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
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Promote and sell insurance plans to prospective customers.
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Contact and secure new business opportunities through warm leads and enquiries.
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Retain and nurture relationships with existing clients to maintain long-term business.
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Engage with prospective clients via phone and in-person to understand their insurance needs (budget, medical conditions, coverage level, geographical requirements, etc.).
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Develop clear and accurate written proposals and quotations for customers.
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Efficiently manage customer data and interactions using the company CRM system.
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Resolve customer issues and complaints in a timely and professional manner.
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Support customers throughout the sales process and during the first year of their policy, assisting with queries, administration, and documentation.
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Uphold the highest standards of customer service, ensuring advice is clear, unbiased, and in the best interest of the client.
Skills & Attributes
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Strong self-motivation and a proactive approach to work.
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High levels of integrity and professionalism.
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Excellent organisation skills and the ability to manage multiple deadlines.
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Strong coordination and problem-solving abilities.
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Proficiency in IT systems including CRM platforms, Excel, Outlook, and general software.
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Confident communication and interpersonal skills.
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A methodical and detail-oriented approach.
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A good level of numerical ability (a strong maths skillset is an advantage)