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Defence financial solutions specialist

Aldershot
beBeeMilitary
Posted: 3h ago
Offer description

**Job Title:** Senior Military Sales Advisor
**About the Role:

This is an exciting opportunity to work with a reputable organization, serving the Military community and delivering exceptional sales and service to military personnel, their families, and dependents.

**Job Description:
* As a Senior Military Sales Advisor, you will build strong relationships with the Military/MoD community, delivering tailored financial protection and wellbeing solutions.
**Key Responsibilities:**
1. Build positive relationships with customers, their families, and camp personnel.
2. Confidently deliver presentations to promote our broader product range.
3. Organize reviews, manage appointments, and ensure sales administration meets regulatory and company standards.
4. Conduct business in compliance with internal and external regulatory requirements.
5. Exceed personal sales targets through proactive activity and self-management.
6. Seek new business opportunities and generate referrals from existing customers.
7. Collaborate with other business areas for shared customer benefits.
8. Track and manage income through effective pipeline management.
9. Maintain flexibility in working hours and travel to fulfill customer needs.
**Requirements:
* Desirable: Knowledge of the Armed Services environment and/or experience in financial services.
* Desirable: Experience with face-to-face sales and financial protection products.
* Strong customer focus with a propositions-based approach.
* Competent with technology (smartphones, wearable devices) and computer systems.
* Basic numeracy, analytical skills, and the ability to plan effectively.
* Proven problem-solving abilities and a proactive mindset.
* Mobile and prepared to travel as required.
**What We're Looking For In You:
* Initiative to enhance processes and improve customer experiences.
* Decisive action-taker who weighs risks and benefits effectively.
* Customer-first mindset with the ability to exceed expectations.
* Adaptable communicator who builds trust and works effectively with diverse groups.
* Resilient and calm under pressure, addressing challenges with a positive approach.
* Results-driven, with the ability to manage performance and deliver on KPIs.
**Benefits:
* Flexibility: As a self-employed advisor, you control your schedule and success.
* Rewarding Impact: Help military personnel and their families achieve financial wellbeing.
* Training and Support: Access comprehensive training and development to excel in your role.

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