Job Description

Insurance Sales Advisors sell insurance to new and existing customers often over the phone. The type of insurance sold varies according to the insurance company you are working for but the main areas tend to be home, building, motor, life, health, pet, holiday etc., Duties will include calculating premiums, advising customers on the cover they need and interviewing prospective clients.

Entry Requirements

You could get into this role through an apprenticeship, taking a college course or applying directly.

Apprenticeship

You could do an advanced apprenticeship as an insurance practitioner or financial services administrator.

You'll usually need:

5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths, for an advanced apprenticeship

College

You could take a college course which will give you some of the skills and knowledge needed, relevant courses include:

Level 2 or 3 business administration.

For your course you will usually need:

2 or more GCSEs at grades 9 to 3 (A* to D), or equivalent, for a level 2 course
4 or 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, for a level 3 course

The following colleges may offer a relevant course:

Direct Application

You could apply directly for vacancies, you will need to have skills in common office software packages and be able to communicate well. Employers will probably prefer you to have GCSEs especially in English and maths. Previous experience in a customer service or office role would be beneficial.

Required Skills

Excellent sales ability
Able to meet and exceed targets
Good admin and IT skills
Good written and verbal communication skills
The ability to work under pressure
Excellent telephone manner
Good customer service abilities

Salary Range

£18,000 to £25,000

Insurance Sales Advisor