Sales and Retention Consultant

Sales and Retention Consultant

Location: Farnborough
Salary: £25,000 £27,000 + Commission (£400 £1,000 per month)

Our client, a growing and reputable organisation based in Farnborough, is seeking a driven Sales and Retention Consultant to join their expanding team. This is an excellent opportunity for someone who is confident, motivated, and customer-focused, with a strong desire to succeed in a sales environment.

In this role, you will be responsible for promoting insurance products, handling incoming enquiries, and managing relationships with both new and existing customers. You ll play a key part in driving business growth while delivering exceptional service.

Key Responsibilities

• Promote and sell insurance plans to prospective customers.

• Contact and secure new business opportunities through warm leads and enquiries.

• Retain and nurture relationships with existing clients to maintain long-term business.

• Engage with prospective clients via phone and in-person to understand their insurance needs (budget, medical conditions, coverage level, geographical requirements, etc.).

• Develop clear and accurate written proposals and quotations for customers.

• Efficiently manage customer data and interactions using the company CRM system.

• Resolve customer issues and complaints in a timely and professional manner.

• Support customers throughout the sales process and during the first year of their policy, assisting with queries, administration, and documentation.

• Uphold the highest standards of customer service, ensuring advice is clear, unbiased, and in the best interest of the client.

Skills & Attributes

• Strong self-motivation and a proactive approach to work.

• High levels of integrity and professionalism.

• Excellent organisation skills and the ability to manage multiple deadlines.

• Strong coordination and problem-solving abilities.

• Proficiency in IT systems including CRM platforms, Excel, Outlook, and general software.

• Confident communication and interpersonal skills.

• A methodical and detail-oriented approach.

• A good level of numerical ability (a strong maths skillset is an advantage).