Insurance Sales Advisor

Job description Job Title: Insurance Sales Advisor Location: Taunton (Onsite) Job Type: Full-Time, Permanent Salary: Competitive £26,000 - £33,000 Overview: We are seeking a motivated and eager-to-learn Insurance sales Advisor to join our small, friendly team. This is a fantastic opportunity for someone looking to start a career in insurance with full training and development provided. As a Trainee Insurance Consultant, you will gain valuable industry knowledge, learn to assess clients' insurance needs, and provide support across various insurance services, all while working in a close-knit, customer-focused environment. Key Responsibilities: * Help customers by providing advice on a variety of insurance products, including personal lines (home, motor) and potentially commercial or business insurance. * Support clients in understanding their insurance needs and guide them through policy options. * Help prepare quotations for clients and assist with the completion of insurance applications. * Provide administrative support, including managing client records, updating systems, and ensuring accurate documentation. * Learn how to handle client inquiries, resolve issues, and provide exceptional customer service under the supervision of more experienced colleagues. * Participate in training sessions to develop knowledge of different insurance products, sales techniques, and industry regulations. * Assist with policy renewals, amendments, and claims processing. * Shadow senior staff and learn about the process of cross-selling and up-selling additional products based on client needs. * Ensure all interactions with clients and records comply with legal and regulatory requirements. * Any other duties required by the business. Skills & Qualifications: * A genuine interest in pursuing a career in the insurance industry. * Strong communication skills, with the ability to build rapport with clients and explain information clearly. * Excellent attention to detail and organisational skills. * A proactive attitude and a willingness to learn and develop. * Ability to work well as part of a small team, contributing to a positive, collaborative work environment. * Basic computer skills, including familiarity with Microsoft Office and an ability to learn new software. * A customer-focused mindset with an interest in providing excellent service. Desirable Qualifications: * No previous experience in insurance is required, though any exposure to customer service or sales roles is beneficial. * A relevant qualification or interest in pursuing insurance qualifications (e.g., the CII Certificate in Insurance) would be an advantage, but not essential. * A good standard of education, such as GCSEs or equivalent. Benefits: * Full training and development provided, including support for relevant professional qualifications (e.g., CII). * Competitive salary with opportunities for progression as you gain experience and qualifications. * A supportive, friendly team environment with a focus on career growth. * Opportunities to learn about different areas of insurance (personal, commercial, claims). * Pension scheme and additional employee benefits Hours: * Monday - Friday - 08:30 - 5 pm * Every 2nd Saturday - 08:30 - 12pm (Rota, TOIL) * 40 hr working week This is a fantastic opportunity, apply today! Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OE. Please note - only candidates with right to work (RTW) in the UK will be considered for this role