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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. There will be a requirement to focus on being highly professional, tenacious and complaint at all times when approaching customers. 

SM&CR Conduct Rules Tier 1

In line with SM&CR regulation, individuals involved with the delivery of products offered by the Company Reassured, will be held personally accountable and liable for ensuring that they act with integrity, care and in the interestsof the customers and in co-operation with the regulators by abiding to  the Conduct Rules .

Key Responsibilities


  • Maximise the potential of every lead received and overcome objections
  • Conduct a robust 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
  • Manage a pipeline of business effectively
  • 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 employee


  • 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
  • Structured environment



Educated to GCSE level or equivalent


If interested - please email Cassie Moore - 

01256 595787