Home Based Financial consultant

Premier Jobs UK; Birmingham; Remote; GBP 28,000 - 32,000; Full time

Job summary

A long-established mutual society is seeking a home-based Financial Consultant to help families with their financial goals. You will manage a portfolio of clients, receive monthly leads, and provide financial advice via Microsoft Teams. Candidates should have sales experience and be comfortable with business development. The role offers a starting salary of 28,000, rising to 32,000, with uncapped commission and benefits.

Benefits

Contributory pension up to 10%

Uncapped monthly commission

Flexible working hours

Qualifications

• Must have experience in sales and regularly achieved or exceeded KPIs.
• Comfortable with business development activities to generate referrals.
• Must pass an in-depth credit and criminal record check.

Responsibilities

• Review life insurance, savings, retirement, and investment plans.
• Identify suitable options to meet financial goals.
• Deliver financial advice via Microsoft Teams.

Skills

Sales experience

Business development

Experience selling via Microsoft Teams

Job description

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

Call us now on (phone number removed) or click Apply

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