Sales Advisor

Location

North Yorkshire | United Kingdom

Job description

The role
A Sales Advisor is responsible for providing sales and administration support connected to the customers
insurance needs, be it by phone, in person, via post, e-mail, website or referrals whilst ensuring the Company
and FCA rules and guidelines are followed.



Responsibilities

• Provide an excellent underwriting service (arranging cover and administering policies) as a Sales
  Advisor on an ‘advised basis’ offering support via the full range of Insurance products provided by the
  company in connection with the customer requirements and needs for Quotations, New Business,
  Adjustments, Renewals and Claims support.
• To provide a friendly and efficient service notifying customers of all relevant information complying
  with the company and FCA requirement.
• Plan and process business in order to efficiently control your own, and others within the teams,
  workloads ensuring individual and company service standards are achieved.
• To achieve objectives of individual and team goals and to contribute to the team developing effective
  relationships internally and externally.
• Make a positive input into the team effectiveness, suggesting improvements to work systems and
  processes.
• Lead by example and be an active part of the team in achieving sales, service and admin goals
• Ensure company brand materials and working space meet and exceed company presentation
  standards
• Keep your product and industry knowledge relevant and up-to-date
• Adhere to both Company and FCA rules and guidelines
• Any Ad-hoc duties that may be deemed relevant by management

Job tags

Salary

£25k per annum