Insurance Sales Professional

1 month ago


Chorley, Lancashire, United Kingdom LUCIEG CONSULTING LTD Full time
Insurance Sales Specialist

We are seeking an experienced Insurance Sales Specialist to join our team at LUCIEG CONSULTING LTD. As a key member of our sales team, you will be responsible for meeting and exceeding new business targets, providing excellent general insurance product knowledge, and ensuring that clients receive the correct and compliant advice.

Key Responsibilities:
  • Meet and exceed new business targets
  • Provide excellent general insurance product knowledge from all the key providers in the UK
  • Responsible for the full end-to-end process of applications, ensuring that customers' needs are being identified and addressed
  • Ensure that clients understand the products and services available to them
  • Capable of obtaining a fully comprehensive fact find to determine appropriate coverage levels
  • Liaise with providers in a confident and professional manner for any available discounts to meet clients' needs
  • Deal with incoming leads promptly and ensure the sale process is electronically followed within the CRM
Requirements:
  • Strong people skills, with a proactive attitude and preferably a minimum of three years' experience within the Insurance sector
  • Task management skills
  • Able to efficiently and accurately make use of the CRM
  • A high level of discretion, confidentiality, and professionalism when handling sensitive data
  • Strong work ethic and desire for continuous learning
What We Offer:
  • Private medical insurance
  • 28 days' holiday
  • Annual salary review
  • OTE £50,000 uncapped


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