Life & Protection Sales - Inbound Consultant

JR United Kingdom; Leeds; Hybrid; GBP 26,000 - 32,000; Full time

Job summary

A leading company is seeking a Life & Protection Sales Consultant in Leeds to provide insurance advice based on customer inquiries. In this inbound sales role, you'll build rapport and help customers find suitable insurance products, managing expectations with excellent customer service. Competitive salary with opportunities for bonuses and training, in a dynamic environment that promotes self-development.

Benefits

30 days holiday per year

Monthly 121's with clear objectives

Full ongoing training provided

Framework for annual salary increases

Hybrid Working – Up to 3 days from home

Qualifications

• At least 5 GCSEs including Math and English.
• Experience selling Life Insurance or Income Protection in the last 5 years.
• Minimum 1-year experience in FCA or regulated sales.

Responsibilities

• Build rapport, uncover needs, and recommend suitable policies.
• Coordinate with insurer partners and handle complaints.
• Ensure compliance with FCA regulations.

Skills

Excellent communication skills

Customer-focused

Organized

Self-motivated

Proven sales record

Education

At least 5 GCSEs including Math and English at grade C or above

CII or IFS qualifications or willingness to pursue

Job description

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Life & Protection Sales - Inbound Consultant, Leeds, West Yorkshire

Client: ActiveQuote

Location: Leeds, West Yorkshire, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

What we’re offering

• Competitive basic salary £26,000 - £32,000 dependent on experience + discretionary bonus scheme.
• MARKET LEADING CLAWBACK: Our advisers only have a 6-month clawback period on all sales
• INBOUND SALES ROLE: Handling inbound calls, with outbound calls limited to callbacks and online policy purchases.
• £500 monthly bonus for best advice as per consumer duty
• Up to £2,000 yearly bonus for quality business
• Up to £1,000 for written business milestones
• 30 days holiday per year (including bank holidays)
• Monthly 121's with clear objectives and management support
• Framework for annual salary increases
• Monthly departmental incentives
• Full ongoing training provided
• Hybrid Working – Up to 3 days from home
• Good location with transport links
• Dynamic environment with development opportunities

Job Outline:

Join our Department team in Leeds as a Sales Consultant. ActiveQuote offers Life, Health, and Income Protection insurance advice, working with top insurers like Aviva, AXA, Bupa, Vitality, Zurich, L&G.

We operate leading UK price comparison sites for health, income, and life insurance, powering sites like MoneySuperMarket, GoCompare, and Money Saving Expert.

Job Scope:

As a Sales Consultant, you will help customers find suitable insurance products. This is not cold-calling; customer inquiries come from partners and marketing.

You will provide excellent customer service and tailored advice, managing customer expectations and achieving targets.

Responsibilities and Duties:

• Build rapport, uncover needs, and recommend suitable policies
• Explain policy benefits clearly
• Coordinate with insurer partners and handle complaints effectively
• Ensure compliance with FCA regulations and legislation
• Stay updated on industry regulations and underwriting criteria
• Complete tasks efficiently and support team goals
• Communicate professionally via phone and email
• Send quotations promptly with correct documentation
• Manage callback schedules effectively
• Promote company values of INTEGRITY, UNITY, INNOVATION, and PASSION

Skills and Education:

• At least 5 GCSEs including Math and English at grade C or above
• Experience selling Life Insurance or Income Protection in the last 5 years
• Excellent communication skills
• Reliable, honest, customer-focused
• Organized, multi-tasker, deadline-oriented
• Self-motivated, team player
• Proven sales record
• Available for 37.5 hours/week on flexible schedule
• CII or IFS qualifications or willingness to pursue
• Minimum 1-year experience in FCA or regulated sales
• Committed to self-development
• Experience working to KPIs

Normal hours: Mon-Thu 9am-8pm, Fri 9am-5.30pm, Sat 10am-2pm. Applications from individuals with bankruptcy, IVAs, or CCJs are not accepted due to FCA regulation.