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- Tasks: Handle inbound calls to assist customers with Life Insurance and Income Protection.
- Company: Join ActiveQuote, a leader in insurance advice and price comparison in the UK.
- Benefits: Enjoy a competitive salary, uncapped commission, hybrid working, and 30 days holiday.
- Why this job: Be part of a fun team, develop your skills, and make a real impact on customers' lives.
- Qualifications: Minimum 5 GCSEs including Maths and English; sales experience in insurance is essential.
- Other info: Work in a vibrant atmosphere with clear objectives and ongoing training.
The predicted salary is between 26000 - 32000 £ per year.
What we’re offering:
- Competitive basic salary £26,000 - £32,000 dependent on experience + discretionary bonus scheme.
- Market leading clawback: Our advisers only have a 6-month clawback period on all sales.
- Uncapped commission (OTE £50,000-£80,000).
- £500 monthly bonus offered for best advice as per consumer duty.
- Up to £2,000 yearly bonus paid for consistent quality business.
- Up to £1,000 written business milestones.
- 30 days holiday per year (inclusive of bank holidays).
- Guaranteed monthly 121's with clear objectives set and management support provided.
- Framework for annual salary increase.
- Monthly departmental incentives.
- Full ongoing training will be provided.
- Hybrid working – Up to 3 days working from home.
- Good location with excellent transport links.
- A hardworking but fun and lively atmosphere with opportunities to develop within the business.
Job Outline:
We have an exciting opportunity for a Sales Consultant to join our Department team in Cardiff Bay. ActiveQuote provides Life, Health and Income Protection insurance advice to customers via a wide range of insurers, including Aviva, AXA, Bupa, Vitality, Zurich, L&G to name but a few. We operate some of the UK’s leading price comparison sites for Health Insurance, Income Protection and Life Insurance with significant innovations and USPs through our world-leading software.
Job Scope:
As an ActiveQuote Sales Consultant, you will form part of the Protection department and will be responsible for helping customers to find the right Life Insurance, Income Protection and Unemployment Cover to meet their individual and family needs. All customer enquiries have come from our partners and direct marketing; therefore, this is not a cold-calling role. You will be expected to offer outstanding customer service through your expertise and knowledge of the marketplace and offer a unique advised recommendation that best fits your customer’s needs.
The role requires individuals that are self-motivated, used to achieving challenging targets and managing customer expectations throughout the lifetime of their policy.
Responsibilities and Duties:
- Demonstrating exceptional sales ability, building relationships and rapport whilst carrying out detailed fact finds to uncover customers’ demands and needs.
- Effectively matching customers’ demands and needs to the best policies available, and fully explaining to individual customers how the recommended policies would benefit them within their specific circumstances.
- Liaise with our insurer partners to determine best industry policies and practices and handle customer complaints and cancellations effectively.
- Having a high regard for compliance and treating customers fairly within an FCA regulated business and adhering to all legislation and regulatory guidelines.
- Keep abreast of changes to industry regulations and underwriting criteria of our insurance partners.
- Working as efficiently as possible to ensure all outstanding tasks are completed on time each day.
- Support colleagues and the management team to ensure the best possible outcome for ActiveQuote and our clients.
- Deliver a high level of communication both via telephone and e-mail by ensuring spelling, grammar and punctuation are perfect.
- Ensuring customers quotations are sent in a timely manner and the correct / relevant documentation is sent.
- Manage your customer call backs to make sure all customer call backs are made on time and at a time and date agreed with the customer.
- To constantly display and encourage ActiveQuote company values of INTEGRITY, UNITY, INNOVATION and PASSION.
Skills and Education:
Essential:
- Minimum of 5 GCSEs including Math’s and English at grade C or above.
- Sold Life Insurance or Income Protection/Mortgage Protection within the last 5 years.
- Excellent communication skills both verbally and written towards all our customers and insurers.
- A dedication to being reliable, honest and passionate about our customers.
- Excellent organisational skills and capable of multi-tasking to meet tight deadlines.
- Strong self-motivation.
- Ability to contribute to a positive, working environment with a good team spirit and strong work ethic.
- Previous experience of working within a competitive, customer focused or proactive sales role.
- A proven track record in achieving sales targets and goals.
- Able to work 37.5hrs per week on a flexible basis.
Desirable:
- CII or IFS Qualifications or willingness to work towards.
- 1-year previous experience minimum within an FCA or regulated sales environment.
- History of self-development.
- Experience of working to defined KPI’s.
Normal business hours are between 9am - 8pm Mon-Thurs, 9am – 5.30pm Friday, 10am - 2pm Sat. As we are regulated by the FCA we are unable to take applications from anyone with a history of bankruptcy, IVAs or CCJs.
Life & Protection Sales - Inbound Consultant employer: ActiveQuote
Contact Detail:
ActiveQuote Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Life & Protection Sales - Inbound Consultant
✨Tip Number 1
Familiarise yourself with the insurance products we offer, especially Life Insurance and Income Protection. Understanding these products will help you engage confidently with customers and demonstrate your expertise during the interview.
✨Tip Number 2
Brush up on your sales techniques, particularly in inbound sales scenarios. Since this role focuses on handling inbound calls, being able to effectively communicate and build rapport with customers will be crucial.
✨Tip Number 3
Research our company values: Integrity, Unity, Innovation, and Passion. Be prepared to discuss how you embody these values in your work, as they are central to our culture at ActiveQuote.
✨Tip Number 4
Prepare for questions about compliance and customer service. Given the FCA regulations, demonstrating your understanding of compliance and your commitment to treating customers fairly will set you apart from other candidates.
We think you need these skills to ace Life & Protection Sales - Inbound Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales, particularly in Life Insurance or Income Protection. Use specific examples to demonstrate your sales achievements and customer service skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping customers and your understanding of the insurance market. Mention how your skills align with the responsibilities outlined in the job description.
Highlight Communication Skills: Since the role requires excellent communication, emphasise your verbal and written communication skills. Provide examples of how you've successfully communicated with customers in previous roles.
Showcase Compliance Awareness: Demonstrate your understanding of compliance and regulatory guidelines in your application. Mention any relevant experience you have in an FCA regulated environment to show you are familiar with industry standards.
How to prepare for a job interview at ActiveQuote
✨Know Your Products
Familiarise yourself with the various life insurance and income protection products offered by the company. Be prepared to discuss how these products can meet different customer needs, as this will demonstrate your expertise and ability to provide tailored advice.
✨Showcase Your Sales Skills
Prepare examples of your previous sales experiences, particularly in inbound sales roles. Highlight your ability to build rapport with customers and how you've successfully met or exceeded sales targets in the past.
✨Understand Compliance and Regulations
Since the role is within an FCA regulated environment, brush up on relevant regulations and compliance standards. Be ready to discuss how you ensure fair treatment of customers and adhere to industry guidelines in your sales approach.
✨Demonstrate Strong Communication Skills
Practice clear and concise communication, both verbally and in writing. During the interview, focus on your ability to explain complex information simply and effectively, as this is crucial for helping customers understand their options.
