Home Based Financial Consultant

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

Job summary

A leading company seeks a home-based Financial Consultant to help clients save, invest, and protect their finances. This role includes reviewing life insurance and investment plans while managing a portfolio of clients, with significant potential earnings through commissions and a structured salary progression.

Benefits

Salary of £28,000 rising to £32,000 after probation

Year 1 OTE of £45,000 and Year 2/3 OTE of £65,000+

Uncapped monthly commission

Contributory pension of up to 10%

Autonomy to manage diary and hours

Award-winning point of sale system

Qualifications

• Experience in sales with a history of meeting KPIs.
• Comfortable with business development to generate referrals.
• Preferred experience in selling via Microsoft Teams.

Responsibilities

• Review life insurance, savings, retirement, and investment plans.
• Manage a portfolio of existing policyholders.
• Handle circa 80 leads per month for child trust funds.

Skills

Sales experience

Business development

Client management

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

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