COMMERCIAL INSURANCE ADVISOR BASIC SALARY + UNCAPPED COMMISSION (OTE £50,000+) TAMWORTH + HYBRID WORKING AVAILABLE
An exciting opportunity has arisen for an experienced Insurance Adviser to join a growing and high-performing financial services team. This role is ideal for a motivated, customer-focused professional who thrives in a sales environment but prefers warm leads. You will provide expert advice on insurance and protection products including life insurance, critical illness and property protection as well as commercial combined insurance products to existing clients.
THE ROLE:
Contact prospective clients using the company CRM database via telephone
Conduct detailed fact-finds to understand clients' needs and recommend suitable protection solutions
Provide advice on life insurance, critical illness and property protection products
Explain policy features and benefits clearly to customers
Negotiate policy terms and premiums with insurers where appropriate
Manage applications, maintain accurate client records and complete sales administration
Work towards agreed KPIs and sales targets
Collaborate with mortgage advisers to support clients through the home buying process
Provide excellent ongoing customer service
THE PERSON:
Experience in Commercial Insurance and Cert CII qualified (essential)
Proven track record of meeting or exceeding sales targets / KPIs
Previous outbound calling experience
Confident communicator with strong relationship-building skills
Well organised with the ability to manage a pipeline effectively
Experience using CRM systems and sales tracking tools
Motivated, driven and results focused
THE PACKAGE:
Basic salary 35,000 plus uncapped commission (circa £2,000 per month commission potential)
Hybrid working available
Supportive, collaborative team environment
Opportunity to join a growing financial services business
TO APPLY: If you are a qualified Insurance Adviser looking for a role where you can maximise your earning potential while delivering valuable advice to clients, we would love to hear from you.
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As Customer Sales Advisor you will be someone who enjoys customer service, working to targets and you will have excellent attention to detail. As a Customer Sales Executive, you will be generating maximum opportunities through processing of customer orders or quotation requests in a timely manner to meet or exceed customer expectations whilst delivering outstanding customer service at all times. This role is full time, office based, in Banbury.
As Customer Sales Advisor, you will be responsible for:
Handling inbound calls from customers wishing to place an order over the telephone ensuring the order is placed promptly and accurately
Generating sales opportunities by responding to customer quotation requests through telephone and email, within an appropriate timescale
Effectively managing workload through email management system
Developing a competitive quotation for the customer through using key fact-finding questioning techniques and attentive listening skills to build a rapport that will result in understanding the customer’s needs and providing a solution to suit the need
Offering complementary or alternative products, promotional items and/or material/quantity options to maximise sales revenue/quote to order conversion whilst protecting our product gross margin
Ensuring all quotations submitted are progressed to conclusion within the agreed period and clear concise notes are completed
Achieving all department and individual targets
Meeting Data Quality and accuracy targets in relation to Order Entry and Account/Contact creation
Maintaining a strong knowledge of the product ranges and attending all available product training
As Customer Sales Advisor you must be/have:
Strong customer service skills
Sales order processing experience
Technical customer service / sales admin experience
Upselling, cross selling experience
Confident communicator
Ability to work to tight deadlines
Able to prioritise workload effectively
Able to work independently
Accurate and fast paced quality of work
Comfortable working within a busy, open plan office
Solid IT skills
Experience of working with a CRM system
What’s in it for you?
£28,000 salary
Mon – Friday office hours 8.30 – 4.30 or 9.00 to 5.00 with ½ an hour lunch
Free onsite parking
Working as part of a friendly and supportive team
Training progression and development
Excellent benefits – 23 days holiday, rising to 26 days with service, life insurance, recognition schemes, 4% pension and much more!
....Read more...