Insurance Sales Advisor

Insurance Sales Advisor

Gloucester
Competitive salary
35 hours weekly

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:

• You’ll engage with potential clients via outbound calls, qualifying leads from our website, partners, and introducers.
• Your goal is to gather key information, assess needs, and ensure a smooth transition to our Sales Executives.
• You’ll help drive business growth by meeting qualification targets and maintaining accurate client records.

Key Responsibilities:

• 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.