Sales Advisor

Smart10 Ltd, Trading as SMT Recruitment; Potters Bar; On-site; GBP 25,000 - 26,000; Full time

Job summary

SMT Recruitment in Potters Bar is seeking a motivated Sales Advisor to support an insurance team. You will handle customer enquiries, convert leads into new business, and assist customers throughout the policy lifecycle with a focus on excellent service and sales growth.

The role offers a Monday–Friday 9:00am–5:00pm schedule with alternate Saturdays. You will build relationships, achieve new business and renewal KPIs, and develop solid product knowledge to support customers confidently.

Qualifications

• A confident communicator with strong customer service skills.
• Sales-driven with the ability to identify opportunities.
• Eager to learn and develop within a growing business.
• Organised with strong attention to detail.
• Able to work both independently and as part of a team.
• Positive attitude with a proactive approach to work.

Responsibilities

• Handle new business enquiries and convert leads into policies
• Generate and follow up on leads from internal lists
• Prepare and invite renewals for existing customers
• Process policy changes including amendments, mid-term adjustments and cancellations
• Manage customer queries throughout the policy lifecycle
• Make welcome calls to new customers to ensure satisfaction and retention
• Provide clear and compliant information about insurance products
• Build strong relationships with customers and maintain excellent service standards
• Work towards individual and team KPIs including new business conversion and renewal retention

Skills

Customer service

Lead generation

Sales opportunities

Relationship building

Attention to detail

Job description

Job Title

Sales Advisor

Salary

£25,000 - £26,000

Location

Potters Bar

Working Hours

• Monday - Friday: 9:00am - 5:00pm (30-minute lunch)
• Saturday: 9:00am - 1:00pm (Alternate Saturdays)

Purpose of the Role

Our client is looking for a motivated Sales Advisor to support their insurance team. The role involves handling customer enquiries, converting leads into new business, and supporting customers throughout the full policy lifecycle. You will play a key role in delivering excellent customer service while contributing to sales growth and customer retention.

Key Responsibilities

• Handle new business enquiries and convert leads into policies
• Generate and follow up on leads from internal lists
• Prepare and invite renewals for existing customers
• Process policy changes including amendments, mid-term adjustments and cancellations
• Manage customer queries throughout the policy lifecycle
• Make welcome calls to new customers to ensure satisfaction and retention
• Provide clear and compliant information about insurance products
• Build strong relationships with customers and maintain excellent service standards
• Work towards individual and team KPIs including new business conversion and renewal retention

About You

• A confident communicator with strong customer service skills
• Sales-driven with the ability to identify opportunities
• Eager to learn and develop within a growing business
• Organised with strong attention to detail
• Able to work both independently and as part of a team
• Positive attitude with a proactive approach to work

Thank you for your interest in this vacancy, advertised by SMT Recruitment (Smart10 Ltd), acting as an employment agency/business. Your application will be considered alongside others, and we will contact you within three working days if you are shortlisted.