Insurance Sales Consultant

29 Mar 2018
13 May 2018
Contract Type
Full Time
Your purpose in this job will be to be an outstanding consultant, exceed client expectations and help deliver Clients Mission Statement: “To be the public’s choice for insurance, the insurer’s broker of choice, and to be a great place to work where people can flourish”.You will be accountable for developing positive, trusting and friendly relationships with clients to make this Client their choice for insurance, and to recommend us to their friends and family by; taking the time to understand the clients needs, responding to requests effectively, collecting relevant information in all communications, providing correct information in a manner that can be understood and always meeting the clients expectations regarding our service. you will also be accountable for:1.Making us number one broker of choice for insurers by being professional at all times, providing accurate and timely communications, and only placing risks with them that are desirable and appropriate.2.Continually developing own knowledge of the insurance industry, maintaining an up to date knowledge of the market, Client policies and procedures, and the legal and regulatory framework in which we operate, and ensuring that all work is conducted properly and in accordance with these provisions.

3.Constantly identify new ways to raise performance including agreeing a broadening personal self-development plan. 4.Champion great teamwork by helping others in the branch, identifying opportunities for continuous improvement of branch efficiencies and performance, and finding ways to contribute to the smooth running of the branch.

5.Developing a close working relationship with colleagues located at other branches and understanding the need for specialist branches and when an enquiry should be referred to them.


-always receiving great client feedback; with consistent positive feedback, strong individual and branch performance, new business development, ability and desire to help others, Certificate in Insurance qualification and strive for continuous learning and compliance results.

Knowledge, skills and experience required:

Products sold by Client including features and benefits

End-to-end insurance process

Legal and regulatory requirements for example; Client terms of business, compliant sales cycle, treating customers fairly, data protection, money laundering, Bribery Act, Contract Certainty, employment legislation, e.g. discrimination & anti-bullying, Rehabilitation of Offenders Act, staying up to date with FCA regulation changes.

Market and industry knowledge - new developments in the industry

Client policies, procedures and systems

Branch housekeeping including branch appearance, quality of note taking/documentation, and efficiencies, e.g. use of computer system, keeping up to date with diaries, management of client records.

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