Phone-Based Insurance Sales Advisor

Lloyd & Whyte; Eastleigh; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

28 days annual leave plus bank hols

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Study and qualifications support

Volunteer time off

Job summary

Business Choice Direct, part of Benefact Group, is recruiting a Sales Agent for our Eastleigh office. The role involves telephone-based quotes, researching market needs, and promoting insurer features to clients in a busy, regulated environment.

We offer a 37.5-hour week, permanent contract, and a benefits package including pension, sick pay, and training support. Salary is up to £29,000 depending on experience.

Qualifications

• Experience in a target-driven sales role, preferably within insurance.
• Confident building rapport over the telephone for an excellent client experience.
• Ability to work independently within guidelines when reviewing underwriting terms and premiums.
• Ability to work in a regulated, compliant and client-focused environment.
• Organised, resourceful, deadline-driven and supportive of the wider team.
• Excellent interpersonal and written/verbal communication skills.

Responsibilities

• Undertaking telephone-based quotes with potential clients using fact find to capture data.
• Researching the market and providing quotes and information to clients relevant to the protection they require.
• Overcoming objections and promoting the key selling features of the recommended insurer.
• Liaising with underwriters to gain an idea of cover terms to advise clients.

Skills

Sales experience

Telephone sales

Communication

Independent work

Regulatory/compliance

Interpersonal skills

Education

CII Certificate in Insurance (preferred)

Job description

Business Choice Direct, part of Benefact Group, is recruiting a Sales Agent for our Eastleigh office. The role involves telephone-based quotes, researching market needs, and promoting insurer features to clients in a busy, regulated environment.

We offer a 37.5-hour week, permanent contract, and a benefits package including pension, sick pay, and training support. Salary is up to £29,000 depending on experience.