Customer Engagement Associate (pathway role into Protection Adviser) in Milton Keynes

Customer Engagement Associate (pathway role into Protection Adviser) in Milton Keynes

Milton Keynes Full-Time 26450 - 30000 £ / year (est.) No working from home possible
L

At a Glance

  • Tasks: Engage with families, introduce services, and connect them with advisers.
  • Company: Leading Life Insurance Broker with a supportive team culture.
  • Benefits: Starting salary of £26,450, bonuses, training, and great perks.
  • Other info: Flexible shifts, 3-day weekends, and overseas incentive trips await!
  • Why this job: Kickstart your career with real progression into a Protection Adviser role.
  • Qualifications: Warm phone manner, listening skills, and a drive to succeed.

The predicted salary is between 26450 - 30000 £ per year.

Kickstart Your Career.

Full Training.

Real Progression.

Great People. £26,450k basic starting salary + bonus opportunities + genuine career growth + great perks!

Looking to build a career in a people-focused, high-energy environment?

We’re one of the UK’s leading Life Insurance Brokers, and we’re searching for friendly and confident Customer Engagement Associates to become the first voice families hear when they reach out for help.

This role has been created as a stepping stone to a long-term career as a Protection Adviser.

Our aim is to support every successful candidate in developing the skills and experience needed to progress, with many colleagues moving into adviser roles within 6–12 months.

We’ve featured in the Sunday Times Best Companies to Work For and we’re killing it on Trustpilot.

Don’t just take our word for it, go take a look for yourself!

  • Recruitment
  • Event: 22nd July, 1pm – 4pm (save the date!)

Type: Full-time, Permanent What you’ll be doing

  • Make outbound calls to families who aren’t yet protected
  • Introduce them to our services, overcome objections, and smoothly connect them with an Adviser
  • Arrange and manage callbacks to keep each customer’s journey on track
  • Keep our CRM updated with accurate details to ensure seamless handovers
  • Stay responsive, positive and ready to support your teammates
  • Work towards moving into the Advice team with regular training We’re looking for someone who:
  • Has a warm, confident phone manner
  • Can stay calm, think fast, and handle pushback with ease
  • Has great listening skills and strong attention to detail
  • Feels comfortable guiding customers through sensitive conversations
  • Is ambitious, resilient, driven by targets, and eager to progress into an Adviser role in the future
  • If you come from a customer service, sales or similar background it's a bonus!

But it’s your attitude, energy, and willingness to learn that matter most What’s in it for you?

  • £26,450k basic salary going up to £30k once you move into Advice
  • Bonus scheme based on performance (changing to uncapped commission when you moved over to Advice)
  • Industry-leading training & clear progression pathway into a Protection Adviser role
  • Life, Critical Illness, and Income Protection cover
  • Overseas incentive trips (yes, really!)
  • Buy or sell up to 5 days’ holiday
  • Your birthday off
  • A supportive team culture where you’ll be backed every step of the way

• … and plenty more!

What’s the shift pattern like?

You’ll work 40 hours a week with flexible shifts.

These range from 9am, 10am or 11am starts.

You would also be expected to work every other Saturday, BUT you get an extra day off in lieu for that.

Hello 3-day weekend!

What’s the application process?

  • Click apply and upload your CV (yes, we actually read them!)
  • If it’s a match, we’ll email you and ask you to book in with Sophie for a quick chat
  • If you’re successful, we’ll invite you to the MK office for an interview day on July 22nd where the first half will be group-based and the second half we may do a 1-to-1 interview if successful
  • We’ll let you know the outcome as soon as possible
  • We keep you updated at every stage.

No ghosting here!

Feeling excited yet?

Apply now and we’ll be in touch soon

Customer Engagement Associate (pathway role into Protection Adviser) in Milton Keynes employer: LifeSearch

LifeSearch is an exceptional employer located in Greater London, offering a dynamic work culture that prioritises employee growth and well-being. With a competitive salary structure, uncapped commission, and flexible working options, employees are empowered to thrive in their roles while enjoying significant benefits like incentive trips and generous leave policies. The company's commitment to ongoing training and technology investment ensures that every team member has the opportunity to advance their career in a supportive environment.

L

Contact Details:

LifeSearch Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Customer Engagement Associate (pathway role into Protection Adviser) in Milton Keynes

Dive Into Industry Networking Events

Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.

Use LinkedIn to Your Advantage

Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like LifeSearch). A thoughtful message explaining your interest can really make a difference!

Look Out for Graduate Schemes

Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.

Leverage Your Current Connections

Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like LifeSearch. Don’t shy away from asking for a coffee chat; you never know what doors it might open!

We think you need these skills to ace Customer Engagement Associate (pathway role into Protection Adviser) in Milton Keynes

Outbound Calling
Customer Service
Objection Handling
CRM Management
Listening Skills
Attention to Detail
Communication Skills

Some tips for your application 🫡

Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.

Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.

Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at LifeSearch.

Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at LifeSearch. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.

How to prepare for a job interview at LifeSearch

Know Your Numbers: Insurance Fundamentals

Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at LifeSearch to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.

Showcase Your Analytical Side

In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!

Prepare for Behavioural Questions

As a full-timer at LifeSearch, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.

Know the Company Culture Inside Out

Understanding LifeSearch's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.