An Amazing Field Sales Opportunity For Financial Services Specialists with a Passion For Customer Service | Sales Agents UK

Investor in Customers Ltd

An Amazing Field Sales Opportunity For Financial Services Specialists with a Passion For Customer Service

Investor in Customers Ltd

Location: Nationwide

Target Markets: Companies within the FS sector that want to improve their customer experience

Benefits: Working with a well-established company | Innovative product / service | Excellent commission terms | Professional training and support offered | First sale bonus | Sales and marketing support

Commission: 25% with double commission bonus on initial sales

Are you a talented, self-motivated and ambitious sales agent with a background in the Financial Services sector? Are you passionate about delivering outstanding customer service, and want to help others do the same? Investment in Customers has the perfect opportunity for you!

New legislation means that companies across the FS sector are now investing heavily in improving their customer experience (CX) to improve clarity and transparency while building trust. Not only will this soon be necessary to ensure compliance, it can also help firms to improve their revenues and build more value into their brands.

Investment In Customers is a leading CX consultancy that works with firms to help them to implement methodologies and systems to measure success, identify any operational weaknesses and turn data insights into tangible actions.

As part of their field sales team, you’ll be responsible for arranging introductions with the consultancy team and managing accounts as they pass through the pipeline. You will also be responsible for generating and chasing up new leads as FS providers strive to be ready for the legislative changes coming in early 2023.

The service

A new Consumer Duty introduced by the FCA will soon require all regulated businesses to demonstrate that their products and services avoid foreseeable harm to customers.

IIC’s bespoke assessment tool will help all kinds of FS providers regulated by the FCA to assess how compliant their operations and practices are with this new Consumer Duty. As part of their consultancy service, IIC helps firms to establish:

  • Senior leadership’s understanding of CD rules
  • Steps necessary to ensure compliance
  • How to monitor the fair treatment of consumers
  • Helping employees to understand their role in ensuring compliance
  • How well customers feel that they are treated

Surveying key stakeholders, IIC have a great track record in identifying firms’ successes as well as identifying any gaps that could potentially lead to a compliance breach.

Deliverables include a comprehensive report highlighting best practice and any concerns, an action plan to address perceived compliance gaps and a tangible record of compliance to meet regulatory requirements.


  • Working with a well-established company

    Investment In Customers has been helping FS firms to grow their business by focusing on the needs of customers and employees since 2006

  • Innovative product / service

    IIC has a unique assessment methodology that has been developed to clearly address the needs of the new regulations.

  • Excellent commission terms

    Agents earn a generous commission of 25% on each consultancy

  • Professional training and support offered

    Agents will receive all the training they need to understand the scheme and its tangible benefits to FS firms, as well as the requirements of Consumer Duty Regulations and their implications for prospects

  • First sale bonus

    To help establish the new service quickly, agents will earn double commission on their initial sale/s

  • Sales and marketing support

    Agents will also receive marketing support in the form of compelling case studies and client testimonials

Target market

There are around 52,000 regulated firms within the UK financial services sector. IIC’s core target market will be those most affected by the new Consumer Duty including:

  • Firms with more than 1000 customers and 50 employees
  • Firms providing and developing financial ‘products’ for advisers and consumers
  • IIC’s core sectors– Insurance, Life and Pensions, Platforms & Credit Services

The ideal candidate

Investment In Customers is looking for sales agents who are:

  • Proactive, highly motivated and target-driven
  • Experienced in selling to financial service providers at a high level
  • Passionate about customer service and CX
  • Ideally experienced in consultancy sales or similar
  • Knowledge of the new Consumer Duty is advantageous but not essential
  • Able to react to high demand and short sales cycles

Think this opportunity could be on the money for you?

Hit the Apply Button below.