Sales and Retention Consultant

My client who are based in Farnborough are looking for a Sales and Retention Consultant to join their team. We are looking for candidates who are confident, hard working and motivated. You will be promoting and selling insurance plans to customers and contacting existing customers.

Daily Duties

The primary function of a sales and retention executive is to support with increasing customers and to service these clients to the highest of standards.

To represent customers' interests, provide unbiased advice and distinctive unparalleled customer service.

Promoting and selling insurance plans to prospective customers.

Contacting and securing new business accounts/customers

Retaining existing clients

Contact prospect clients who have enquired for medical insurance through our websites

Discuss (through the phone or/and in person) with potential customers their requirements for medical insurance (budget, pre-existing conditions, level of cover, geographical area of cover, etc.)

Develop clear and effective written proposals/quotations for prospective customers

Efficient use of the Company CRM system

Expedite the resolution of customer problem and complaints

Assist prospect customers throughout the sale process and during the first year of the policy with queries, administration, and paperwork

Skills and Experience

Self-motivation

Integrity

Organizational skills and ability to manage deadlines

Coordination ability

Proficiency in IT, excel, outlook and other software

A methodical approach and problem-solving skills

Communication and interpersonal skills

High level of mathematical ability is a plus