Self-Employed Sales Consultant

Don't miss this fantastic opportunity for a talented salesperson to work with a prestigious financial services company.

Sales Executive

Camberey, GU15

• Office Based
• £26,000 Basic + Commission
• Potential earnings uncapped. OTE circa £40,000

Please note: you must be authorised to work in the UK

Our client is a UK-based Financial Services company that helps individuals and families and businesses put tailored solutions in place, including mortgages, protection, wills, pensions / investments and inheritance tax planning They focus on providing personalised guidance to help clients safeguard their assets, protect loved ones, and ensure their wishes are carried out with clarity and confidence.

They are seeking an ambitious and motivated Sales Executive to identify potential clients who may benefit from their services.

The role focuses on building relationships, identifying client needs, and arranging appointments for qualified advisers.

No financial advice is given by the Sales Consultant.

About the Role

The Sales Consultant's responsibility is to understand a client's circumstances, identify potential areas where professional advice may be beneficial, and introduce them to the appropriate specialist within Asset Harbour.

Key Responsibilities

Client Engagement

• Speak with prospective clients.
• Build rapport and trust.
• Understand the client's current situation.
• Identify potential financial planning needs.
• Generate qualified appointments.

Fact Finding

Gather information including:

• Homeownership status
• Mortgage position
• Family circumstances
• Employment status
• Existing protection arrangements
• Will status
• Retirement planning considerations

Appointment Generation

Book appointments with:

• Mortgage Advisers
• Protection Advisers
• Will Writers
• Wealth Managers

CRM Management

• Update client records.
• Record conversations accurately.
• Manage follow-up activity.
• Maintain data quality standards.

Business Development

• Generate referrals.
• Attend networking events (optional)
• Follow up company-generated enquiries.

Key Skills

Essential

• Confident communicator
• Strong telephone manner
• Good listener
• Self-motivated
• Organised

Desirable

• Sales experience
• Customer service experience
• Call centre experience

Success Measures

Weekly KPIs

• Outbound calls made
• Conversations held
• Fact finds completed
• Appointments booked
• Appointments attended

Monthly KPIs

• Appointments generated
• Conversion rates
• Revenue generated from appointments
• Cross-referrals generated

Earnings

£26,000 basic + commission.

Potential earnings are uncapped and based on performance OTE £40,000

Sales Consultants receive commission for:

• Qualified appointments attended
• Business completed (where applicable)
• Cross-referrals generated
• Team incentives and bonuses

How to Apply

If you have the skills and experience required for this position, click "apply" today and check your inbox for an email providing more information on how to complete your application and provide any other supporting documents.

You must be authorised to work in the UK. No agencies, please.

Other suitable skills and experience includes Sales Representative, Field Sales Consultant, Business Development Executive, Appointment Setter, Lead Generation Executive, Sales Executive, Telesales Executive, Customer Sales Advisor, Estate Agency Negotiator, Property Consultant, Recruitment Consultant, Business Development Consultant, Client Relationship Executive, Account Manager, Direct Sales Representative, Commission-Only Sales Consultant