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Customer Retention Sales Advisor

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AXA

20d ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Customer Relations
    Sales & Business Development

AI generated summary

  • You need customer-facing experience, attention to detail, strong communication skills, empathy, resilience, adaptability, and ideally, sales experience in a regulated environment.
  • You will re-sell insurance, contact customers for renewals, resolve queries, achieve sales targets, handle objections, collaborate with departments, update customer data, and comply with guidelines.

Requirements

  • Experience in a customer-facing role, either in person or phone based, is essential.
  • Excellent attention to detail, negotiation and relationship building skills.
  • Ability to connect with a variety of people over the phone and via email, translating complex information in a simple way.
  • Customer focused, with the ability to show empathy and build rapport, listening and assessing situations quickly whilst conducting yourself in a professional manner.
  • Motivated, resilient and ambitious with a determination to succeed.
  • Highly adaptable to change and managing multiple priorities.
  • It would be advantageous to have experience working in a sales or retention role within a target driven FCA regulated environment.
  • As a precondition of employment for this role, you must be eligible and authorised to work in the United Kingdom.
  • This position has been defined as an Insurance Distribution Directive (IDD) role under the IDD regime which means that in addition to pre-employment screening checks, the successful candidate will be subject to background screening every 4 years with an annual declaration in interim years.

Responsibilities

  • Re-sell insurance policies to existing customers, identifying upselling opportunities and providing all necessary information for renewal.
  • Proactively contact customers at renewal to ensure their continued satisfaction and retention.
  • Handle customer queries and help resolve any issues they may have.
  • Achieve monthly sales targets through effective upselling and customer engagement.
  • Demonstrate sound objection handling, closing skills, and negotiation techniques in every call.
  • Collaborate with other departments to resolve customer problems efficiently.
  • Accurately update customer data and notes across all relevant systems.
  • Conduct all calls in compliance with FCA and AXA guidelines.

FAQs

What is the role of a Customer Retention Sales Advisor at AXA?

The Customer Retention Sales Advisor at AXA is responsible for engaging with individual customers to ensure their satisfaction and continued loyalty to their insurance policies, handling queries related to premiums and cancellation issues, and achieving monthly sales targets through effective upselling and customer engagement.

What are the working hours for this position?

The working hours for this position are full-time, 37.5 hours per week, Monday to Friday, from 9am to 5pm.

Is previous experience required for this role?

Yes, experience in a customer-facing role, either in person or over the phone, is essential. Experience in a sales or retention role within a target-driven FCA regulated environment is advantageous.

How does the commission structure work for this role?

The role offers the potential to significantly increase earnings through monthly commissions based on the retention of customers at renewal and throughout the year.

What is the company culture like at AXA?

AXA promotes a smart working culture, empowering employees to balance their time between home and the office, ensuring flexibility while meeting team and customer needs.

What qualifications do I need to apply?

Candidates must be eligible and authorized to work in the United Kingdom. Additionally, strong customer service skills, attention to detail, and the ability to negotiate and build relationships are required.

How can I apply for this position?

To apply, click on the 'apply now' button on the job listing, log in or create a profile, and submit your CV.

Are there opportunities for career development in this role?

Yes, the role offers opportunities for a rewarding career within AXA, with the potential for advancement based on performance and results.

What kind of training will I receive in this position?

While specific training details are not outlined, new employees can expect guidance and support to succeed in their role and understand AXA’s systems and processes.

What should I do if I require adjustments during the application process?

If you have a long-term condition or disability and require adjustments during the application or interview process, you can contact AXA Accessibility Concierge at laura.venables@axa-uk.co.uk for assistance.

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AXA

Finance
Industry
10,001+
Employees
1816
Founded Year

Mission & Purpose

We always start with our customers. As one of the largest global insurers, our purpose is to act for human progress by protecting what matters. Protection has always been at the core of our business, helping individuals, businesses and societies to thrive. And AXA has always been a leader, an innovator, an entrepreneurial company, fostering progress in all its dimensions. Our purpose also links back to the Group's roots. From the outset, AXA has been committed to acting as a force for collective good. From solidarity-based actions with AXA Hearts In Action to work on prevention issues with the AXA Research Fund and the fight against climate change, AXA has always been attentive to its social environment and embraced its responsibility as an insurer: responsibility for taking action upstream in order to better understand risks, with one goal in mind: to ensure better protection.