Client showcase

How we recruited a Sales Consultant

About the client

Our client is passionate about financial management and helping their customers achieve their financial goals. They provide financial education to help customers better manage their finances and gain better understanding of investments.

Location - Fremantle, WA
Industry - Finance
Size - 20 employees

We applied our three-phase service delivery model for this recruitment drive.

How we recruit talent →

Video job advertisement

Social media algorithms favour videos over still content, so we create video advertisements for all vacancies to help source our candidates.

We take full advantage of this unique and highly effective form of candidate sourcing in order to reach the right candidate at the right time.

We post our videos on Twitter, LinkedIn and Facebook. They are posted on these platforms 10-20 times, based on relevance. Our videos typically receive over 1,000 views within the first 24 hours.

Job advertisement

We constantly refresh, rewrite and reformat our job advertisements to optimise the quality of applications received. Our approach is aggressive - we post around 20 advertisements for every permanent job. Advertisements are posted on:

Job boards - Seek, Adzuna, Glassdoor, Indeed and Jora
Social media - LinkedIn, Facebook and Twitter
11 Recruitment's website

On average, our advertisements receive over 100 applications and perform well above the market benchmark for Seek, shown in this graph.

Sales Consultant

Want to work for an innovative and forward-thinking Australian company?
Want to be part of a business that makes a difference?
Do you want a real career path where money talks?

ABOUT THE CLIENT

Our client genuinely cares about their customers and how they invest their retirement money, to ensure they are well prepared for the future. They educate individuals on retirement investment structures and introduce them to carefully selected professional services providers, who provide advice to help maximise savings, minimise tax and ultimately build a better future.

ABOUT THE ROLE

The main duties for this role will include:

Making appointments with potential clients and meeting them face-to-face
Educating clients on what investment options are available to them, while understanding their current financial situation and future requirements
Writing up proposals and maintaining post-sale relationships
Closing sales deals
Working effectively within a team, with a solutions-driven and collaborative focus
Attaining and tracking customer feedback from internal stakeholders for continual service improvements
Representing the company at industry events and networking meetings

ABOUT YOU

The successful candidate will need:

The ability to quickly build rapport and trust with clients – you will need to really listen to your clients and take time to fully understand their circumstances and investment goals in order to educate them on the financial options available to them
A tertiary qualification in finance, law, business, economics or similar desirable but not essential
Experience of selling timeshares or a being a finance broker advantageous
Excellent negotiation and influencing skills
The ability to think on your feet
Strong written and verbal communication skills 
High computer literacy skills including strong skills in MS Office Suite – previous use of a CRM system is desirable 
Strong business commercial acumen, with proficiency interpreting and understanding financial information
Strong resilience
Integrity in every aspect of how you work
Willingness to travel locally and nationwide

Assessment Matrix design

Our in-house designed, custom made software generates an Assessment Matrix, which is our blueprint for the recruitment process. Our process consists of screening, interviews, document verification, skills testing, personality profiling and reference checks.

Ticks indicate the point at which each criteria is addressed. More importance criteria are checked multiple times throughout the recruitment process.

Selection criteria	Screen	Interview	Docs.	Profiling	Refs.
Education
Degree educated Business/Finance/ Law/Economics (pref but not essential)	✓	✓	✓
Experience
Desirable - timeshare/mortgage broker experience	✓	✓	✓
Must be solutions orientated	✓	✓			✓
Resilient with excellent customer service skills	✓	✓			✓
Must be able to think on their feet	✓	✓			✓
Excellent negotiation skills	✓	✓			✓
Planning and scheduling appointments experience	✓	✓			✓
Ability to work under pressure	✓	✓			✓
Previous stakeholder management experience	✓	✓			✓
Ability to understand & interpret financial information	✓	✓			✓
Ability to do produce demonstrations / presentations	✓	✓			✓
MS Office Intermediate	✓	✓			✓
Other
Work location – Fremantle	✓	✓
Prepared to travel and work hours to suit clients	✓	✓
Verify LinkedIn CV vs CV submitted	✓	✓			✓
Accept expected salary ($190k)	✓	✓			✓
Previous warning of termination?	✓	✓			✓
Will you pass a drug test?	✓	✓			✓
Behaviour
Dominance - 69%		✓		✓
Influence - 55%		✓		✓
Steadiness - 19%		✓		✓
Compliance - 47%		✓		✓
Forms signed
Health / police check			✓
Signed document - tell the truth			✓
Docs verified
Driver’s licence	✓		✓
Citizen AU / NZ or PR	✓		✓
Medical Check	✓		✓
Probity Check	✓		✓

DISC profiling

Similar to people, jobs have their own behavioural profile that is based on duties, environment and communication. We create a profile for every job vacancy, enabling us to match an applicant's behaviour against that of a specific role.

We use DISC, which examines the following attributes:

Dominance - accomplishing results, the bottom line, confidence
Influence - persuading others, openness, dependability
Steadiness - cooperation, sincerity, dependability
Compliance - quality, accuracy, expertise

DISC profile - Sales Consultant

Sales Consultant

Shortlisted candidates

Candidate A

Candidate B

Candidate C

Behavioural adaptation by candidates to match the job profile:

Candidate A

Candidate B

Candidate C

Results

Our aim is to produce a strong shortlist by sourcing widely. We measure every stage in our recruitment process to ensure we meet this key objective.

Our service comes with an extended 18-month replacement guarantee. This guarantee means our interests are mutually aligned - to recruit high achievers who will excel and stay.

Video views

1,025

Applications received

Interviewed by 11 Recruitment

Shortlisted

Interviewed by client

Hired

Want to recruit?

Click the button to request your free quote or call me on (08) 9225 6211 if you have any questions.

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Next showcase

How we recruited a Sales Consultant

About the client

Video job advertisement

Job advertisement

Sales Consultant

Assessment Matrix design

DISC profiling

DISC profile - Sales Consultant

Shortlisted candidates

Results

Want to recruit?

Job seekers

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