JT Recruit
Date Posted
April 6th 2021
Job ID
Salary & Package
£18,000 - £25,000
E-mail Enquiries
Job Expired

Full Job Description

Insurance Consultant

My client are the UK's largest independent insurance brokers who now have an exciting opportunity for an Insurance Consultant to join their Loughborough team on a full time and permanent basis. 

Working hours are Monday - Friday 08.30 - 17.00 plus two Saturday's p/month 08.30 - 12.00. An element of flexibility is required with regards to working hours. 

Salary is £18k - £25k depending on experience. 

The role is varied but duties and responsibilities will include:

  • Contacting potential clients both from inbound and outbound telephone activity, generating opportunities through networking and obtaining referrals
  • Developing, maintaining and cultivating a constructive and professional relationship with clients and insurers at all levels
  • Liaising with potential customers over the telephone, building rapport, understanding the customer’s needs, offering solutions to ensure the customer makes an informed decision on the correct life insurance cover for them
  • Being the first point of contact for day to day enquiries from clients, providers and other internal and external sources
  • Retaining continuous awareness of the latest product offerings, sales and terms and keep relative records
  • Checking and reporting on any cancellations to solidify trust and safeguard the reputation of the business, applying learnings to the sales process
  • Frequently replenish job-specific knowledge and apply it in daily tasks
  • Comply with all company-established policies and those of our business partners and regulators
  • Dealing with clients’ enquiries on a daily basis via email and telephone
  • Processing and following up on applications
  • Preparing reports/updates to your line manager on your performance, sharing best practice
  • Maintaining client records and data

In order to be considered you must:

  • Have previous experience in financial services
  • Have proven experience as a sales representative (insurance industry preferred)
  • Ideally have a good comprehension of financial protection 
  • Have experience in delivering client-focused solutions and in creating long-lasting relationships
  • Have good organisational skills and the ability to prioritise workloads
  • Have excellent skills in communication and presentation
  • Have the ability to retain & recall information and a good aptitude for problem solving
  • Have the ability to develop rapport with staff, existing and potential clients and work effectively as part of a team
  • Be well organised, with the ability to prioritise workload
  • Have good numeracy and literacy skills


To apply, please follow the link to send your CV to Hayley

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