Home based Financial Consultant

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+
• Scope for your salary to increase up to £40,000!
• 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 Dates

Early October and Early November 2025

Locations 

Home based

Call us now on 0208 0044 154 or click Apply

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