Sales Executive

About the Role

Are you confident on the phone, motivated by targets and looking for a sales role with great earning and progression potential?

We’re looking for a driven Sales Executive to join our growing team at TFAS Enterprises.

There’s no cold calling or prospecting for your own leads. You’ll speak with consumers who have already made an online enquiry looking for financial advice. Your role is to understand their needs and book them an appointment with a suitable Financial Adviser.

This could be a great next step if you come from sales, telesales, appointment setting, recruitment, business development or another target-driven, phone-based role.

Working Arrangements

37.5 hours per week, Monday–Friday, working a mixture of 09:00–17:30 and 10:00–18:30 shifts, with a 4pm finish every Friday.

Option to work one day per week from home upon successful completion of probation.

What’s in it for you?

• £25,000–£28,000 basic salary
• OTE £34,600–£46,000 through monthly commission
• Warm, digitally generated leads – no cold prospecting
• Clear tiered progression structure, with opportunities to increase your salary as you develop
• Annual performance-related company bonus and salary review
• 25 days' holiday + Bank Holidays
• Additional buying and selling annual leave scheme (up to 5 additional days)
• 5% employer pension contribution
• 4 x death in service
• Free mortgage advice
• £500 employee referral scheme
• Regular social and charity events
• Ongoing training and development

What you’ll be doing

You’ll spend much of your day getting to know consumers over the phone, understanding their financial planning needs and goals, and connecting them with suitable Financial Advisers.

You’ll be responsible for:

• Making outbound calls to warm consumer enquiries and receiving inbound calls
• Building rapport and understanding customers’ needs and objectives
• Booking suitable appointments with Financial Advisers
• Following up opportunities and managing your pipeline
• Working towards individual and team KPIs
• Keeping our CRM accurate and up to date
• Delivering a professional customer experience in line with regulatory standards

What we’re looking for

You don’t need financial services experience. We’re looking for someone who:

• Is confident, engaging and comfortable speaking with customers over the phone
• Enjoys working towards targets and is motivated by earning commission
• Has experience in sales, appointment setting or another target-driven environment
• Can build rapport quickly and have natural conversations with customers
• Is proactive, resilient and self-motivated
• Is organised and comfortable working in a fast-paced environment

Career Progression

There’s a clear tiered progression structure within the team, providing opportunities to develop your skills, take on more responsibility and increase your salary.

If you’re interested in a longer-term career in financial advice, you’ll also have the option to join our Financial Adviser Academy, with fully funded qualifications, dedicated study time and structured development towards becoming a qualified Financial Adviser.