Sales And Retention Consultant

Mulberry Recruitment; Farnham; On-site; GBP 25,000 - 27,000; Full time

Job summary

A growing insurance company in Farnborough is seeking a driven Sales and Retention Consultant to join their team. This role involves promoting insurance products, securing new business, and managing customer relationships. The ideal candidate will be self-motivated and possess strong organisational and communication skills. A competitive salary and commission structure are offered.

Qualifications

• Strong self-motivation and proactive work approach.
• High levels of integrity and professionalism.
• Excellent organisation skills to manage multiple deadlines.

Responsibilities

• Promote and sell insurance plans to prospective customers.
• Secure new business opportunities from warm leads and enquiries.
• Retain and nurture relationships with existing clients.

Skills

Self-motivation

Integrity

Organisational skills

Coordination

Problem-solving

IT proficiency

Communication skills

Detail-oriented

Numerical ability

Tools

CRM platforms

Excel

Outlook

Job description

Sales and Retention Consultant

Location: Farnborough
Salary: £25,000 - £27,000 + Commission (£400-£1,000 per month)

Our client, a growing and reputable organisation based in Farnborough, is seeking a driven Sales and Retention Consultant to join their expanding team. This is an excellent opportunity for someone who is confident, motivated, and customer-focused, with a strong desire to succeed in a sales environment.

In this role, you will be responsible for promoting insurance products, handling incoming enquiries, and managing relationships with both new and existing customers. You'll play a key part in driving business growth while delivering exceptional service.

Key Responsibilities

• Promote and sell insurance plans to prospective customers.
• Contact and secure new business opportunities through warm leads and enquiries.
• Retain and nurture relationships with existing clients to maintain long-term business.
• Engage with prospective clients via phone and in-person to understand their insurance needs (budget, medical conditions, coverage level, geographical requirements, etc.).
• Develop clear and accurate written proposals and quotations for customers.
• Efficiently manage customer data and interactions using the company CRM system.
• Resolve customer issues and complaints in a timely and professional manner.
• Support customers throughout the sales process and during the first year of their policy, assisting with queries, administration, and documentation.
• Uphold the highest standards of customer service, ensuring advice is clear, unbiased, and in the best interest of the client.

Skills & Attributes

• Strong self‑motivation and a proactive approach to work.
• High levels of integrity and professionalism.
• Excellent organisation skills and the ability to manage multiple deadlines.
• Strong coordination and problem‑solving abilities.
• Proficiency in IT systems including CRM platforms, Excel, Outlook, and general software.
• Confident communication and interpersonal skills.
• A methodical and detail‑oriented approach.
• A good level of numerical ability (a strong maths skillset is an advantage)