Health Insurance Sales Advisor

1 week ago


Poole, United Kingdom Bond Williams Full time

Health Insurance Sales Advisor - £22,000 - Poole

Sales Advisor required for our client, a well-established health insurance company based in Poole. This is an exciting opportunity for a Sales Advisor to join a forward-thinking company and become a part of a team responsible for responding to general enquiriesand leads and converting them into sales. Sales experience is essential for this role, preferably from a financial services or insurance background.

Key responsibilities:

- Assist clients with finding the right cover to fit their personal circumstances
- Follow up on inbound enquiries and leads generated through the CRM
- Ensure after-sales administration is completed in a timely and accurate manner
- Ensure enquiries are followed through to completion to a satisfactory level
- Liaise with insurers and underwriters
- Deal with the renewals of policies
- Follow FCA guidelines to ensure compliancy
- Ensure all information is captured, updated and maintained correctly on the CRM
- Respond to all enquiries in a professional and complaint manner
- Use client and product information to provide a consultative service

Key Skills:

- Previous experience within a sales role is essential
- Excellent communication skills, both written and verbal
- Ability to meet KPI expectations
- Ability to work effectively in a target-driven sales environment
- Ideally have experience of working in a regulated environment, preferably within health insurance or life insurance

This is a permanent role, working Monday to Friday, 9am - 5:30pm. Training provided.

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency


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