Sales Consultant

Sales Consultant

Department: Qualifications

Employment Type: Full Time

Location: Leeds

Reporting To: Qualifications Performance Manager

Compensation: £25,000 - £46,000 / year

Description

Inzuzo forms an integral part of TFAS Enterprises, combining world class financial advice with cutting edge digital marketing technology. As a market leading partner to many of the largest organisations across the UK financial services industry, our team plays a key role in connecting consumers with appropriate regulated advice.

Innovation is at the forefront of our company; we are committed to pushing boundaries and embracing limitless possibilities. We foster a culture that empowers our employees to thrive and pride ourselves on our team centric culture.

As a telephone based Sales Consultant, you will qualify warm leads through structured, compliant, and high quality conversations with consumers. Through inbound and outbound calls, you will understand customer objectives, assess suitability, and connect individuals with the most appropriate adviser or solution.

This is a performance based role within a regulated environment, where professionalism, consistency, and quality standards are critical.

Our Benefits

• Base Salary £25,000 - £28,500 + Commission (Realistic OTE £36,000 - £46,000)
• Generous company benefits and incentives
• 24/7 wellbeing support
• Excellent work life balance
• Structured development opportunities with clear progression routes
• Investment in learning opportunities including paid for exams

Working Hours

Full time hours (37.5 per week) consist of:

• Three early shifts (09:00 - 17:30) and two late shifts (10:00 - 18:30) Monday - Friday with a 4pm Friday finish.
• Upon successful completion of the probationary period, you will be required to work one in four Saturdays (09:00 - 14:30), on a rota basis, which will be paid as overtime or time in lieu. You will also have the option of working from home one day per week.

Flexible working arrangements considered where business needs allow.

Key Responsibilities

• Conduct structured outbound calls to consumers and manage inbound calls
• Build rapport and trust through professional telephone conversations
• Identify customer goals, motivations and objectives through needs based discussions
• Assess eligibility and match consumers to appropriate advisers/solutions
• Book qualified appointments and manage customer expectations
• Maintain workflow and manage performance against targets
• Update the CRM accurately and consistently with high quality notes
• Adhere to OFCOM standards and Treating Customers Fairly principles
• Ensure all consumer outcomes are fair, accurate and professionally documented
• Achieve KPI benchmarks across performance and quality

Skills, Knowledge and Expertise Qualifications (Desirable)

RO1 / CMAP / DIPFA or higher

Experience

Essential: Experience working in a target driven environment

Desirable: Experience working in the financial sector or in a regulated environment

Skills

• Confident and professional telephone manner
• Ability to build rapport and hold structured conversations
• High attention to detail and accuracy
• Strong organisation and time management
• Ability to work to deadlines and performance targets

Behaviours

Our Company Behaviours are central to our culture and pivotal to our success. We're not just looking for employees; we're looking for individuals who embody our values and want to contribute to our shared mission.

• Open - Relate and communicate with others, adapting your style to everyone.
• Positive - Being optimistic and encouraging a positive mindset.
• Professional - Exhibiting a courteous, conscientious, and business like manner.
• Leadership - Drive the company vision and positively influence those around you.
• Cooperative - Work together and support each other to learn and grow.
• People Focused - Delivering the best service and adding value to our clients

What We Offer You

• 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
• 4pm Finish on a Friday
• Annual performance related Company bonus and salary review
• 5% Employer pension contribution
• 4 x Death in Service
• 24 Hour access to our Employee Assistance Programme with Health Assured
• Opportunities for continuous professional development
• Buying and selling annual leave scheme (up to 5 additional days)
• Regular social & charity events throughout the year
• £500 Refer a friend scheme
• Free mortgage advice
• Smart/casual dress code