Life & Health Insurance Sales Adviser

3 weeks ago


Cardiff, United Kingdom ActiveQuote Full time

ActiveQuote Ltd operates an online price comparison website for Health Insurance, Income protection, Critical Insurance and Life Insurance products for individuals and families.
Working with partners including MoneySupermarket, GoCompare and MoneySavingExpert, as well as attracting our own direct customers, we provide an on-line and telephone service for consumers allowing them to tailor quotes, shortlist policies and buy the best and most cost effective levels of cover for them. Due to natural expansion and internal opportunities, we are looking to grow our Sales Function.

As an ActiveQuote Sales Consultant, you will form part of the Heath Insurance (Private Medical) department and will be responsible for helping customers to find the right insurance to meet their individual and family needs. The role requires individuals that are self-motivated, used to achieving challenging targets and managing customer expectations throughout the lifetime of their policy.

Demonstrating exceptional sales ability, building relationships and rapport whilst carrying out detailed fact finds to uncover customers’ demands and needs
Effectively matching customers’ demands and needs to the best policies available, and fully explaining to individual customers how the recommended policies would benefit them within their specific circumstances
Liaise with our insurer partners to determine best industry policies and practices and handle customer complaints and cancellations effectively
Having a high regard for compliance and treating customers fairly within an FCA regulated business and adhering to all legislation and regulatory guidelines
Keep abreast of changes to industry regulations and underwriting criteria of our insurance partners
Deliver a high level of communication both via telephone and e-mail by ensuring spelling, grammar and punctuation are perfect.
Minimum of 5 GCSEs including Math’s and English at grade C or above
Previous experience working in Private Medical Insurance
Previous experience of working within a competitive, customer focused or proactive sales role
A proven track record in achieving sales targets and goals

1-year previous experience minimum within an FCA or regulated sales environment
~ Competitive basic salary £26,000 dependent on experience + discretionary bonus scheme.
~ 30 days holiday per year (inclusive of bank holidays)
~ Full ongoing training will be provided
~ Bupa Health Insurance – full cover
Pension Plan
Extra day off for your birthday
Opportunities for career development
Employee recognition scheme


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