Insurance Sales Professional

4 days ago


Eastleigh, Hampshire, United Kingdom Lloyd & Whyte Full time

{"h1": "Sales Agent Role at Lloyd & Whyte", "p": "At Lloyd & Whyte, we are seeking a skilled Sales Agent to join our team. As a Sales Agent, you will be responsible for delivering exceptional customer service and ensuring that all policy administration is dealt with in a professional and timely manner.", "ul": [{"li": "Achieve individual objectives and key performance indicators as set and agreed."}, {"li": "Attend daily meetings with your team to discuss sales strategies and customer interactions."}, {"li": "Undertake telephone-based quotes with prospective clients, using fact-finding to capture relevant data."}, {"li": "Research the market and provide quotes and information to clients relevant to their protection needs."}, {"li": "Follow up with clients to chase decisions and progress of quotes."}, {"li": "Overcome objections and promote the key selling features of recommended insurers."}, {"li": "Apply for cover on the insurers' site and chase progress."}, {"li": "Liaise with underwriters to gain an understanding of cover and terms to advise clients."}, {"li": "Maintain your technical competence and stay up-to-date with industry developments."}, {"li": "Support colleagues from all areas of the business when required."}], "h2": "Qualifications", "ul": [{"li": "Chartered Insurance Institute Certificate in Insurance"}]



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