Sales Advisor - Full Time

We are a leading UK broker based in Northampton predominantly offering luxury car and home insurance products to the affluent. We also provide commercial insurances to small-to-medium enterprise and a range of financial protection products, all nationwide.

We are looking for a hard working, individual to provide professional advice to clients reflecting on their circumstances and insurance needs. Advice will predominantly be provided at new business stage with a view to winning business and starting customers on a journey with First Point. Creating and capitalising on further business opportunities along that client journey is a key target. You will be able to recognise and convert sales opportunities which deliver quality outcomes for customers. In addition to servicing customers, supporting and developing relationships with introducers is a key requirement of the role. As part of a department at the forefront of the business, being a positive team member is also a vital component the successful applicants will possess.

With a client base of exceptional quality, the standard of our service is of paramount importance. You will therefore need to display excellent customer service and technical skills, handling and processing transactions with utmost accuracy. Your duties will demand high quality personal call handling aiding the development of client and insurer relations. It is also likely that you will be called upon to attend various hospitality events with clients, introducers and insurers. A professional appearance is therefore essential to the role.

Key responsibilities and tasks

  • Servicing both inbound and outbound calls to new and existing customers and to the highest of standards.
  • To promote growth and retain business.
  • Nurturing and developing client and insurer relations (in and, on occasion, out of the office).
  • Providing professional advice based on comprehensive assessment of the client’s needs and circumstances.
  • Selling and cross selling a range of insurance products.
  • Negotiating terms with both clients and insurers.
  • Nurturing and developing introducer relations (in and, on occasion, out of the office)
  • Accurately processing policies, associated transactions, and documentation (Acturis and MS Office).
  • Developing and improving existing processes to enhance the services that we provide.
  • Providing support and advice to colleagues with all enquiries.
  • General clerical and administrative duties.

Your employment background should include

  • A minimum of 12 months motor and home insurance experience (essential)
  • A minimum of 12 months sales, service and administrative experience (essential)
  • Daily communications with the general public via telephone or face to face (essential)
  • Frequent use of Microsoft applications including Word, Excel and Outlook (essential)
  • Experience working with structured procedures and deadlines (preferred)
  • Knowledge and understandings of FCA regulations (essential)
  • Chartered Insurance Institute (CII) qualifications (preferred)

What we're looking for

The ideal candidate will be career minded and be prepared to go the extra mile to achieve results. You will be able to think on your own feet, be able to work independently, and as part of a team. You will be organised, motivated and articulate, commanding a positive outlook towards your role and activities.

Your skills and abilities should include

  • An ability to sell relevant policies based on the client’s needs and circumstances.
  • Confident and positive communication skills.
  • An excellent telephone manner, a high degree of empathy and a natural ability to build rapport.
  • Self-motivation and effective time management.
  • An ability to work as a team player and alone using your initiative.
  • Competent organisational skills and elevated administrative abilities.
  • An ability to work under pressure to meet deadlines and targets.
  • An ability to focus on detail to maintain accuracy.
  • Competence with numbers and technical information.
  • A high standard of written language and presentation.

Professional development

  • Regular quality assurance assessments with development feedback support
  • On and offsite training and development programs
  • Financial support for industry-led qualifications with the Chartered Insurance Institute (CII)

Employment package and benefits include

  • Monday – Friday 9am – 5.30pm with an hour allocated for lunch and no weekends
  • 28 days entitlement increasing to 34 days with longevity of service
  • Regular social and team-building activities including seasonal out-of-work events
  • Promotional and partnership events including supercar shows & exclusive meets
  • Subsidised healthcare subscriptions offering many wellness and retailer benefits including 50% off Virgin & Nuffield gyms, free Odeon/ Vue Cinema tickets, free Rakuten films, Amazon Prime, cashback at Waitrose and many, many more
  • £500 enrolment referral bonuses
  • £500 opening loyalty bonus increasing by £500 every 5 years
  • Discounts on all insurance products
  • Eye care vouchers, in-house savers scheme and flexible pension scheme

Location and environment

  • Spacious open plan offices located in Moulton Park, Northampton
  • An adjacent and dedicated office for recreation including internal bike storage, shower & changing facilities, comprehensive kitchen & dining area, comfy sofas, and other mod-cons such as Xbox One, SONOS, WiFi & Table Football
  • Greggs & Bewitched Coffee, less than a minute walk
  • Tesco Express, Pharmacy and Chip Shop, 10-minute walk
  • Weston Favell Shopping Centre and Kingsthorpe Front, less than 10-minutes by car
  • Exclusive on-site parking
  • Approx. 15 minutes from the M1 junction 15 and approx. 25 minutes from junction 16
  • 3-minute walk to the local bus stop with buses running regularly to Northampton Town Centre
  • Voi Scooters operating locally

Professional development

  • Regular quality assurance assessments with development feedback support
  • On and off-site training and development programs
  • Financial support for industry led qualifications with the Chartered Insurance Institute (CII)

Salary and Applications

Basic salary is negotiable, experience dependent. On target earnings (OTE) £30,000 - £35,000 with scope to increase, plus an additional annualised performance reward and the other benefits described.

If you would like to make an application please download and complete the application form below and email it to along with your CV.

First Point Insurance Management Ltd, registered in England No. 3521771. Registered Office: Lakeview House, 4 Woodbrook Crescent, Billericay, Essex CM12 0EQ. First Point Insurance Management is authorised and regulated by the Financial Conduct Authority, registered number 310158.
First Point Financial Management is a trading style of Lifetime Financial Management Ltd. Lifetime Financial Management is authorised and regulated by the Financial Conduct Authority, registered number 448415. Lifetime Financial Management Ltd is registered in England and Wales No. 3652194. Directors: P Merrigan, U Ozturk and C Last. Registered Office: 12-14 Upper Marlborough Road, St Albans, Herts AL1 3UR.
You can check the Financial Services Register by visiting the FCA's website, or by contacting the FCA on 0800 111 6768.