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ActiveQuote Global Reach, Dunleavy Drive Cardiff South Wales CF11 0SN 0800 862 0373

Sales Consultant (Private Medical Insurance)

Private Medical Insurance Sales Consultant

Job Scope
As an ActiveQuote Sales Consultant, you will form part of the PMI Sales department and be responsible for helping customers to find the right insurance to meet their individual and family needs. All customer enquiries have come from our partners and direct marketing; therefore, this is not a cold-calling role.

You will be expected to offer outstanding customer service through your expertise and knowledge of the marketplace and offer a unique advised recommendation that best fits your customer’s needs.


Responsibilities and Duties

  • Demonstrating exceptional sales ability, building relationships and rapport whilst carrying out detailed fact finds to uncover customers’ demands and needs
  • Effectively matching customers’ demands and needs to the best policies available, and fully explaining to individual customers how the recommended policies would benefit them within their specific circumstances
  • Liaise with our insurer partners to determine best industry policies and practices and handle customer complaints and cancellations effectively
  • Having a high regard for compliance and treating customers fairly within an FCA regulated business and adhering to all legislation and regulatory guidelines
  • Keep abreast of changes to industry regulations and underwriting criteria of our insurance partners
  • Working as efficiently as possible to ensure all outstanding tasks are completed on time each day
  • Support colleagues and the management team to ensure the best possible outcome for ActiveQuote and our clients
  • Deliver a high level of communication both via telephone and e-mail by ensuring spelling, grammar and punctuation are perfect
  • Ensuring customers quotations are sent in a timely manner and the correct / relevant documentation is sent
  • Manage your customer call backs to make sure all customer call backs are made on time and at a time and date agreed with the customer
  • To constantly display and encourage ActiveQuote company values of INTEGRITY, UNITY, INNOVATION and PASSION


Skills & Education


  • Excellent knowledge/experience of Private Medical Insurance products
  • Experience of offering an advised sales process
  • Excellent communication skills both verbally and written towards all our customers and insurers
  • A dedication to being reliable, honest and passionate about our customers
  • Excellent organisational skills and capable of multi-tasking to meet tight deadlines
  • Strong self-motivation and evidence of achieving challenging targets
  • Ability to contribute to a positive, working environment with a good team spirit and strong work ethic


  • CII or IFS Qualifications


What We’re Offering

  • Competitive basic salary with uncapped commission structure
  • 30 days holiday per year (inclusive of bank holidays)
  • Full ongoing training will be provided
  • Good location with excellent transport links
  • A hardworking but fun and lively atmosphere with opportunities to develop within the business

Benefits and Perks

  • Bupa Health Insurance – full cover
  • Income Protection cover
  • Pension Plan
  • Extra day off for your birthday
  • Enhanced maternity and paternity package
  • Opportunities for career development
  • Employee recognition scheme

Apply now

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