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For Companies At a Glance
- Tasks: Engage with customers through calls, qualifying leads and connecting them with the right advisers.
- Company: Join a leading financial services firm that values innovation and teamwork.
- Benefits: Competitive salary, commission, generous leave, and 24/7 wellbeing support.
- Other info: Enjoy flexible working options and opportunities for professional growth.
- Why this job: Make a real impact by helping consumers find the right financial advice.
- Qualifications: Experience in target-driven roles; financial sector experience is a plus.
The predicted salary is between 25000 - 28500 £ per year.
Inzuzo forms an integral part of TFAS Enterprises, combining world class financial advice with cutting edge digital marketing technology. As a market-leading partner to many of the largest organisations across the UK financial services industry, our team plays a key role in connecting consumers with appropriate regulated advice.
Why Us? Innovation is at the forefront of our company; we are committed to pushing boundaries and embracing limitless possibilities. We foster a culture that empowers our employees to thrive and pride ourselves on our team centric culture.
As a telephone based Sales Consultant, you will qualify warm leads through structured, compliant, and high-quality conversations with consumers. Through inbound and outbound calls, you will understand customer objectives, assess suitability, and connect individuals with the most appropriate adviser or solution. This is a performance-based role within a regulated environment, where professionalism, consistency, and quality standards are critical.
Our Benefits
- Base Salary £25,000 - £28,500 + Commission (Realistic OTE £36,000 - £46,000)
- Generous company benefits and incentives
- 24/7 wellbeing support
- Excellent work-life balance
- Structured development opportunities with clear progression routes
- Investment in learning opportunities including paid for exams
Working Hours
Full time hours (37.5 per week) consist of: Three early shifts (09:00 – 17:30) and two late shifts (10:00 – 18:30) Monday - Friday with a 4pm Friday finish. Upon successful completion of the probationary period, you will be required to work one in four Saturdays (09:00 - 14:30), on a rota basis, which will be paid as overtime or time in lieu. You will also have the option of working from home one day per week. Flexible working arrangements considered where business needs allow.
Key Responsibilities
- Conduct structured outbound calls to consumers and manage inbound calls
- Build rapport and trust through professional telephone conversations
- Identify customer goals, motivations and objectives through needs-based discussions
- Assess eligibility and match consumers to appropriate advisers/solutions
- Book qualified appointments and manage customer expectations
- Maintain workflow and manage performance against targets
- Update the CRM accurately and consistently with high-quality notes
- Adhere to OFCOM standards and Treating Customers Fairly principles
- Ensure all consumer outcomes are fair, accurate and professionally documented
- Achieve KPI benchmarks across performance and quality
Skills, Knowledge and Expertise
Qualifications
- Desirable: RO1 / CMAP / DIPFA or higher
Experience
- Essential: Experience working in a target driven environment
- Desirable: Experience working in the financial sector or in a regulated environment
Skills
- Confident and professional telephone manner
- Ability to build rapport and hold structured conversations
- High attention to detail and accuracy
- Strong organisation and time management
- Ability to work to deadlines and performance targets
Behaviours
Our Company Behaviours are central to our culture and pivotal to our success. We're not just looking for employees; we're looking for individuals who embody our values and want to contribute to our shared mission.
- Open – Relate and communicate with others, adapting your style to everyone.
- Positive – Being optimistic and encouraging a positive mindset.
- Professional – Exhibiting a courteous, conscientious, and business like manner.
- Leadership – Drive the company vision and positively influence those around you.
- Cooperative – Work together and support each other to learn and grow.
- People Focused – Delivering the best service and adding value to our clients.
What We Offer You...
- 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
- 4 x Death in Service
- 24 Hour access to our Employee Assistance Programme with Health Assured
- Opportunities for continuous professional development
- Buying and selling annual leave scheme (up to 5 additional days)
- Regular social & charity events throughout the year
- £500 Refer a friend scheme
- Free mortgage advice
- Smart/casual dress code
Sales Consultant in Leeds employer: TFAS Enterprises
Contact Detail:
TFAS Enterprises Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Consultant in Leeds
✨Tip Number 1
Get to know the company inside out! Research Inzuzo and TFAS Enterprises, their values, and what makes them tick. This will help you tailor your conversations and show that you're genuinely interested in being part of their innovative team.
✨Tip Number 2
Practice your phone skills! Since this role is all about those structured conversations, grab a friend or family member and do some mock calls. Focus on building rapport and asking the right questions to understand customer needs.
✨Tip Number 3
Be ready to showcase your achievements! Think of specific examples from your past experiences where you've hit targets or provided excellent service. This will help you stand out during those all-important conversations with potential employers.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're proactive and keen to join our team at Inzuzo!
We think you need these skills to ace Sales Consultant in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Sales Consultant role. Highlight any experience in a target-driven environment and your ability to build rapport over the phone.
Craft a Compelling Cover Letter: Use your cover letter to showcase your personality and enthusiasm for the role. Mention why you’re excited about working with Inzuzo and how you can contribute to their mission of connecting consumers with financial advice.
Showcase Your Professionalism: Since this role is all about high-quality conversations, make sure your application is polished and professional. Pay attention to detail in your writing and ensure there are no typos or errors.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to receive your application and get to know you better!
How to prepare for a job interview at TFAS Enterprises
✨Know Your Stuff
Before the interview, make sure you understand Inzuzo's role in the financial services industry. Familiarise yourself with their values and how they connect consumers with advisers. This will help you demonstrate your genuine interest and align your answers with their mission.
✨Practice Your Pitch
As a Sales Consultant, you'll need to showcase your ability to build rapport over the phone. Practice structured conversations with friends or family, focusing on identifying needs and matching solutions. This will help you feel more confident during the actual interview.
✨Showcase Your Professionalism
In a regulated environment, professionalism is key. Dress smartly for the interview and maintain a courteous tone throughout. Be prepared to discuss how you handle compliance and quality standards in your previous roles, as this will resonate well with the interviewers.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team culture, development opportunities, or how success is measured in the role. This shows that you're not just interested in the job, but also in how you can grow within the company.