Sales Consultant (PMI) - Sept22

Sales Consultant

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Location/Division: Cardiff

Grow Your Career with Us

We are looking for experienced Private Medical Insurance Sales Consultants with a friendly and professional approach to deliver excellent customer service whilst finding the right insurance to meet our customers' and their families' needs.

All customer enquiries have come from our partners and direct marketing; therefore, this is not a cold-calling role. You will be expected to offer outstanding customer service through your expertise and knowledge of the marketplace and offer a unique advised recommendation that best fits your customer’s needs.

 

Responsibilities and Duties

  • Demonstrating exceptional sales ability, building relationships and rapport whilst carrying out detailed fact finds to uncover customers’ demands and needs
  • Effectively matching customers’ demands and needs to the best policies available, and fully explaining to individual customers how the recommended policies would benefit them within their specific circumstances
  • Liaise with our insurer partners to determine best industry policies and practices and handle customer complaints and cancellations effectively
  • Having a high regard for compliance and treating customers fairly within an FCA regulated business and adhering to all legislation and regulatory guidelines
  • Keep abreast of changes to industry regulations and underwriting criteria of our insurance partners
  • Working as efficiently as possible to ensure all outstanding tasks are completed on time each day 
  • Support colleagues and the management team to ensure the best possible outcome for ActiveQuote and our clients

Diversity Statement

Together we are stronger, together we are Equal. Here at ActiveQuote, we are committed to building an inclusive culture that values its employees' unique attributes. It’s not about treating everyone the same, it’s about recognising and respecting diversity and ensuring our procedures embrace and suit all. We want all our employees to feel valued and included: We respect each other’s age, gender, disability, race, religion or belief, gender identity and sexual orientation. We play an active role in supporting inclusion and putting an end to discrimination by creating a ‘One ActiveQuote’ approach. If you would like further information on ActiveQuote’s Equality and Diversity Policy, please contact us.

DATA PRIVACY NOTICE


Your information may be shared internally for the purposes of the recruitment exercise. This includes members of the HR and recruitment team, interviewers involved in the recruitment process, managers in the business area with a vacancy and IT staff if access to the data is necessary for the performance of their roles.


ActiveQuote will not share your data with third parties unless your application for employment is successful and it makes you an offer of employment. ActiveQuote will then share your data with former employers to obtain references for you, employment background checks providers to obtain necessary background checks and to obtain necessary criminal records and credit checks. 


ActiveQuote will not transfer your data outside the European Economic Area.