Sales Consultant (Private Medical Insurance)
Yolk Recruitment are partnered with a financial services company that specialise in providing comprehensive insurance advice, including Life, Health, and Income Protection, in partnership with leading insurers. They are looking for a Private Medical Insurance Sales Consultant. The role is paying £26,000 with an OTE of £60,000 to £100,000.
Restrictions: Due to FCA regulations, they cannot accept applications from individuals with a history of bankruptcy, IVAs, or CCJs.
What You'll Be Doing
- Client Engagement: Build strong relationships with customers by conducting detailed fact-finding to understand their insurance needs.
- Policy Matching: Match customer demands with the most suitable insurance policies, clearly explaining the benefits tailored to their circumstances.
- Partnership Liaison: Work closely with our insurance partners to offer the best industry policies and practices, and handle any customer complaints or cancellations effectively.
- Compliance: Adhere to FCA regulations and ensure compliance with all legal and regulatory guidelines.
- Industry Awareness: Stay updated on industry regulations and the underwriting criteria of our insurance partners.
- Team Collaboration: Support colleagues and management to achieve the best outcomes for both the company and clients.
- Communication: Deliver excellent communication via telephone and email, ensuring accuracy in spelling, grammar, and punctuation.
- Customer Follow-up: Manage callbacks efficiently, ensuring they are completed as scheduled.
- Company Values: Embody our company values of Integrity, Unity, Innovation, and Passion in all interactions.
Essential Skills
- Education: Minimum of 5 GCSEs, including Maths and English at grade C or above.
- Experience: Previous experience in Private Medical Insurance and in a competitive, customer-focused sales environment.
- Flexibility: Willingness to work 37.5 hours per week on a flexible basis.
Desirable Skills
- Qualifications: CII or CeMap qualifications or a willingness to work towards them.
- Regulated Sales Experience: At least one year of experience in an FCA-regulated sales environment.
- Self-Development: A history of self-development.
- KPI Achievement: Experience working to defined KPIs.
Benefits and Perks
- Health Insurance: Bupa Health Insurance - full cover.
- Income Protection: Cover provided.
- Pension Plan: Participation in our pension plan.
- Birthday Off: An extra day off on your birthday.
- Enhanced Leave: Enhanced maternity and paternity packages.
- Career Development: Opportunities for career growth and employee recognition.
Interested candidates are encouraged to apply through Yolk Recruitment. If this role isn't right for you, we may have other opportunities. Please check our website for other potential roles and if you want a confidential chat, pop me an email to arrange.
Yolk Recruitment is an equal opportunities employer, embracing diversity and encouraging applications from all qualified candidates. Please note, due to the high number of applications, we cannot guarantee a response for every role. If you have not heard from us within 7 days, please check our website for more opportunities.