Customer Retention Sales Advisor
Customer Retention Sales Advisor

Customer Retention Sales Advisor

Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
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AXA Group

At a Glance

  • Tasks: Engage with customers to ensure satisfaction and loyalty while upselling insurance policies.
  • Company: Join AXA, a global leader in insurance and financial services.
  • Benefits: Earn a competitive salary plus monthly commission and enjoy flexible working arrangements.
  • Other info: Dynamic work environment with opportunities for growth and development.
  • Why this job: Make a real difference for customers while building a rewarding career.
  • Qualifications: Customer-facing experience and strong communication skills are essential.

The predicted salary is between 30000 - 40000 £ per year.

About AXA

AXA is a global leader in insurance and financial services, dedicated to helping customers protect what matters most to them. As the sixth-largest insurance company in the world, we provide a wide range of services, including health, car, home, and business insurance. We support millions of customers worldwide, helping them navigate life's uncertainties with confidence. AXA Global Healthcare offers global healthcare support and protection to individuals and businesses in more than 200 countries, building on over 55 years of experience through its international hubs.

Job overview

AXA Global Healthcare is excited to offer a fantastic opportunity for a Customer Retention Sales Advisor to build a rewarding career within our organisation. If you take pride in helping customers, overcoming objections, and finding solutions, this role is perfect for you. You’ll be engaging directly with individual customers to ensure their satisfaction and continued loyalty to their insurance policies. This role not only allows you to make a real difference for our customers but also offers the potential to significantly increase your earnings through monthly commission. Join our retention team, where you’ll be responsible for retaining customers at renewal and throughout the year, handling queries related to premiums and cancellation issues. In addition to your base salary, you’ll earn a monthly commission based on renewals.

Key responsibilities

  • Re-sell insurance policies to existing customers, identifying upselling opportunities and providing all necessary information for renewal.
  • Proactively contact customers at renewal to ensure their continued satisfaction and retention.
  • Handle customer queries and help resolve any issues they may have.
  • Achieve monthly sales targets through effective upselling and customer engagement.
  • Demonstrate sound objection handling, closing skills, and negotiation techniques in every call.
  • Collaborate with other departments to resolve customer problems efficiently.
  • Accurately update customer data and notes across all relevant systems.
  • Conduct all calls in compliance with FCA and AXA guidelines.

Work arrangements

At AXA we work smart, empowering our people to balance their time between home and the office in a way that works best for them, their team and our customers. You'll work at least two days a week (40%) away from home, moving to three days a week (60%) in the future. Away from home means attending the office, visiting clients or attending industry events.

Working hours & shift pattern

You’ll work full time, 37.5 hours per week Monday to Friday, from 9am to 5pm.

Your skills & experience

  • Experience in a customer-facing role, either in person or phone based, is essential.
  • Excellent attention to detail, negotiation and relationship building skills.
  • Ability to connect with a variety of people over the phone and via email, translating complex information in a simple way.
  • Customer focused, with the ability to show empathy and build rapport, listening and assessing situations quickly whilst conducting yourself in a professional manner.
  • Motivated, resilient and ambitious with a determination to succeed.
  • Highly adaptable to change and managing multiple priorities.
  • It would be advantageous to have experience working in a sales or retention role within a target driven FCA regulated environment.

As a precondition of employment for this role, you must be eligible and authorised to work in the United Kingdom. This position has been defined as an Insurance Distribution Directive (IDD) role under the IDD regime which means that in addition to pre-employment screening checks, the successful candidate will be subject to background screening every 4 years with an annual declaration in interim years.

How to apply

To apply, click on the ‘apply now’ button, you’ll then need to log in or create a profile to submit your CV. We’re proud to be an Equal Opportunities Employer and don’t discriminate against employees or potential employees based on protected characteristics. If you have a long-term condition or disability and require adjustments during the application or interview process, we’re proud to offer access to the AXA Accessibility Concierge. For our support, please send an email to laura.venables@axa-uk.co.uk. We encourage you to apply for this opportunity as soon as possible, as we may close this advert earlier than the listed closing date.

Customer Retention Sales Advisor employer: AXA Group

AXA is an exceptional employer that prioritises employee well-being and professional growth, offering a dynamic work culture where you can thrive. With flexible working arrangements and a strong focus on customer satisfaction, you'll have the opportunity to make a meaningful impact while enjoying competitive earnings through commission. Join us at AXA Global Healthcare, where your contributions are valued, and your career can flourish in a supportive environment.
AXA Group

Contact Detail:

AXA Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Retention Sales Advisor

✨Tip Number 1

Get to know the company inside out! Research AXA's values, services, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.

✨Tip Number 2

Practice your pitch! Think about how you can highlight your customer service skills and experience in a way that aligns with the role. Role-playing with a friend can help you feel more confident when it’s time to chat with the hiring team.

✨Tip Number 3

Be ready to showcase your problem-solving skills. Prepare examples of how you've handled customer queries or objections in the past. This will demonstrate your ability to keep customers happy and loyal, which is key for this role.

✨Tip Number 4

Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the position. Plus, it keeps you on their radar as they make their decision.

We think you need these skills to ace Customer Retention Sales Advisor

Customer Engagement
Objection Handling
Negotiation Skills
Sales Skills
Attention to Detail
Relationship Building
Empathy
Communication Skills
Problem-Solving Skills
Adaptability
Resilience
Time Management
FCA Compliance Knowledge
Target Driven Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Customer Retention Sales Advisor role. Highlight any customer-facing roles you've had and showcase your negotiation skills.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about helping customers and how you can contribute to our team. Be genuine and let your personality shine through!

Showcase Your Achievements: When detailing your experience, focus on specific achievements, especially those related to sales or customer retention. Numbers speak volumes, so if you’ve hit targets or improved customer satisfaction, let us know!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Don’t miss out on this opportunity!

How to prepare for a job interview at AXA Group

✨Know Your Stuff

Before the interview, make sure you understand AXA's services and values. Familiarise yourself with their insurance products and how they help customers. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role.

✨Showcase Your Customer Skills

Since this role is all about customer retention, be ready to share specific examples of how you've successfully handled customer queries or objections in the past. Highlight your negotiation skills and any experience you have in upselling or retaining clients.

✨Practice Active Listening

During the interview, demonstrate your ability to listen actively. This means responding thoughtfully to questions and showing empathy towards customer scenarios. It’s crucial for a Customer Retention Sales Advisor to connect with customers, so let that shine through in your conversation.

✨Prepare for Role-Play Scenarios

Be prepared for potential role-play exercises where you might need to handle a customer query or objection on the spot. Practising these scenarios beforehand can help you feel more confident and showcase your problem-solving abilities effectively.

Customer Retention Sales Advisor
AXA Group
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