Sales Executive

Don't miss this fantastic opportunity for a talented salesperson to work with a prestigious financial services company.Sales Executive Camberey, GU15Office Based£26,000 Basic + CommissionPotential earnings uncapped. OTE circa £40,000Please note: you must be authorised to work in the UKOur 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 RoleThe 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 ResponsibilitiesClient EngagementSpeak with prospective clients.Build rapport and trust.Understand the client's current situation.Identify potential financial planning needs.Generate qualified appointments.Fact FindingGather information including:Homeownership statusMortgage positionFamily circumstancesEmployment statusExisting protection arrangementsWill statusRetirement planning considerationsAppointment GenerationBook appointments with:Mortgage AdvisersProtection AdvisersWill WritersWealth ManagersCRM ManagementUpdate client records.Record conversations accurately.Manage follow-up activity.Maintain data quality standards.Business DevelopmentGenerate referrals.Attend networking events (optional)Follow up company-generated enquiries.Key SkillsEssentialConfident communicatorStrong telephone mannerGood listenerSelf-motivatedOrganisedDesirableSales experienceCustomer service experienceCall centre experienceSuccess MeasuresWeekly KPIsOutbound calls madeConversations heldFact finds completedAppointments bookedAppointments attendedMonthly KPIsAppointments generatedConversion ratesRevenue generated from appointmentsCross-referrals generatedEarnings£26,000 basic + commission.Potential earnings are uncapped and based on performance OTE £40,000Sales Consultants receive commission for:Qualified appointments attendedBusiness completed (where applicable)Cross-referrals generatedTeam incentives and bonusesHow to ApplyIf 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 ConsultantTPBN1_UKTJ