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For Companies At a Glance
- 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 plan.
- Why this job: Make a real impact on people's financial futures while enjoying flexible working hours.
- Qualifications: Sales experience and a track record of meeting KPIs are essential.
- Other info: Work remotely with meetings via Microsoft Teams and manage your own schedule.
The predicted salary is between 28000 - 32000 £ per year.
Join to apply for the Home Based Financial Consultant role at Sahasraa Solutions
1 day ago Be among the first 25 applicants
Join to apply for the Home Based Financial Consultant role at Sahasraa Solutions
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
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Seniority level
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Seniority level
Entry level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Industries
Investment Advice
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Home Based Financial Consultant employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions 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 professionally and engage effectively with clients.
✨Tip Number 2
Brush up on your sales techniques, especially in the context of financial products. Understanding how to effectively communicate the benefits of life insurance, savings, and investment plans will be crucial in helping clients meet their financial goals.
✨Tip Number 3
Network with other financial consultants or professionals in the industry. This can provide you with insights into best practices for generating referrals and managing client relationships, which are key aspects of the 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 achieved 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
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise your sales experience and any achievements related to KPIs or targets. This role requires a proven track record in sales, so showcase specific examples of how you've excelled in previous positions.
Demonstrate Business Development Skills: Since the job involves generating referrals and managing your own diary, include details about your experience in business development activities. Mention any successful strategies you've used to build client relationships or generate leads.
Familiarity with Microsoft Teams: As the role involves delivering financial advice via Microsoft Teams, highlight any experience you have using this platform. If you've conducted meetings or consultations online, be sure to mention this in your application.
Tailor Your Application: Customise your CV and cover letter to align with the specific requirements of the Home Based Financial Consultant role. Use keywords from the job description to demonstrate that you understand what the company is looking for.
How to prepare for a job interview at Sahasraa Solutions
✨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
Be prepared to discuss your previous sales experience and how you've consistently met or exceeded KPIs. Use specific examples to illustrate your success in generating leads and closing deals, especially in a remote setting.
✨Familiarise Yourself with Microsoft Teams
Since all consultations will be conducted via Microsoft Teams, ensure you're comfortable using the platform. Practice sharing your screen, managing calls, and using any relevant tools to enhance your virtual meetings.
✨Prepare for Business Development Questions
Expect questions about your approach to business development and generating referrals. Think of strategies you've used in the past and be ready to discuss how you would manage your own diary and client follow-ups effectively.
