Sales And Retention Advisor

Simplyhealth; Reading; On-site; GBP 22,000 - 30,000; Full time

Job summary

Simplyhealth is looking for a Telesales & Retention Executive in Reading, Berkshire. You will engage with existing and prospective customers, guiding them through plan options and benefits with a compliant, non-advised sales approach.

In a fast-paced environment, you’ll meet sales and retention targets, handle inbound and outbound calls, and build lasting customer relationships while delivering excellent service and maintaining up-to-date product knowledge.

Qualifications

• Experience in telesales or retention within a regulated environment.
• Strong communication and rapport-building abilities.
• Solid understanding of product features and benefits to support retention.

Responsibilities

• Achieve and, where possible, exceed individual sales and retention targets.
• Manage inbound and outbound customer conversations to maximise sales and retention opportunities.
• Build and maintain positive relationships with existing and prospective customers.
• Deliver exceptional customer service throughout the sales journey.
• Effectively manage workload to meet performance, productivity and response-time expectations.
• Maintain up-to-date product knowledge and ensure FCA-regulated compliance.
• Complete administrative activities accurately and in line with processes.
• Contribute to team success and wider business objectives.

Skills

Telesales

Retention

Customer service

Inbound/outbound calls

Compliance

Job description

At Simplyhealth, we're on a mission to improve access to healthcare for everyone in the UK. As a Telesales & Retention Executive, you'll play a key role in helping customers understand the value of their health plan and supporting them to make informed decisions about their healthcare cover.

Working in a fast-paced and target-driven environment, you'll speak with both existing and prospective customers, handling inbound and outbound calls with confidence and professionalism. A significant part of the role involves engaging with customers who have requested to cancel their health plan, helping them recognise the benefits available to them and supporting retention wherever possible.

You'll use your natural communication skills to build rapport, understand customer needs and demonstrate how our health plans can help improve access to healthcare. As part of an FCA-regulated business, you'll deliver non-advised sales, ensuring customers are provided with clear information that enables them to make their own informed choices.

Key responsibilities include:

• Achieving and, where possible, exceeding individual sales and retention targets.
• Managing inbound and outbound customer conversations to maximise sales and retention opportunities.
• Building and maintaining positive relationships with existing and prospective customers.
• Delivering exceptional customer service throughout the sales journey.
• Effectively managing your workload to meet performance, productivity and response-time expectations.
• Using initiative and sound judgement to overcome objections and find positive outcomes for customers and the business.
• Maintaining up-to-date product knowledge and ensuring compliance within an FCA-regulated environment.
• Completing administrative activities accurately and in line with agreed processes.
• Contributing to team success and supporting wider business objectives

Sales and Retention Advisor Reading, Berkshire, United Kingdom