At a Glance
- Tasks: Build relationships and deliver tailored financial solutions to the Military community.
- Company: Forces Mutual, dedicated to supporting the Military family.
- Benefits: Competitive salary, car allowance, bonus scheme, and comprehensive benefits.
- Other info: Dynamic role with training and development opportunities.
- Why this job: Make a real impact on the lives of military personnel and their families.
- Qualifications: Proven sales experience in financial services and strong relationship-building skills.
The predicted salary is between 45000 - 45000 £ per year.
Remote, field based sales role covering regiments in the Tidworth area. £35,000 - £45,000 per annum + car allowance + bonus scheme + benefits.
Are you an experienced sales professional passionate about serving the Military community? Here at Forces Mutual, we’re passionate about investing in the wellbeing of the Military family and we continually strive to make a positive difference to their lives and the wider Military community.
We’re looking for a Senior Military Sales Advisor to deliver exceptional sales and service to military personnel, their families, and dependents. This is an exciting opportunity to represent a trusted brand, meet customer needs, and achieve personal success in a dynamic and rewarding environment.
Role PurposeAs a Senior Military Sales Advisor, you will build strong relationships with the Military/MoD community, delivering tailored financial protection and wellbeing solutions. You will confidently promote and sell a range of products, including ISAs, Kit, PA, and Travel Insurance, while working independently to exceed sales targets and business objectives.
Core Responsibilities- Build positive relationships with customers, their families, and camp personnel.
- Confidently deliver presentations to promote our broader product range.
- Organize reviews, manage appointments, and ensure sales administration meets regulatory and company standards.
- Conduct business in compliance with internal and external regulatory requirements.
- Exceed personal sales targets through proactive activity and self-management.
- Seek new business opportunities and generate referrals from existing customers.
- Collaborate with other business areas for shared customer benefits.
- Track and manage income through effective pipeline management.
- Maintain flexibility in working hours and travel to fulfill customer needs.
- Proven track record of achieving and exceeding sales targets within a financial services, insurance, banking, military welfare, or related sales environment.
- Experience of developing new business opportunities and building long-term customer relationships.
- Demonstrable success in generating referrals, cross-selling products, and managing a sales pipeline.
- Experience of delivering presentations, briefings, or workshops to groups of varying sizes.
- Experience of working within a regulated environment and adhering to compliance requirements.
- Experience of managing administrative processes accurately and maintaining detailed customer records.
- Ability to work independently, managing own diary, appointments, and sales activity levels.
- Strong understanding of consultative sales techniques and relationship management.
- Knowledge of financial products and services, including savings, insurance, protection, and investment products.
- Understanding of FCA regulations, Treating Customers Fairly principles, and financial services compliance requirements.
- Awareness of the unique needs and circumstances of military personnel, veterans, and their families.
- Understanding of sales pipeline management and business development principles.
- Exceptional communication and interpersonal skills, with the ability to build trust and credibility quickly.
- Confident presenter, capable of delivering engaging briefings to military personnel and community groups.
- Strong influencing and negotiation skills.
- Excellent organisational and time management skills.
- Ability to identify customer needs and recommend appropriate financial solutions.
- Strong networking and relationship-building capabilities.
- Effective planning and prioritisation skills with the ability to work autonomously.
- High level of accuracy and attention to detail when completing sales and regulatory documentation.
- Competent IT skills, including CRM systems, Microsoft Office, and sales administration tools.
- Previous experience working with serving military personnel, veterans, MOD employees, or military families.
- Background in insurance, protection, savings, investments, or wider financial services.
- Experience of working within military establishments or defence-related organisations.
- Experience of managing key stakeholder relationships within military communities.
- Experience of mentoring or supporting less experienced sales colleagues.
- Certificate in Financial Services, Insurance, or Financial Planning.
- Professional sales qualification.
- Military service background or experience supporting the Armed Forces community.
Why Join Us?
- Rewarding Impact: Help military personnel and their families achieve financial wellbeing.
- Training and Support: Access comprehensive training and development to excel in your role.
If this sounds like you, apply today!
Senior Military Sales Advisor employer: Forces Mutual
Forces Mutual is an exceptional employer dedicated to the wellbeing of the Military community, offering a supportive and dynamic work environment for our Senior Military Sales Advisors. With a strong emphasis on personal growth, we provide comprehensive training and development opportunities, alongside competitive remuneration packages that include a car allowance and bonus scheme. Our commitment to building trust and delivering tailored financial solutions ensures that you will make a meaningful impact while enjoying the flexibility of a remote, field-based role in the Tidworth area.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Military Sales Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the military community and let them know you're on the lookout for opportunities. Personal referrals can make all the difference, so don’t be shy about asking for introductions.
✨Tip Number 2
Prepare for those interviews by researching the company and its values. Understand how they support the military community and be ready to share how your experience aligns with their mission. Show them you’re not just another candidate!
✨Tip Number 3
Practice your pitch! You’ll need to confidently present yourself and your skills, so rehearse how you’d sell your experience as if you were selling one of their products. Make it engaging and relatable to the military audience.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. Let’s get you that Senior Military Sales Advisor role!
We think you need these skills to ace Senior Military Sales Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Military Sales Advisor. Highlight your sales achievements, especially in financial services or military welfare, and don’t forget to mention any experience you have with the military community.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for serving the military community and how your skills align with the job. Be genuine and let your personality come through – we love seeing the real you!
Showcase Your Relationship-Building Skills:In your application, emphasise your ability to build strong relationships. Share examples of how you've successfully connected with customers in the past, especially in a military context, as this is key for the role.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Forces Mutual
✨Know Your Audience
Before the interview, take some time to research Forces Mutual and their commitment to the Military community. Understanding their values and how they support military personnel will help you tailor your responses and demonstrate your passion for serving this unique audience.
✨Showcase Your Sales Success
Prepare specific examples of how you've exceeded sales targets in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your answers, highlighting your consultative sales techniques and relationship management skills that align with the role of a Senior Military Sales Advisor.
✨Demonstrate Your Knowledge of Financial Products
Brush up on your knowledge of financial products relevant to the role, such as ISAs, insurance, and investment options. Be ready to discuss how these products can benefit military personnel and their families, showcasing your ability to identify customer needs and recommend appropriate solutions.
✨Practice Your Presentation Skills
Since delivering presentations is a key part of the job, practice presenting your ideas clearly and confidently. You might even want to simulate a presentation to a group of military personnel, focusing on engaging your audience and addressing their specific needs and concerns.
