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The role will be part of a team of life insurance sales consultants who make outbound calls to a warm database of clients, with the objective of providing a range of suitable insurance products on a non-advised basis. As an insurance broker with access to the whole of the market, trainee sales consultants are expected to be highly professional, tenacious and compliant at all times. This is a fantastic opportunity for a trainee sales consultant, who is keen to develop a long-term and rewarding career in sales. The ideal candidate will be an excellent communicator, self-motivated and willing to learn the sales process through their training and development with the sales manager. In return we can offer career progression, company-wide incentives and the opportunity to work within a successful, growing company.

·         Maximise the potential of all leads and overcome objections successfully

·         Follow a defined process to perform a detailed fact find with each client, ensuring the correct product is presented

·         Offer a range of products which are suitable for the clients and their budget

·         Maintain a high standard of compliance at all times

·         Communicate clearly and precisely to the customers

·         Work towards and ultimately achieve the targets set by the line manager

·         Use questioning and listening skills when understanding the customer’s needs

·         Utilise the calling technology provided, with a minimum of 4 hours call requirement per day

·         Be polite and represent the business respectfully

·         Work towards personal goals and ambitions set in 1-2-1 meetings

·         Carry out other responsibilities set out by management

·         Always be punctual and respectful of other employees


Additional Key Responsibilities

·         Comply with the FCA’s Conduct Rules

·         You must act with integrity;

·         You must act with due care, skill and diligence;

·         You must be open and co-operative with the FCA, the PRA and other regulators;

·         You must pay due regard to the interests of customers and treat them fairly; and

·        You must observe proper standards of market conduct.




Basic IT skills

Insurance knowledge (desirable)

CRM system (desirable)

 Essential Skills

Excellent written, verbal & listening communication skills with a professional telephone manner

Ability to learn and apply knowledge

Accuracy in gathering and recording of all information

Desirable Skills

Ability to communicate successfully at all levels

High level of attention to detail

 Essential Experience

Working with customers

 Desirable Experience

 Telephone work

Fast paced environment

Regulated environment

Micro-management/structured environment

Educated to GCSE level or equivalent

More information availble:

Please submit applications to 

(Due to the product being Life Insurance, applicants have to be aged 18+ in line with the FCA regulations)