Life Insurance Sales Advisor

Life Insurance Sales Advisor

Fareham Full-Time 28800 - 43200 £ / year (est.)
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At a Glance

  • Tasks: Sell life insurance policies and make outbound calls to warm leads.
  • Company: Join an independent company in Fareham that's growing fast!
  • Benefits: Enjoy a dynamic work environment with opportunities for growth.
  • Why this job: Be part of a team that values ethical sales and customer service.
  • Qualifications: Must have 12 months of experience in life insurance sales.
  • Other info: Ideal for those who thrive in a consultative sales environment.

The predicted salary is between 28800 - 43200 £ per year.

  • Sell Life Insurance policies from top UK life insurance providers

  • Make outbound calls to warm leads

  • Effectively negotiating with clients, colleagues and any necessary third-party representative

  • Work towards sales targets and KPI’s

  • All relevant information and documentation are accurately recorded

  • Work within the compliance guidelines and ethically with no mis-selling of products

Our client, an independent company based in Fareham who seeks an experienced Life Insurance Sales Professional with a minimum of 12 months experience – advisory knowledge is essential.

It’s a great time to join the business as the company is going through an exciting period of growth and are looking to add to…

Our client, an independent company based in Fareham who seeks an experienced Life Insurance Sales Professional with a minimum of 12 months experience – advisory knowledge is essential., * Experience selling Protection or Life Insurance policies (at least 12 months)

  • Experience working in a consultative sales environment

  • The ability to work towards sales targets

  • Confidence to make and take inbound and outbound calls

  • First class customer service skills, ensuring customer’s best interests are at the heart of everything you do.

Life Insurance Sales Advisor employer: The Workshop Recruitment

Join a dynamic and growing independent company in Fareham, where your expertise as a Life Insurance Sales Advisor will be valued and rewarded. With a strong focus on ethical sales practices and first-class customer service, you'll thrive in a supportive work culture that encourages professional growth and development. Enjoy the benefits of working with top UK life insurance providers while making a meaningful impact in clients' lives.
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Contact Detail:

The Workshop Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Life Insurance Sales Advisor

✨Tip Number 1

Familiarize yourself with the top UK life insurance providers and their policies. Understanding the nuances of different products will help you effectively communicate their benefits to potential clients.

✨Tip Number 2

Practice your negotiation skills by role-playing with a friend or colleague. This will prepare you for real conversations with clients and help you feel more confident when discussing terms and closing sales.

✨Tip Number 3

Brush up on compliance guidelines related to life insurance sales. Being well-versed in these regulations will not only keep you compliant but also build trust with your clients.

✨Tip Number 4

Set personal sales targets for yourself that align with the company's KPIs. This will help you stay motivated and focused, making it easier to demonstrate your results during the interview process.

We think you need these skills to ace Life Insurance Sales Advisor

Sales Experience
Life Insurance Knowledge
Consultative Selling Skills
Outbound Calling Skills
Negotiation Skills
Customer Service Excellence
Target-Driven Mindset
Compliance Awareness
Documentation Accuracy
Interpersonal Skills
Problem-Solving Skills
Ethical Selling Practices
Communication Skills
Relationship Building

Some tips for your application 🫡

Understand the Role: Make sure you fully understand the responsibilities of a Life Insurance Sales Advisor. Familiarize yourself with the key skills required, such as consultative sales experience and customer service excellence.

Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in selling life insurance or protection policies. Be specific about your achievements and how you met sales targets in past roles.

Showcase Your Skills: Demonstrate your ability to negotiate effectively and provide first-class customer service. Use examples from your past work to illustrate how you put customers' best interests at the heart of your sales approach.

Tailor Your Application: Customize your application to reflect the values and goals of the independent company in Fareham. Mention your understanding of compliance guidelines and ethical selling practices to show you align with their standards.

How to prepare for a job interview at The Workshop Recruitment

✨Know Your Products

Make sure you have a solid understanding of the life insurance policies you'll be selling. Familiarize yourself with the top UK providers and their offerings, as this will help you answer questions confidently and demonstrate your advisory knowledge.

✨Practice Your Sales Pitch

Since this role involves making outbound calls to warm leads, practice your sales pitch beforehand. Focus on how to effectively negotiate and communicate the benefits of the policies while keeping the customer's best interests in mind.

✨Demonstrate Compliance Awareness

Be prepared to discuss how you ensure compliance with guidelines and avoid mis-selling. Share examples from your previous experience that highlight your ethical approach to sales and customer service.

✨Showcase Your Customer Service Skills

First-class customer service is crucial in this role. Be ready to provide examples of how you've prioritized customer needs in past positions, and explain how you would handle challenging situations to maintain a positive customer experience.

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  • Life Insurance Sales Advisor

    Fareham
    Full-Time
    28800 - 43200 £ / year (est.)
    Apply now

    Application deadline: 2027-01-12

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    The Workshop Recruitment

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