Life Insurance Advisor

Lower Level Senior Sales Consultant (Life Sales)
Basic Salary £30,000.00 – OTE £55,000.00
Job Description:
The role will be part of an experienced team of Life Insurance lower-level senior sales consultants who take up to 14 leads per day and make outbound calls to a warm database of clients, with the objective of providing a range of suitable insurance products on a non-advised basis. As an insurance broker with access to the whole of the market, lower levels senior sales consultants are expected to be highly professional, tenacious and compliant at all times.
Key Responsibilities
Responsible for delivering good customer outcomes that are consistent with Consumer Duty
Maximise the potential of every lead received and overcome objections
Conduct a robust fact find with each client, ensuring the correct product is presented
Offer a range of products which are suitable for the clients and their budget
Maintain a high standard of compliance at all times
Manage a pipeline of business effectively
Communicate clearly and precisely to the customers
Work towards and ultimately achieve the targets set by the line manager
Use questioning and listening skills when understanding the customer’s needs
Utilise the calling technology provided, with a minimum of 4 hours call requirement per day
Be polite and represent the business respectfully
Work towards personal goals and ambitions set in 1-2-1 meetings
Carry out other responsibilities set out by management
Always be punctual and respectful of other employees.
The above is not an exhaustive list of duties and the role holder will be expected to perform different tasks as necessitated by growth or changes within the role or the organisation and the overall business objectives of the Company.
Knowledge, Skills and Experience
Knowledge
Basic IT ability
Sales Process
Insurance knowledge (desirable)
Product knowledge (desirable)
CRM system (desirable).
Essential Skills
Excellent written, verbal & listening communication skills with a professional telephone manner
Ability to build rapport effectively with customers and colleagues
Experience of influencing and persuading to successfully and compliantly handle objectives
Proven ability to fact find in detail to ensure the customer needs are fully established and met
Demonstrable success in closing sales whilst adhering to a sales process
Accuracy & attention to detail .
Desirable Skills
Ability to effectively summarise and para-phrase back to customers based on the information provided.
Essential Experience
Experience of working successfully in a fast paced, targeted and regulated telephone sales environment
Previously worked and enjoyed success in a micro-managed, buzzing and structured sales environment
Team player but with the ability to achieve individual success
Demonstrable success in a high volume based telephone sales role following a structured sales script
Proven experience of consultative sales processes in a B2C telephone environment.
Desirable Experience
Insurance or financial service sales
Cold calling
Mentoring sales teams for success
Experience in a similar role preferred but not essential.
Key Competencies
Adaptability
Following instructions & procedures
Results driven & self-motivated
Relationship building & effective interaction
Coping with pressures & set-backs/resilience
Tenacity & persistence
Learning & applying knowledge
Concern Handling & Negotiating.
Job Type: Full-time
Pay: £30,000.00-£55,000.00 per year
Benefits:
Company events
Company pension
Life insurance
Schedule:
Monday to Friday
Work Location: In person