Job Description
Senior Military Sales Advisor
Remote, field based sales role
Covering regiments in the Tidworth area
£35,000 - £45,000 per annum + car allowance + bonus scheme + benefits
Are you an experienced sales professional passionate about serving the Military community?
Here are Forces Mutual we’re passionate about investing in the wellbeing of the Military family and we continually strive to make a positive difference to their lives and the wider Military community. We’re proud to demonstrate how we stand apart from the other organisations in our field.
Our business is based upon trust, and this has been demonstrated over the years to ensure that wherever you are, our team of advisers in the UK and overseas will ensure that Forces Mutual will be there to support you
We’re looking for a Senior Military Sales Advisor to deliver exceptional sales and service to military personnel, their families, and dependents. This is an exciting opportunity to represent a trusted brand, meet customer needs, and achieve personal success in a dynamic and rewarding environment.
Role Purpose
As a Senior Military Sales Advisor, you will build strong relationships with the Military/MoD community, delivering tailored financial protection and wellbeing solutions. You will confidently promote and sell a range of products, including ISAs, Kit, PA, and Travel Insurance, while working independently to exceed sales targets and business objectives.
Core Responsibilities
* Build positive relationships with customers, their families, and camp personnel.
* Confidently deliver presentations to promote our broader product range.
* Organize reviews, manage appointments, and ensure sales administration meets regulatory and company standards.
* Conduct business in compliance with internal and external regulatory requirements.
* Exceed personal sales targets through proactive activity and self-management.
* Seek new business opportunities and generate referrals from existing customers.
* Collaborate with other business areas for shared customer benefits.
* Track and manage income through effective pipeline management.
* Maintain flexibility in working hours and travel to fulfill customer needs.
Skills and Experience Required
Essential Experience
* Proven track record of achieving and exceeding sales targets within a financial services, insurance, banking, military welfare, or related sales environment.
* Experience of developing new business opportunities and building long-term customer relationships.
* Demonstrable success in generating referrals, cross-selling products, and managing a sales pipeline.
* Experience of delivering presentations, briefings, or workshops to groups of varying sizes.
* Experience of working within a regulated environment and adhering to compliance requirements.
* Experience of managing administrative processes accurately and maintaining detailed customer records.
* Ability to work independently, managing own diary, appointments, and sales activity levels.
* CII qualified or a willingness to work towards it
Essential Knowledge
* Strong understanding of consultative sales techniques and relationship management.
* Knowledge of financial products and services, including savings, insurance, protection, and investment products.
* Understanding of FCA regulations, Treating Customers Fairly principles, and financial services compliance requirements.
* Awareness of the unique needs and circumstances of military personnel, veterans, and their families.
* Understanding of sales pipeline management and business development principles.
Essential Skills
* Exceptional communication and interpersonal skills, with the ability to build trust and credibility quickly.
* Confident presenter, capable of delivering engaging briefings to military personnel and community groups.
* Strong influencing and negotiation skills.
* Excellent organisational and time management skills.
* Ability to identify customer needs and recommend appropriate financial solutions.
* Strong networking and relationship-building capabilities.
* Effective planning and prioritisation skills with the ability to work autonomously.
* High level of accuracy and attention to detail when completing sales and regulatory documentation.
* Competent IT skills, including CRM systems, Microsoft Office, and sales administration tools.
Desirable Experience
* Previous experience working with serving military personnel, veterans, MOD employees, or military families.
* Background in insurance, protection, savings, investments, or wider financial services.
* Experience of working within military establishments or defence-related organisations.
* Experience of managing key stakeholder relationships within military communities.
* Experience of mentoring or supporting less experienced sales colleagues.
Desirable Qualifications
* Certificate in Financial Services, Insurance, or Financial Planning.
* Professional sales qualification.
* Military service background or experience supporting the Armed Forces community.
Why Join Us?
* Rewarding Impact: Help military personnel and their families achieve financial wellbeing.
* Training and Support: Access comprehensive training and development to excel in your role.
If this sounds like you, apply today!