Insurance Sales Advisor

Posted 12 September by Firstsource Solutions
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Sales Advisor in collaboration with Sunlife

Full time (40 hours) + Permanent
£17,992 a year and a monthly incentive
Located in Cardiff Bay
Operational Hours between: 8:30am and 8pm Monday – Friday, 9am – 5pm Saturday

About the Role:

  • You’ll be talking to customers about SunLife insurance policies for the over 50’s

  • The role is sales based, so people with a great record of delivering sales targets is essential

  • The hours are between 8:30am and 8pm, Monday to Friday, and Saturday between 9am and 6pm

  • The calls will be a mixture of inbound and outbound

  • Inbound-wise you’ll be taking calls from people who have likely been recommended  to us by a friend or have seen one of our adverts on TV, talking them through the different plans available and finding whats best for them

  • There outbound side of things will consist of making calls to customers who have expressed an interest in our products over the last 12 months


  • A great listener

  • Someone who loves talking to people and understanding their needs (Our customers are mainly over 50’s)

  • You’ll be someone who is motivated and target driven, as this is a sales role

  • Computer literate with attention to detail and data entry skills (You’ll be inputting new policy information)

  • You’ll have worked within a similar environment or industry previously

  • Working within a financial services industry, there will be processes to follow & scripts to read through with your customers to ensure they are fully informed on the products or services they are buying, so having an understanding of compliance or working within a regulated industry previously would be desirable

What we will give you in return:

  • A salary of £17,992.00 per year

  • Full time, Permanent position

  • An attractive monthly incentive

  • 21 days` holiday (plus Bank Holiday allowance), increasing 1 day per year of service

  • Cashback healthcare plan

  • Discounts for high-street shops, restaurants & days out

  • Seasonal Staff parties and Events

  • Sports & Social Club

Reference: 38893200

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