Financial services sales jobs in United Kingdom

At Tessa Alliance our goal is to become one of the leading health insurance intermediaries in the UK dedicated to simplifying the path to comprehensive healthcare coverage. We are a new intermediary with huge potential so this is an exciting time to be joining our team. We specialise in navigating the intricate landscape of health insurance options, ensuring our clients receive personalised, transparent, and expert guidance. Our experienced team is committed to providing tailored advice that prioritise the well-being of our clients. By offering clarity, ethical practices, and responsive service, we serve as a trusted ally in securing optimal health insurance coverage. Our work environment includes: Modern office setting Work-from-home Growth opportunities Company Days out Ongoing incentives Friendly sales office environment Responsibilities: - Provide exceptional customer service and advice to clients seeking insurance coverage - Assess clients' insurance needs and recommend appropriate policies - Explain coverage options, understand clients needs and budget and recommend accordingly. - Assist clients in completing insurance applications and forms accurately (If required) - Maintain accurate client records and documentation via our CRM system - Stay up-to-date with industry trends and changes in insurance regulations Qualifications: - Proven experience in the Health insurance industry (Required) - Excellent communication and interpersonal skills - Ability to build rapport and establish trust with clients - Detail-oriented with strong organisational skills - Able to work way round CRM system. - Ability to work independently and as part of a team Benefits: - Competitive salary and bonus scheme - Potential for personal growth within the company. - Professional development opportunities Join our dynamic team as a Health Insurance Broker. As a key player in our organisation, you will assist clients in navigating the complex landscape of health insurance options, offering expert guidance and personalised solutions. Your role involves evaluating individual needs, providing in-depth policy information, and ensuring clients make informed decisions with a commitment to transparency and ethical practices, you'll contribute to a positive and supportive environment focused on delivering the best in health insurance services. If you're passionate about making a difference in people's lives and thrive in a collaborative setting, we invite you to be part of our team. You will be given full training on all the products and call structure etc. so your ready to go from day one. If your interested in taking that next step in your career please get in touch. Job Types: Full-time, Permanent Pay: £32,500.00 per year Benefits: Company events Company pension Free parking Life insurance On-site parking Referral programme Schedule: Flexitime Monday to Friday Supplemental pay types: Bonus scheme Commission pay Performance bonus Experience: Insurance sales: 1 year (preferred) Financial services: 2 years (required) Sales: 2 years (required) Ability to Commute: Uxbridge (required) Work Location: Hybrid remote in Uxbridge

Key Responsibilities & Day-to-day work tasks: Annual Planning Meetings: o Send out update packs. o Preparation for meeting. o Taking the notes post meeting. o Preparing the Financial Plan. o Overseeing agreed follow ups. Group Scheme Renewals: o Overseeing the quotes when Group Schemes renew. o Preparing the Corporate Confidential Financial Review (CFR) and Suitability Letter. Trust Forms: o Prepopulating and sending out Trust forms. o Co-ordination with providers to ensure the Trust forms are logged correctly. Estate Planning Liaison: o Organising the quarterly ‘Estate Planning Days’ for clients. o Overseeing the follow ups. Protection Applications: o Obtaining quotes for client meetings. o Running through online applications with clients. · Quality of Documentation: o Providing backup for CFR, Suitability Letters and advice sets. o Point of sale packs. Office: o Overseeing LOAs with PlusGroup. o Answering the phone. o Scanning and distribution of post. o Welcome Screen. o Help to Meet & Greet Clients/Drinks. o Anything else required. o Completion of regulatory training. o Completion of timesheet.

Company Information OneDome is the World's first Homebuying platform which enables home buyers and sellers to conduct an end-to-end property transaction online. From searching for properties to engaging with estate agents, conveyancers and mortgage brokers - everything is done on one centralised consumer-centric platform. OneDome achieved Gold for the Best Use of Digital in Property market and won the title of the Most Innovative company in 2021 Best Business Awards in the UK. In 2019, OneDome acquired Nethouseprices.com, one of the oldest and most trusted property search websites in the UK. OneDome's managed websites are among the most visited property websites in the UK, attracting nearly 3Mil monthly visits and generating 4 property enquiries from its customers every minute. In 2022, OneDome acquired CMME, one of the UK's largest directly authorised and specialist contractor mortgage brokerages in the UK, Providing mortgages, financial planning services, income protection, life and critical illness cover. This further strengthens our ability to deliver faster transactions with a greater degree of certainty and control. Roles and Responsibilities Due to the continued growth of our business, we are looking to expand our B2C TeleSales Team, engaging with consumers directly, to satisfy their home buying needs. We have an exciting opportunity for an enthusiastic and self-driven individual who is looking to join an Industry disruptor and revolutionise the property portal space. You’ll be joining the Sales team as a Telephone Sales Executive to focus on extending the range of services offered across the OneDome group of companies (Covering mortgages, conveyancing, protection policies and financial planning) securing appointments for our specialist brokers. Person Specification You have proven success of hitting your daily call targets and booked appointment / sales KPI's, Minimum of 3 years' telesales experience, Ability to demonstrate strong telephone sales skills with the ability to build rapport quickly, listen and alter your sales pitch to achieve the desired outcome. Ability to cope with challenges, objections and develop strategies to overcome and close the sales. Self-driven with a competitive edge and the ability to adapt to change within a fast-paced environment. Experience working within the residential property / financial services sector is advantageous but not essential.