Sales and Retention Consultant
Location: Farnborough
Salary: £25,000 - £27,000 + Commission (£400-£1,000 per month)
Our client, a growing and reputable organisation based in Farnborough, is seeking a driven Sales and Retention Consultant to join their expanding team. This is an excellent opportunity for someone who is confident, motivated, and customer-focused, with a strong desire to succeed in a sales environment.
In this role, you will be responsible for promoting insurance products, handling incoming enquiries, and managing relationships with both new and existing customers. You'll play a key part in driving business growth while delivering exceptional service.
Key Responsibilities
* Promote and sell insurance plans to prospective customers.
* Contact and secure new business opportunities through warm leads and enquiries.
* Retain and nurture relationships with existing clients to maintain long-term business.
* Engage with prospective clients via phone and in-person to understand their insurance needs (budget, medical conditions, coverage level, geographical requirements, etc.).
* Develop clear and accurate written proposals and quotations for customers.
* Efficiently manage customer data and interactions using the company CRM system.
* Resolve customer issues and complaints in a timely and professional manner.
* Support customers throughout the sales process and during the first year of their policy, assisting with queries, administration, and documentation.
* Uphold the highest standards of customer service, ensuring advice is clear, unbiased, and in the best interest of the client.
Skills & Attributes
* Strong self‑motivation and a proactive approach to work.
* High levels of integrity and professionalism.
* Excellent organisation skills and the ability to manage multiple deadlines.
* Strong coordination and problem‑solving abilities.
* Proficiency in IT systems including CRM platforms, Excel, Outlook, and general software.
* Confident communication and interpersonal skills.
* A methodical and detail‑oriented approach.
* A good level of numerical ability (a strong maths skillset is an advantage)
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