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.
