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- Tasks: Help families save, invest, and protect their finances from home.
- Company: Join a respected mutual society with over 140 years of heritage and 3 million clients.
- Benefits: Enjoy a competitive salary, uncapped commission, and a contributory pension scheme.
- Why this job: Make a real impact on people's lives while enjoying flexibility and autonomy in your work.
- Qualifications: Sales experience and a track record of meeting KPIs are essential; Teams experience preferred.
- Other info: Work from home with the opportunity for evening appointments and a supportive team environment.
The predicted salary is between 28000 - 32000 £ per year.
This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances. You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families. In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action. This is a Financial Consultant job with all of the financial advice being delivered via Microsoft Teams. Home Based Financial Consultant Requirements Essential – you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets Essential – you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary Candidates with experience of selling via Microsoft Teams would be preferred The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check The Company Long-established mutual society with heritage of over 140 years! They have over 3 million clients and rated 4.7 out of 5! They are keen to continue building their team of nearly 200 Sales Advisors! Home Based Financial Consultant Benefits Salary of £28,000 rising to £32,000 following passing Probation with Year 1 OTE of £45,000 and Year 2/3 OTE of £65,000+ Benefits include uncapped monthly commission and contributory pension of up to 10% and DIS (pension is based on total earnings) Home based role with meetings undertaken via telephone or Teams You must be comfortable undertaking some evening appointments (TOIL provided) 35 hours per week, with autonomy to manage your diary / hours to maximise your performance Award winning point of sale system Start Date Early September 2025 Locations Home based Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. TPBN1_UKTJ
Home Based Financial Consultant employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Home Based Financial Consultant
✨Tip Number 1
Familiarise yourself with Microsoft Teams if you haven't already. Since all consultations will be conducted via this platform, being comfortable with its features will help you present yourself as a tech-savvy candidate who can easily adapt to the role.
✨Tip Number 2
Brush up on your sales techniques and strategies for business development. Given that you'll need to generate referrals and manage your own diary, showcasing your ability to exceed KPIs in previous roles will set you apart from other candidates.
✨Tip Number 3
Network with current or former Financial Consultants, especially those who have worked remotely. They can provide insights into the role and share tips on how to excel in a home-based environment, which could give you an edge during interviews.
✨Tip Number 4
Prepare to discuss your experience with life insurance, savings, and investment plans. Being able to articulate your knowledge in these areas will demonstrate your readiness to assist clients in achieving their financial goals right from the start.
We think you need these skills to ace Home Based Financial Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your sales experience and any achievements related to KPIs or targets. Emphasise your ability to generate referrals and manage your own diary, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Home Based Financial Consultant position. Mention your experience with Microsoft Teams and how you can help clients achieve their financial goals.
Showcase Relevant Skills: Highlight skills that are essential for the role, such as communication, business development, and customer service. Provide examples of how you've successfully used these skills in previous roles.
Prepare for the Interview: If invited for an interview, be ready to discuss your sales strategies and how you would approach client consultations via Microsoft Teams. Research common financial products and be prepared to answer questions about them.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Sales Experience
Make sure to highlight your previous sales achievements during the interview. Discuss specific KPIs you have met or exceeded, as this role heavily relies on sales performance.
✨Familiarise Yourself with Microsoft Teams
Since all consultations will be conducted via Microsoft Teams, it’s essential to demonstrate your comfort and proficiency with the platform. Consider doing a mock interview using Teams to practice your presentation skills.
✨Prepare for Business Development Questions
Expect questions about how you would generate referrals and manage your own diary. Be ready to share strategies you've used in the past to build client relationships and drive new business.
✨Understand the Financial Products
Brush up on your knowledge of life insurance, savings, retirement, and investment plans. Being able to discuss these products confidently will show your expertise and help you connect with potential clients.
