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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 targets are essential; Teams experience preferred.
- Other info: Work 35 hours a week with the option for evening appointments and manage your own schedule.
The predicted salary is between 24000 - 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.
Home Based Financial Consultant in Birmingham 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 in Birmingham
✨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 professionally and engage effectively with clients.
✨Tip Number 2
Brush up on your sales techniques, especially in a remote setting. Practice how to build rapport and trust over video calls, as this will be crucial in converting leads and maintaining client relationships.
✨Tip Number 3
Network with other financial consultants or professionals in the industry. This can provide you with insights into best practices for business development and client management, which are essential for success in this role.
✨Tip Number 4
Prepare to discuss your experience with KPIs and targets during the interview. Be ready to share specific examples of how you've met or exceeded these in previous roles, as this will demonstrate your capability and fit for the position.
We think you need these skills to ace Home Based Financial Consultant in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your sales experience and any achievements related to KPIs. Emphasise your ability to manage client relationships and your comfort with business development activities.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about helping families with their financial goals. Mention your experience with Microsoft Teams and how it has prepared you for this role.
Showcase Relevant Skills: Highlight skills that are essential for the role, such as communication, organisation, and the ability to work independently. 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 business development. Familiarise yourself with common financial products and be prepared to answer questions about them.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be discussing, such as life insurance, savings plans, and investment options. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Sales Experience
Prepare to discuss your previous sales experience and how you've consistently met or exceeded KPIs. Be ready with specific examples that highlight your success in business development and client management.
✨Familiarise Yourself with Microsoft Teams
Since all consultations will be conducted via Microsoft Teams, ensure you're comfortable using the platform. Practice setting up meetings, sharing screens, and navigating the software to avoid any technical hiccups during the interview.
✨Demonstrate Your Client-Centric Approach
Emphasise your ability to build relationships and understand clients' needs. Prepare to discuss how you would approach reviewing a client's financial situation and tailoring solutions to meet their goals, showcasing your commitment to helping families.
