Insurance Sales Advisor

About the Role

Our client is looking for a persuasive and customer-oriented Insurance Sales Advisor to join their team in Edinburgh . In this role, you will engage with potential customers to understand their insurance needs, provide tailored advice, and guide them through the process of purchasing suitable policies. Your primary focus will be on driving sales while ensuring a positive customer experience, accurately explaining policy benefits and terms. This is an excellent opportunity for an ambitious individual with a passion for sales and customer service to build a rewarding career in the insurance industry within a vibrant and supportive office environment.

Key Responsibilities

• Generate leads and follow up on inquiries to identify potential insurance customers.
• Conduct needs analysis to understand client requirements for various insurance products.
• Present and explain insurance policy options, benefits, and pricing clearly and effectively.
• Process applications, ensuring all details are accurate and complete for policy issuance.
• Achieve and exceed individual and team sales targets on a consistent basis.
• Provide excellent customer service throughout the sales process and address any initial queries.

Requirements

• Proven sales experience, preferably within the insurance or financial services sector.
• Excellent communication, listening, and persuasive skills.
• Ability to explain complex information in a simple and understandable manner.
• Strong customer focus and a commitment to providing a positive service experience.
• Proficiency in using CRM systems and sales tools.

Benefits

• Competitive salary with uncapped commission potential.
• Structured training program and ongoing sales coaching.
• Comprehensive benefits package including health cover and life assurance.
• Contributory pension scheme.
• A dynamic and results-driven team culture in a city-centre location.