Sales and Retention Advisor

Working in a fast-paced and target-driven environment, you'll speak with both existing and prospective customers, handling inbound and outbound calls with confidence and professionalism. A significant part of the role involves engaging with customers who have requested to cancel their health plan, helping them recognise the benefits available to them and supporting retention wherever possible.

You'll use your natural communication skills to build rapport, understand customer needs and demonstrate how our health plans can help improve access to healthcare. As part of an FCA-regulated business, you'll deliver non-advised sales, ensuring customers are provided with clear information that enables them to make their own informed choices.

Key responsibilities include:

Achieving and, where possible, exceeding individual sales and retention targets.

Managing inbound and outbound customer conversations to maximise sales and retention opportunities.

Building and maintaining positive relationships with existing and prospective customers.

Delivering exceptional customer service throughout the sales journey.

Effectively managing your workload to meet performance, productivity and response-time expectations.

Using initiative and sound judgement to overcome objections and find positive outcomes for customers and the business.

Maintaining up-to-date product knowledge and ensuring compliance within an FCA-regulated environment.

Completing administrative activities accurately and in line with agreed processes.

Contributing to team success and supporting wider business objectives

We're committed to delivering a recruitment experience that is fair, inclusive and accessible for everyone. We want every candidate to have the opportunity to showcase their skills, experience and potential.

Your recruitment journey will include:

Application

Introductory conversation with our Talent Acquisition Team

Interview with the Hiring Manager

Assessment activity

Offer

If you require any adjustments during the recruitment process, we'll be happy to support you. We encourage applications from people of all backgrounds who share our passion for helping customers access affordable healthcare and live healthier lives.

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