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The role centres around helping customers identify and purchase the right insurance policy to best match their wants and needs. You will be required to maximise sales revenue whilst delivering a high level of customer service and work in accordance with all relevant regulations and guidelines.
Responsibilities:
- Ensuring high levels of customer satisfaction through excellent sales service;
- Ascertain customers’ needs and wants;
- Recommend products that match customer needs;
- Accurately describe product features and benefits;
- Maintain and demonstrate a good level of knowledge in regards to the products that are offered;
- Meet monthly sales targets;
- Operate in a compliant way, in accordance with FCA guidelines;
- Apply Treating Customers Fairly (TCF) principles throughout the sales process.
