Telephone Advisor - Financial Services
Telephone Advisor - Financial Services

Telephone Advisor - Financial Services

Freelance 30000 - 40000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide expert financial advice on protection products and build strong client relationships.
  • Company: Join Plus Financial, a growing team in the financial services sector.
  • Benefits: Enjoy flexible working hours and uncapped earning potential.
  • Other info: Ideal for ambitious individuals looking to thrive in a self-employed role.
  • Why this job: Seize the chance to grow your career with quality leads and a supportive environment.
  • Qualifications: Proven experience in protection sales and excellent communication skills.

The predicted salary is between 30000 - 40000 £ per year.

Plus Financial are looking for an experienced PROTECTION ADVISER to join our growing team on a self-employed basis. If you have a proven recent track record in protection sales and want quality leads provided, this could be the perfect opportunity.

  • Self-employed role with uncapped earning potential
  • Flexible working arrangement
  • Opportunity to grow with an ambitious business
  • 50/50 split after network deductions on business-provided leads
  • 75/25 split after network deductions on self-generated business
  • Confident recommending life cover, critical illness cover and income protection
  • Excellent communication and relationship-building skills
  • We’re looking for advisers who can demonstrate consistent recent performance and are serious about building a successful long-term career.

Telephone Advisor - Financial Services employer: Plus Financial Group

At Plus Financial, we pride ourselves on being an excellent employer by offering a flexible working environment that empowers our Telephone Advisors to thrive. With uncapped earning potential and a supportive culture focused on growth, we provide our team with quality leads and the opportunity to build a successful long-term career in financial services. Join us and be part of an ambitious business that values your expertise and fosters meaningful professional development.
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Contact Detail:

Plus Financial Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Telephone Advisor - Financial Services

✨Tip Number 1

Network like a pro! Attend industry events and connect with other financial services professionals. Building relationships can lead to referrals and opportunities that you won't find on job boards.

✨Tip Number 2

Practice your pitch! When you're in an interview or networking situation, be ready to confidently explain your experience in protection sales. Show them why you're the best fit for their team.

✨Tip Number 3

Leverage social media! Use platforms like LinkedIn to showcase your expertise in financial services. Share insights, engage with others, and make sure your profile reflects your skills and achievements.

✨Tip Number 4

Apply through our website! We want to see your application directly, so don’t hesitate to submit your details. It’s a great way to stand out and show your enthusiasm for joining Plus Financial.

We think you need these skills to ace Telephone Advisor - Financial Services

Protection Sales
Life Cover Recommendation
Critical Illness Cover Recommendation
Income Protection Recommendation
Excellent Communication Skills
Relationship-Building Skills
Proven Track Record in Sales
Self-Generated Business Development
Performance Consistency
Ambition

Some tips for your application 🫡

Show Off Your Experience: Make sure to highlight your recent track record in protection sales. We want to see how you've excelled in this area, so don’t hold back on those achievements!

Tailor Your Application: Take a moment to customise your application for the Telephone Advisor role. Use the job description as a guide and align your skills and experiences with what we’re looking for.

Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so make sure your communication is easy to follow and gets straight to the point.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!

How to prepare for a job interview at Plus Financial Group

✨Know Your Stuff

Make sure you brush up on your knowledge of life cover, critical illness cover, and income protection. Be ready to discuss your previous experience in protection sales and how you've successfully built relationships with clients.

✨Showcase Your Success

Prepare to share specific examples of your recent performance in sales. Use numbers and metrics to highlight your achievements, as this will demonstrate your capability and confidence in the role.

✨Practice Your Pitch

Since communication is key, practice explaining complex financial products in simple terms. This will show that you can effectively communicate with clients and build rapport, which is crucial for a Telephone Advisor.

✨Ask Insightful Questions

Come prepared with questions about the company’s approach to leads and support for self-employed advisers. This shows your interest in the role and helps you gauge if it’s the right fit for you.

Telephone Advisor - Financial Services
Plus Financial Group

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