Insurance Sales Professional

2 days ago


Bristol, Bristol, United Kingdom Reed Full time
{"title": "Sales Executive - Insurance", "content": "Job Summary

Reed is partnering with a professional services business based in Bristol to recruit a Sales Executive for a full-time, permanent position.

No cold calling is required, as you will be provided with daily leads to succeed in advising potential new customers and existing customers about the services and products offered.

You will have the opportunity to earn uncapped commission and receive full product and sales training.

We are looking for candidates with a background in sales, preferably in insurance, brokers, or similar sectors, with at least 12 months of experience.

During training, you will be expected to work 4 out of 5 days, with a 3 office/2 home split, which will become discretionary after training.

The working week is 35 hours, Monday to Friday, with flexible hours of 9-5 or 10-6 to best serve your clients.

Key Responsibilities
  1. Proactively follow up with customers who have expressed interest in taking out a new product and convert leads into sales.
  2. Proactively follow up leads supplied by the company and convert them to sales.
  3. Proactively follow up all sales leads via website enquiries and convert them to sales.
  4. Re-contact existing clients with products coming to maturity by offering a new alternative or related product as part of a retention strategy.
  5. Undertake administration activities for new and existing customers.
  6. Handle inbound and outbound customer telephone calls, letters, and emails in respect of new business.
  7. Take direct debit details and complete new business application forms over the phone.
  8. Create new business leads within the CRM system.
  9. Input data accurately and promptly, ensuring customer records are kept up to date.
  10. Ensure all customer correspondence is safely stored and available for reference.
Requirements

Experience in sales - 12 months

Insurance background - For example, life insurance, brokerage, working with a panel, income protection, life insurance, and more

Benefits

Pension including up to 12% employer contribution

25 days holiday plus Bank Holidays

Private Medical Insurance included once probation has been passed

", "format": "html"}

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