Financial Services Sales

Financial Services Sales

Leeds Full-Time 19200 - 21600 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with warm leads, qualify customer needs, and achieve sales targets.
  • Company: Join a vibrant Financial Services Company known for its supportive and fun culture.
  • Benefits: Enjoy a competitive salary, flexible hours, and perks like annual leave and social events.
  • Why this job: This role offers career growth, a friendly team atmosphere, and the chance to make an impact.
  • Qualifications: 2 years of sales experience and strong interpersonal skills are essential.
  • Other info: Work in a smart/casual dress code and enjoy a 4pm finish on Fridays.

The predicted salary is between 19200 - 21600 £ per year.

Are you experienced in sales, telesales or retention\’s? Are you looking to work in a fun filled supportive environment with excellent career progression? We have a great opportunity for a Technical Sales Consultant to join a Financial Services Company in LS1. On a daily basis you will be calling warm leads and qualifying customers in regard to product needs. You will earn commission for every successful qualification. Our client prides themselves on their fun, loving and friendly team. They\’re looking for someone who appreciates a good office culture and can balance professionalism alongside having fun. There are numerous opportunities for progression whether this be in sales or gaining Financial Services qualifications. Working hours: A mix of three shifts between 9am-6:30pm (Finish at 4pm on a Friday) and after probation 1 in 4 Saturday mornings 9-2.30 either paid or TOIL Key Responsibilities: Daily inbound/outbound calls working towards KPI\’s Providing solutions in line with consumer objectives Have the ability to maintain your own workload Updating the CRM accurately and consistently Adhering to OFCOM standards and TCFSkills Required: Minimum of 2 years sales experience working in a target driven environment Strong attention to detail Excellent interpersonal skills Excellent time management and organisational skills RO1 / CMAP / DIPFA would be desirableSalary & Benefits £24,000 – £27,000 (OTE up to £40,000) 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days) 4pm Finish on a Friday Annual performance related Company bonus and salary review 5% Employer pension contribution Opportunities for continuous professional development Discounted annual rail season ticket Buying and selling annual leave scheme Regular social events throughout the year Smart/casual dress code Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK

Financial Services Sales employer: Huntress - Leeds

Join a vibrant and supportive team at our Financial Services Company in LS1, where your sales expertise will be rewarded with competitive commissions and ample opportunities for career advancement. Enjoy a fun office culture that values professionalism while fostering personal growth, alongside benefits like a generous holiday allowance, early Friday finishes, and regular social events to enhance your work-life balance.
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Contact Detail:

Huntress - Leeds Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Services Sales

✨Tip Number 1

Familiarise yourself with the financial services industry. Understanding the products and services offered will help you engage more effectively with potential customers during your calls.

✨Tip Number 2

Practice your sales pitch! Since you'll be calling warm leads, having a confident and engaging approach can make a significant difference in qualifying customers successfully.

✨Tip Number 3

Showcase your interpersonal skills during any interactions. Building rapport quickly is key in sales, so be friendly and approachable to create a positive experience for the customer.

✨Tip Number 4

Be prepared to discuss your previous sales experiences and how you've met targets. Highlighting your achievements will demonstrate your capability and fit for a target-driven environment.

We think you need these skills to ace Financial Services Sales

Sales Experience
Telesales Skills
Customer Qualification
Attention to Detail
Interpersonal Skills
Time Management
Organisational Skills
CRM Proficiency
Understanding of OFCOM Standards
Target Driven Mindset
Problem-Solving Skills
Communication Skills
Ability to Work Independently
Financial Services Knowledge (RO1 / CMAP / DIPFA desirable)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your sales experience, particularly in target-driven environments. Emphasise any relevant achievements and skills that align with the job description, such as attention to detail and interpersonal skills.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company culture. Mention your experience in telesales or retention, and how you can contribute to their fun and supportive environment.

Highlight Relevant Qualifications: If you have any financial services qualifications like RO1, CMAP, or DIPFA, be sure to mention them. Even if you don't have these, express your willingness to pursue further qualifications as part of your career progression.

Showcase Your Communication Skills: Since the role involves daily calls and maintaining a CRM, demonstrate your strong communication skills in your application. Use clear and concise language, and consider including examples of how you've successfully managed customer interactions in the past.

How to prepare for a job interview at Huntress - Leeds

✨Show Your Sales Experience

Make sure to highlight your previous sales experience during the interview. Be prepared to discuss specific examples of how you've met or exceeded targets in a target-driven environment, as this will demonstrate your capability for the role.

✨Emphasise Interpersonal Skills

Since the role involves calling warm leads and qualifying customers, it's crucial to showcase your excellent interpersonal skills. Share instances where you've successfully built rapport with clients or resolved conflicts, as this will reflect your ability to connect with customers.

✨Demonstrate Attention to Detail

Given the importance of updating the CRM accurately, be ready to discuss how you ensure attention to detail in your work. You might want to mention any systems or processes you use to maintain accuracy and consistency in your tasks.

✨Align with Company Culture

The company values a fun and supportive environment, so it’s important to convey your personality and how you fit into that culture. Share your thoughts on balancing professionalism with having fun at work, and perhaps mention any team activities or social events you've enjoyed in past roles.

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