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: Uncapped earning potential with commission-only structure and flexible working.
- Other info: Opportunity for ambitious individuals to thrive in a supportive environment.
- Why this job: Join a dynamic team and build relationships while earning based on your performance.
- Qualifications: Confident communicator with strong listening skills; sales experience is a plus.
The predicted salary is between 40000 - 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.
- Self-Employed Sales Consultant
- Camberey, GU15
- Office Based
- Commission Only
- Potential earnings uncapped
Please note: you must be authorised to work in the UK.
Our client is a UK-based Financial Services company that helps individuals and 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
- #J-18808-Ljbffr
Self-Employed Sales Consultant in Camberley employer: hirepeople.ai
At hirepeople.ai, we pride ourselves on being an exceptional employer that empowers our Self-Employed Sales Consultants to thrive in a dynamic and rewarding environment. Located in Cambye, GU15, we offer unparalleled flexibility, allowing you to manage your own schedule while enjoying the potential for uncapped earnings. Our supportive work culture fosters personal growth and development, ensuring that ambitious individuals can build meaningful client relationships and achieve their financial goals.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Sales Consultant in Camberley
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on hirepeople.ai for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Self-Employed Sales Consultant in Camberley
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at hirepeople.ai. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining hirepeople.ai. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at hirepeople.ai
✨Show Off Your Financial Savvy
When you're talking with hirepeople.ai, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to hirepeople.ai.
