Commercial Insurance Sales Advisor

Recruiter
Rise Recruitment Ltd
Location
Stevenage
Salary
25000.0000
Posted
09 May 2017
Closes
08 Jun 2017
Contract Type
Permanent
Hours
Full Time

Reporting to: Team Manager

Strategic Aim: Increase Company’s revenue, activity and lead generation with New Business acquisition.

Key Performance Areas

  • Sales
  • Lead Generation
  • Administration

Key Performance Areas

Sales

  • Revenue targets
  • Achieve or exceed revenue, margin & sales targets Activity targets
  • Achieve or exceed agreed quote targets

Lead Generation

  • Cross Sell
  • Achieve or exceed targets through cross selling techniques.
  • Outbound new material
  • Achieve proactive calling targets to expand customer base.
  • Referrals
  • Achieve referrals targets through asking existing clients for recommend-a-friend opportunities.

Administration

  • Licence levels
  • Ensure all quotes are signed off to correctly applying in house licence levels
  • Documents issued & diarised
  • Ensure all policies are issued and diarised in agreed manner with correct dates for further client contact noted on system.
  • FCA procedures
  • Ensure that FCA principles are applied and adhered to on all occasions