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Sales Advisor Insurance

  • Location: Wolverhampton, West Midlands
  • Salary: Up to £23000 per annum + OTE: approx. £1,000 p.a.
  • Contract hours: FullTime

Job provided by Bluetownonline Ltd

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About the job

Job Title: Sales Advisors

Location: Pendeford Business Park, Overstrand, Wolverhampton

Salary: Basic: £23,000 plus bonus OTE: approx. £1,000pa


Week One: 9:00am 17:00pm

Week Two: 13:00pm 20:00pm

Alternate Saturdays: 9:00am 15:00pm

This is an exciting opportunity to join one of the most dynamic and largest Insurance Brokers in the Midlands, based at Pendeford Business Park, Wolverhampton.

They are currently looking to fill a number of vacancies within their Sales department, to join their expanding business.

The successful candidate will have proven experience within a customer centric/call centre role and demonstrates an ease when based in a high paced busy working environment.

Experience of working within the financial sector would be desirable. If you consider yourself to be an individual who enjoys working within a team environment for a niche broker please apply today!

Key Responsibilities:


Responsible for continuously treating customers fairly and in line with FCA regulations
Responsible for communicating up to date policy renewal details
Keep up to date and work within industry best practice guidelines, meeting FCA guidelines in order to effectively carry out the Sales Advisor role
Responsible for delivering to the client the correct version of up to date scripting


Working with both the Sales Performance Manager and Underwriting team, to maintain Company best practice when communicating up to date new business insurance policy details to clients of the company
Communicate with all Managers within the Sales Department in order to try and generate new business

Performance/Productivity Monitoring:

To ensure new business insurance enquiries are received by telephone and all relevant information required is obtained and communicated whist adhering to FCA regulatory requirements, Credit Card Payment Industry Standards and the Data Protection Act
Follow a set sales structure to confirm the needs and demands of the customer and sell both core and additional products, must follow a completion of a task of fact finding exercise to identify customers demands and needs
To follow relevant call transcripts as determined by Company standards and FCA guidelines
Obtain information using quotation system, rating guides or by referral to insurers. Communicate quotations advising the most appropriate to ensure we meet the clients needs
To issue policy documents
To update clients personal details via OGI and SSP systems

Accuracy and Error Reduction:

To assist in ensuring accuracy of work evidenced in both documentation and computer input
You will receive regular call monitoring and management feedback in relation to compliance, meeting FCA standards

Key Requirements:


Minimum 5 GCSEs grade A to D; or equivalent combination of education and relevant experience


At least 2 years previous Sales experience preferable, Industry experience is not essential

Knowledge, Abilities, and Skills:

Knowledge of sales and target driven techniques
Ability to demonstrate excellent communication and interpersonal skills
Ability to receive feedback in a positive and constructive manner
To display patience and adaptability in approach to customers
Knowledge of Microsoft Office products and both software houses, OGI and SSP
Ability to work independently with minimal supervision, establishing priorities and meeting deadlines
Demonstrate strong people skills
Excellent verbal and written communication skills; requires the ability to communicate with technical and nontechnical users

Please click the
APPLY button to send your CV and Covering Letter for this role.

Candidates with experience of; Inbound Sales, Customer Service, Outbound Sales Advisor, Insurance Renewals, Outbound Sales, Sales Assistant, Sales Support, Sales Executive, Sales Agent, Customer Service Assistant, Account Manager, Renewals Advisor, Business Development, Conversion Sales, Renewals Sales, Sales Manager, Business Development Executive, Sales Executive, Insurance Sales, New Business Sales Executive, Sales Consultant, Sales, Sales Agent will be considered for this role.



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