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
Confident communicator
Strong telephone manner
Good listener
Self-motivated
Organised
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