Life Insurance Sales Advisor — Grow Client Partnerships

Red Recruitment; England; On-site; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Private medical insurance

Death in service

Income protection

Enhanced parental leave

EV scheme

Employee assistance programme

Perkbox

24 days annual leave

Wellbeing day

Job summary

Red Recruitment is recruiting a Sales Advisor for a specialist insurance business in Bristol. The role focuses on consulting with potential clients to assess their financial needs and recommend Life or Health Insurance options, building long-term client relationships and referrals.

You will write proposals, explain policy features clearly, and maintain accurate records while upholding high professional standards. A structured shift and strong training culture support your development.

Qualifications

• Experience selling or upselling Life or Health Insurance products.
• Excellent written and spoken communication with active listening.
• Strong attention to detail and willingness to learn products.
• Ability to work calmly under pressure while acting in clients' best interests.
• Excellent time management and professional attitude.
• Experience in outbound sales.

Responsibilities

• Consult with potential clients to assess financial needs and recommend insurance options.
• Write high-quality proposals aligning with client needs to support retention and referrals.
• Explain policy features and benefits clearly across life and health products.
• Maintain accurate client documentation and records per company policies.
• Represent the company with integrity in all client interactions.
• Engage in ongoing training to improve product knowledge and sales skills.

Skills

Life/Health Insurance sales

Communication skills

Detail orientation

Product knowledge

Outbound sales

Pressure tolerance

Job description

Red Recruitment is recruiting a Sales Advisor for a specialist insurance business in Bristol. The role focuses on consulting with potential clients to assess their financial needs and recommend Life or Health Insurance options, building long-term client relationships and referrals.

You will write proposals, explain policy features clearly, and maintain accurate records while upholding high professional standards. A structured shift and strong training culture support your development.