Customer Service and Sales Advisor

Gallagher; Wakefield; On-site; GBP 25,000 - 35,000; Full time

Job summary

A global risk management firm seeks a Customer Service and Sales Advisor in Wakefield. The ideal candidate will have proven sales experience, strong communication skills, and a basic grasp of IT. Responsibilities include creating quotes, upselling products, and building client relationships. Competitive salary and benefits package offered, including holidays, pension contributions, and gym memberships.

Benefits

25 days holiday plus bank holidays

Defined contribution pension scheme

Life insurance

Health cash plan or Private medical insurance

Discounted gym membership

Employee Stock Purchase plan

Qualifications

• Proven track record of exceeding sales targets.
• Ability to explain products clearly and persuasively.
• Comfortable using software to manage tasks.

Responsibilities

• Drive revenue by creating and closing insurance quotes.
• Identify upsell opportunities to enhance client coverage.
• Build strong client relationships through exceptional service.

Skills

Sales experience

Strong communication

IT skills

Job description

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Customer Service and Sales Advisor, Wakefield

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Client:

Location:

Wakefield, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

5cddecff7c7d

Job Views:

22

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

Overview

Are you a skilled salesperson ready to achieve success with Gallagher’s global team? If closing deals, building strong client relationships, and delivering top-tier customer service excite you, this role is your opportunity to thrive! Join Gallagher, a world leader in risk management and insurance solutions, and turn your sales talent into career success. How you'll make an impact As a Customer Service & Sales Advisor, you will: Drive Revenue: Create compelling insurance quotes and close deals that benefit clients. Upsell with Confidence: Identify opportunities to offer additional products that enhance client coverage. Build Relationships: Create lasting connections through exceptional service and genuine care. Thrive Under Pressure: Navigate a fast-paced environment while balancing priorities effectively. About You Proven Sales Experience: A background in sales where you’ve consistently hit or exceeded targets. Sales-First Mindset: You’re passionate about meeting targets and delivering value to clients. Strong Communicator: You can explain products clearly, persuasively, and with confidence. Basic IT Skills: Comfortable using everyday software and systems to manage tasks and support client interactions. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we’ll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more…

Overview

Are you a skilled salesperson ready to achieve success with Gallagher’s global team? If closing deals, building strong client relationships, and delivering top-tier customer service excite you, this role is your opportunity to thrive! Join Gallagher, a world leader in risk management and insurance solutions, and turn your sales talent into career success. How you'll make an impact As a Customer Service & Sales Advisor, you will: Drive Revenue: Create compelling insurance quotes and close deals that benefit clients. Upsell with Confidence: Identify opportunities to offer additional products that enhance client coverage. Build Relationships: Create lasting connections through exceptional service and genuine care. Thrive Under Pressure: Navigate a fast-paced environment while balancing priorities effectively. About You Proven Sales Experience: A background in sales where you’ve consistently hit or exceeded targets. Sales-First Mindset: You’re passionate about meeting targets and delivering value to clients. Strong Communicator: You can explain products clearly, persuasively, and with confidence. Basic IT Skills: Comfortable using everyday software and systems to manage tasks and support client interactions. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we’ll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more…