Life Insurance Agent

4 days ago

Chorley, United Kingdom Uniting People Full time

**We are particularly interested in hearing from people who have worked in roles such as: Protection Specialist, Insurance Broker, Outbound Sales, Telesales, B2B Sales, B2C Sales, Sales Advisor, Sales Consultant.**

**Overview:

- **
- This role focuses on handling outbound and incoming leads produced by the company’s marketing activity and generating business from various data sources.
- You are the sales contact for prospective customers.
- You will utilise your knowledge, experience and persuasion skills, to optimise the number of sales opportunities through selling insurance and other related products.
- You will ensure you are fully conversant with all aspects of products.
- You will be responsible for the accurate gathering of information and assessing the client’s financial situation.
- Your role will encompass reporting and supplying management information to your direct line manager or to your team leader, which will identify opportunities to increase sales potential.

**Core Duties:

- **
- Achieve individual and team sales targets through following the sales process and making advised sales of Personal and General Insurance.
- Advising best solutions for customers from our wide product range.
- Deliver sufficient information to the customers to demonstrate the benefits of purchasing a product through the business
- Utilise the client information data to maximise sales conversion and deliver appropriate levels of service.
- Utilise the software systems available in an organised and appropriate way to achieve sales targets and deliver good customer service in a compliant manner.
- Follow the sales process and procedures as set out in the training programme.
- Maintain your product and market knowledge to operate effectively and compliantly.
- Take personal responsibility for delivering targets set by Management.
- Provide call, quote and sales information to Management as required.
- Respect and follow all compliance processes and procedures outlined by our approved providers.

**Essential:

- **
- Proven sales background.
- Proven ability to consistently meet and exceed sales targets and deadlines.
- Good communication skills.
- Ability to produce accurate work.
- Ability to work as part of a team.
- Ability to work effectively under pressure.
- Experience in a customer focused sales environment.
- Experience in qualifying, presenting and closing sales opportunities.
- Ability to maintain up to date knowledge of legal and regulatory standards associated with financial services.

**Desirable:

- **
- 3 plus years previous financial services/ insurance sales experience.
- Knowledge of personal insurance industry i.e life, C.I.C and an appreciation of the links to other related areas of the Financial Services industry

**Perks of the job:

- **

Opportunity to earn an uncapped amount of commission/bonus.

28 days leave (including bank holidays), rising by one day for every year of service.

Routes to progress to more senior roles.

Company incentives.

Early finish and 'dress down' on a Friday.

BUPA health cover (after successfully completing probation)

Pension scheme.

Childcare voucher scheme.

Games room with pool table.

Annual Xmas and Anniversary party.

Free parking.

**Job Types**: Full-time, Permanent

Pay: £30,000.00-£35,000.00 per year

**Benefits**:

- Company events
- Company pension
- Employee discount
- Free parking
- Life insurance
- On-site parking
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay
- Performance bonus

**Experience**:

- Life Insurance: 1 year (preferred)

Work Location: In person

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