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Business Consultant

Written by on 6th February 2025 Time to read: 1 minute

Who are we:

True Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK’s Financial Advisors.

We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.

By using technology to drive change, we are revolutionising wealth management and delivering innovative solutions that are built for the future, making it a dynamic and exciting place to grow your career.

The role:

We are looking for enthusiastic Business Consultants to help generate sales for the business. You will be responsible for closing sales deals over the phone and maintaining strong customer relationships.

You must be comfortable presenting products or services over the phone through excellent communication and objection handling.

The goal is to help the company grow by bringing in professional Financial Advisers and developing business.

About you:

Desired skills/qualities are below:

  • Proven experience as telesales representative or other sales/customer service role.
  • Proven track record of successfully meeting sales quota preferably over the phone.
  • Good knowledge of relevant computer programs (e.g. CRM software) and telephone systems.
  • Ability to learn about products and services and describe/explain them to prospects.
  • Excellent communication and interpersonal skills.
  • Cool-tempered and able to handle rejection.
  • Outstanding negotiation skills with the ability to resolve issues.

Duties and responsibilities:

  • Frequently contacting Financial Advisers on behalf of True Potential.
  • Answer questions about products or the company.
  • Ask questions to understand customer requirements and close sales.
  • Direct prospects to the field sales team when needed.
  • Enter and update customer information in the database.
  • Go the “extra mile” to meet sales quota and facilitate future sales.
  • Keep records of calls and sales and note useful information.

Benefits:

  • Uncapped commission.
  • Company/team events throughout the year.
  • Experience and attend events such as regional seminars and VIP Adviser Days.
  • Company pension contribution (increases with length of service.
  • Free on-site parking.
  • 33 days annual leave, including Bank Holidays (increases with length of service).
  • Enhanced maternity, paternity and adoption leave.
  • True Potential Rewards – Cashback on online purchases.
  • True Potential Academy – Allowing our employees to develop their career within the wealth management sector.
  • Refer a Friend Award.

Please note that we do not accept speculative CVs from recruitment agencies.

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With investing your capital is at risk. Investments can fluctuate in value, and you could get back less than you invest.

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Brought to you by True Potential Wealth Management.

True Potential Wealth Management offers restricted financial advice. Our service is specifically designed for clients wishing to access their financial affairs online.

With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest.

Tax is subject to an individual’s personal circumstances, and tax rules can change at any time.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk

Registered in England and Wales as a Limited Liability Partnership No. OC356611.

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