Weekly KPIs
- Outbound calls made
- Conversations held
- Fact finds completed
- Appointments booked
- Appointments attended
- Monthly KPIs
- Appointments generated
- Conversion rates
- Revenue generated from appointments
- Cross-referrals generated
£26,000 basic + commission. Potential earnings are uncapped and based on performance OTE £40,000. Sales Consultants receive commission for:
- Qualified appointments attended
- Business completed (where applicable)
- Cross-referrals generated
- Team incentives and bonuses
If you have the skills and experience required for this position, click apply today and check your inbox for an email providing more information on how to complete your application and provide any other supporting documents. You must be authorised to work in the UK. No agencies, please.
Sales Executive in Camberley employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land Sales Executive in Camberley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like All The Top Bananas. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sales Executive in Camberley
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to All The Top Bananas.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on All The Top Bananas's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at All The Top Bananas
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with All The Top Bananas.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at All The Top Bananas will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former All The Top Bananas employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
