Insurance Sales Advisor

Insurance Sales Advisor

Gloucester Full-Time 28800 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with potential clients, qualify leads, and support sales executives.
  • Company: Join a dynamic team in the insurance industry focused on customer service.
  • Benefits: Enjoy a supportive environment, full training, 26 days holiday, and a pension scheme.
  • Why this job: Gain valuable experience in a rewarding industry while developing your skills.
  • Qualifications: Previous sales or customer service experience and excellent communication skills required.
  • Other info: Diversity and inclusion are at the heart of our recruitment process.

The predicted salary is between 28800 - 42000 £ per year.

Are you a confident communicator with a passion for customer service? Are you seeking to join the world of insurance? We’re seeking an Insurance Sales Advisor to join our dynamic team and play a key role in qualifying business insurance leads.

About the role:

  • Lead Qualification: Contact and qualify leads by identifying their business insurance needs.
  • Customer Interaction: Provide a professional, friendly, and positive experience for every lead.
  • Database Management: Keep accurate, up-to-date records in the company CRM system.
  • Collaboration: Work closely with insurance advisors to ensure a seamless handover.
  • Inbound Lead Support: Respond promptly to inbound inquiries and manage leads efficiently.
  • Data Integrity: Maintain secure and compliant client files in line with company policies.

What You’ll Need:

  • Experience: Previous sales or customer service experience, ideally with outbound calling or lead qualification.
  • Communication Skills: Excellent verbal communication and active listening skills.
  • Attention to Detail: Strong organisational skills to manage client information accurately.
  • Target-Driven Mindset: Ability to meet or exceed lead qualification targets.
  • Teamwork: Collaborative approach, working closely with advisors and team members.

Why join the team?

  • Supportive, laid back working environment
  • Opportunities to develop your skills and achieve success in a fast-paced, rewarding industry.
  • Full training provided
  • 26 days holiday with an annual option to buy additional days
  • Company pension scheme with Scottish Widows (3% employer, 5% employee contributions)
  • 6 months maternity & paternity leave package

Interested? Send your most up-to-date CV to Fran at i2i recruitment today!

Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.

We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.

Insurance Sales Advisor employer: i2i Recruitment Consultancy

Join our vibrant team in Gloucester as an Insurance Sales Advisor, where you'll thrive in a supportive and laid-back work environment that values your growth. With comprehensive training, competitive benefits including 26 days of holiday and a robust pension scheme, we empower you to develop your skills in a rewarding industry while fostering collaboration and a strong team spirit.
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Contact Detail:

i2i Recruitment Consultancy Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Insurance Sales Advisor

✨Tip Number 1

Familiarise yourself with the insurance industry and its terminology. Understanding key concepts will not only boost your confidence during conversations but also help you engage more effectively with potential clients.

✨Tip Number 2

Practice your communication skills by role-playing with a friend or family member. This will help you refine your ability to listen actively and respond to client needs, which is crucial for qualifying leads.

✨Tip Number 3

Set personal targets for lead qualification to mirror the goals of the role. This will help you develop a target-driven mindset and prepare you for the expectations of the position.

✨Tip Number 4

Network with professionals in the insurance field through platforms like LinkedIn. Building connections can provide insights into the industry and may even lead to referrals or recommendations for the role.

We think you need these skills to ace Insurance Sales Advisor

Excellent Verbal Communication
Active Listening Skills
Customer Service Orientation
Lead Qualification
Outbound Calling Experience
Attention to Detail
Organisational Skills
Target-Driven Mindset
Team Collaboration
Database Management
CRM System Proficiency
Problem-Solving Skills
Time Management
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in sales or customer service. Emphasise any outbound calling or lead qualification roles you've held, and showcase your communication skills.

Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for customer service and your understanding of the insurance industry. Mention specific examples of how you've successfully qualified leads or provided excellent customer experiences.

Highlight Key Skills: In your application, focus on your attention to detail, organisational skills, and ability to work in a team. These are crucial for the role of an Insurance Sales Advisor, so make sure they stand out.

Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and can help keep your application top of mind.

How to prepare for a job interview at i2i Recruitment Consultancy

✨Showcase Your Communication Skills

As an Insurance Sales Advisor, excellent verbal communication is key. Practice articulating your thoughts clearly and confidently, as you'll need to engage with potential clients effectively during the interview.

✨Demonstrate Customer Service Passion

Highlight your previous customer service experience and share examples of how you've provided a positive experience for clients. This will show that you understand the importance of customer satisfaction in sales.

✨Prepare for Lead Qualification Questions

Expect questions about how you would qualify leads and assess client needs. Think of scenarios where you've successfully identified customer requirements and how you can apply that to the insurance sector.

✨Emphasise Teamwork and Collaboration

Since the role involves working closely with insurance advisors, be ready to discuss your teamwork experiences. Share examples of how you've collaborated with others to achieve common goals, showcasing your ability to work well in a team.

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