At a Glance
- Tasks: Engage with clients, identify their needs, and book appointments with financial specialists.
- Company: Join a prestigious financial services company focused on personalised client solutions.
- Benefits: Uncapped commission potential and flexible self-employed role.
- Other info: Dynamic role with opportunities for networking and personal growth.
- Why this job: Perfect for ambitious individuals seeking to build relationships and earn based on performance.
- Qualifications: Confident communicator with strong listening skills; sales experience is a plus.
The predicted salary is between 28000 - 40000 £ per year.
Don't miss this fantastic opportunity for a talented salesperson to work with a prestigious financial services company. This self-employed, commission-only opportunity is ideal for ambitious individuals who thrive on building relationships and want uncapped earning potential.
Please note: you must be authorised to work in the UK.
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 ambitious and motivated Self-Employed Sales Consultants 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 Role
The 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.
Key Skills
Essential
- Confident communicator
- Strong telephone manner
- Good listener
- Self-motivated
- Organised
Desirable
- Sales experience
- Customer service experience
- Call centre experience
Success Measures
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
Earnings
Commission Only. 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
How to Apply
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.
Other suitable skills and experience include Self-Employed Sales Representative, Field Sales Consultant, Business Development Executive, Appointment Setter, Lead Generation Executive, Sales Executive, Telesales Executive, Customer Sales Advisor, Estate Agency Negotiator, Property Consultant, Recruitment Consultant, Business Development Consultant, Client Relationship Executive, Account Manager, Direct Sales Representative, Commission-Only Sales Consultant.
Locations
Self-Employed Sales Consultant in Blackwater, Hampshire employer: hirepeople.ai
Join a prestigious financial services company in Camberey as a Self-Employed Sales Consultant, where your ambition and relationship-building skills can lead to uncapped earnings. With a supportive work culture that prioritises personal growth and professional development, you'll have the opportunity to connect with clients and make a meaningful impact on their financial futures. Enjoy the flexibility of self-employment while being part of a team that values your contributions and encourages networking and referrals.
