Square Peg Associates


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Sales Adviser - Blackburn

Job Summary & Responsibilities

Our client is currently recruiting for a Sales Adviser / Life Insurance and Protection Adviser to join their business. The company is forward thinking and commercially driven Financial Services business. They will support you in carving out a fantastic career within the sector. To be successful you must already be working with Life Insurance Products and Services within a busy environment.

This is an office based role that has stacks of progression within the business as well as good earning potential. Leads are provided as well as you being able to generate your own sales.

Key Responsibilities 

  • You will be responsible for following up on quotes and offering new life insurance  policies and advice. Leads will be provided via the lead generation team and via other divisions of the business.
  • You will be contacting customers by telephone on receipt of leads received via their CRM
  • Fact finding, qualification and maximising sales in line with the sales process
  • Ensuring a high retention rate and solid compliance record
  • Maintain the CRM ensuring total compliance with Data Protection Act and industry regulations
  • Learning and retaining detailed product knowledge



To be considered for the role you ideally should have experience in the Life Insurance industry

Outbound sales experience

Results driven individual who is a real deal closer and thrives on being on the phone

Other skills experience and attributes include: -

  • Experience of working in a targeted environment
  • Having the ability to think on your feet
  • Be extremely money hungry
  • Educated to a good level with excellent reading and writing skills
  • Must be IT literate with good working knowledge of MS Word and Excel


Please apply to Square Peg Associates for immediate consideration or contact Jennifer on 01706 523079.


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