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For Companies At a Glance
- Tasks: Engage with clients to assess their insurance needs and provide tailored policy options.
- Company: Join a friendly insurance broker in Poole, dedicated to supporting your career growth.
- Benefits: Enjoy full training, competitive salary, and a supportive team culture with clear progression.
- Why this job: Kick-start your career in insurance with no experience needed and gain industry-recognised qualifications.
- Qualifications: A proactive attitude, strong communication skills, and basic IT knowledge are essential.
- Other info: Work Monday to Friday with every second Saturday morning required.
The predicted salary is between 26000 - 28000 £ per year.
Overview
Job Title: Customer Sales Advisor (Insurance Broker)
Location: Poole (Parkstone) (Onsite)
Sector: Insurance Broker – Personal Lines (Full Training provided)
Job Type: Full-Time, Permanent
Salary: £26,000 – £28,000 (DOE)
Start Your Career in Insurance – No Experience Needed!
Are you looking to break into the insurance industry? Do you thrive in a sales-focused environment and enjoy building relationships with people?
We’re on the lookout for a driven and personable Insurance Advisor to join our friendly, close-knit team in Poole (Parktone). This role would suit someone keen to kick-start a career in insurance, relishes working to sales targets, and enjoys engaging with people from all walks of life.
Whether you’re fresh out of education, changing careers, or have experience in customer service or sales, this is a fantastic opportunity to learn, grow, and succeed—with full training and professional qualifications provided.
What You’ll Be Doing
- Speak with clients to understand their insurance needs and guide them through suitable policy options.
- Handle new business, renewals, amendments, and claims in a professional and customer-focused manner.
- Maintain accurate client records and ensure compliance with FCA regulations.
- Deliver outstanding customer service at all times—both over the phone and face-to-face.
- Support administrative duties including data entry, document handling, and system updates.
- Attend training sessions to build your knowledge of insurance products, compliance, and sales skills.
- Work towards personal and team KPIs in a supportive, target-driven environment.
What We’re Looking For
Must-Haves
- A genuine interest in developing a long-term career in insurance.
- Strong communication and interpersonal skills.
- A proactive, can-do attitude and eagerness to learn.
- Excellent attention to detail and organisation.
- Team player who thrives in a collaborative environment.
- Basic IT skills, including use of Microsoft Office.
Nice to Have
- Experience in customer service and sales
- GCSEs (or equivalent), including Maths and English.
Why Join Us?
- Full training and support—no previous insurance experience needed.
- Sponsorship for industry-recognised qualifications (e.g. CII).
- Clear career progression opportunities as you develop.
- Friendly and supportive team culture.
- Exposure to personal, commercial, and claims insurance work.
- Competitive salary and employee benefits package, including pension.
Working Hours
- Monday – Friday: 8:30 AM – 5:00 PM
- Every 2nd Saturday: 8:30 AM – 12:00 PM
Take the First Step Towards a Rewarding Career. Apply today and join a company that will invest in your success and help you grow.
Cowell Recruitment Ltd is an equal opportunities recruitment agency. Please note: Only candidates with the right to work in the UK will be considered. EOE.
Job Types: Full-time, Permanent
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Trainee Sales Advisor employer: Cowell Recruitment
Contact Detail:
Cowell Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Sales Advisor
✨Tip Number 1
Research the insurance industry and familiarise yourself with common terms and practices. This will not only help you in interviews but also show your genuine interest in the field.
✨Tip Number 2
Practice your communication skills by engaging in conversations with friends or family about their insurance needs. This will prepare you for the client interactions you'll have as a Trainee Sales Advisor.
✨Tip Number 3
Network with professionals in the insurance sector through platforms like LinkedIn. Connecting with current employees can provide insights into the company culture and expectations.
✨Tip Number 4
Prepare questions to ask during the interview about the training process and career progression opportunities. This demonstrates your eagerness to learn and grow within the company.
We think you need these skills to ace Trainee Sales Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the role of a Trainee Sales Advisor. Emphasise any customer service or sales experience, even if it's from different sectors.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for starting a career in insurance. Mention your strong communication skills and proactive attitude, and explain why you want to join this specific company.
Highlight Your Soft Skills: In your application, focus on your interpersonal skills and ability to work in a team. The job requires building relationships with clients, so demonstrating these qualities will be crucial.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the role.
How to prepare for a job interview at Cowell Recruitment
✨Show Your Enthusiasm for Insurance
Make sure to express your genuine interest in starting a career in insurance. Talk about why you find the industry appealing and how you see yourself growing within it.
✨Demonstrate Strong Communication Skills
Since the role involves engaging with clients, practice articulating your thoughts clearly. Use examples from past experiences where you've successfully communicated with others, whether in customer service or other settings.
✨Prepare for Common Sales Scenarios
Think about potential sales situations you might encounter in the role. Be ready to discuss how you would handle client inquiries, objections, or even how you would upsell a product.
✨Highlight Your Team Player Attitude
The company values collaboration, so be prepared to share examples of how you've worked effectively in a team. Emphasise your ability to support colleagues and contribute to a positive team environment.
