Insurance Sales Advisor

About the Role

Our client is seeking a motivated and personable Insurance Sales Advisor to join their growing team in Oxford . You will be responsible for engaging with potential customers, understanding their insurance needs, and recommending suitable products to protect their assets and lifestyles. This role is integral to driving new business and providing exceptional customer service. Working within a hybrid model , you will balance direct customer engagement, potentially in an office setting or client visits, with remote administrative and follow-up tasks, ensuring a seamless sales process. You will be a key point of contact for individuals seeking reliable insurance solutions in the Oxford area.

Key Responsibilities

• Proactively identify and engage with potential clients to discuss their insurance requirements.
• Provide expert advice on a range of insurance products, explaining policy features, benefits, and exclusions clearly.
• Generate accurate quotes and guide customers through the application and purchase process.
• Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction.
• Follow up on leads, manage a sales pipeline, and meet or exceed sales targets.
• Process new business applications accurately and efficiently, liaising with underwriting teams as needed.

Requirements

• Previous experience in a sales or customer-facing role, preferably within the financial services or insurance industry .
• Excellent communication, interpersonal, and active listening skills.
• A proactive and results-oriented approach to sales.
• Ability to explain complex information in a clear and understandable manner.
• Proficiency in using CRM systems and standard office software.
• Willingness to undergo training and obtain relevant insurance certifications.

Benefits

• Competitive base salary with an attractive commission and bonus structure.
• Hybrid working environment offering a mix of office-based and remote flexibility.
• Comprehensive training program and ongoing professional development opportunities.
• Company-provided sales tools and resources.
• Generous holiday allowance and a contributory pension scheme.