Insurance Sales Advisor

Salary Range
£17,500 - £22,000 + uncapped commission
Bristol Office
United Kingdom

£17,500 - £22,000 DOE Uncapped commission OTE £32,000 +

 37.5 hours between 9.00am-5.30pm Monday - Friday

Key Duties and Responsibilities

  • You will be making  a variety of calls to new and existing customers upselling additional products where required such as gap insurance and public liability.
  • To manage outbound and inbound calls in line with KPIs effectively ensuring customer needs are met.
  • You will need to readily adapt to the ethos of the brand & promote this to the customers at all times whilst being committed to providing a high quality of experience to the customer and the brand at every opportunity explaining choices and providing recommendations.
  • Updating CRM system accurately
  • Managing pipeline effectively and making sure call backs are made promptly

=         Insurance industry experience particularly within the commercial or personal lines sector is preferred

=         Excellent organisational skills and attention to detail

=         Enthusiastic with excellent written and spoken communication skills

=         Excellent sales & customer services skills and a professional call manner

Skills and Experience

=         You will have the confidence to deal with our customers over the phone and the ability to multi-task in a complex environment.

=         You must have previous experience of communicating with people at varying levels and the ability to learn and develop through continuous training and support, to ensure you are providing the first class service.

=         You are working or have worked as part of a successful team.

=         This role is fast paced and candidates must be susceptible to change.

=         Outbound sales experience

=         Previous tele sales or insurance sales preferable

Confidentiality & Compliance

1.       To ensure confidentiality of all information is maintained always.

2.       Ensure TCF values and principles are observed and applied always

3.       Ensure adherence of FCA policies and procedures always.


Other duties:

=          To work positively and inclusively with all colleagues, customers and business partners to promote a workplace that values equality and diversity

=         To adhere to all company policies and procedures as set out in the company handbook


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