Intermediary Sales Advisor

We offer Hybrid working so once you have completed the initial training and are competent in your role you are given the freedom to work from home some days and maintain a great work life balance. We make health happen: As a Sales Advisor you will proactively manage a panel of brokers and direct customers. You will grow our business in line with agreed targets and deliver these targets with the highest level of customer care. Through regular and positive contact, you will identify opportunities to expand and grow your sales pipeline. You will build strong relationships with your contacts by delivering exceptional service. This is a targeted environment and you will be incentivised based on the growth and retention of your portfolio. You must work on both an individual and a team basis to ensure challenging regional sales targets are achieved, so ensuring the team achieves its yearly Annual Operating Plan. You should be a champion of change through initiating and driving continuous improvements within the Team that improve the broker journey within Bupa Global. How you'll help us make health happen:

• Build profitable relationships with all brokers assigned to you by delivering the highest standard of customer service with an emphasis on proactively seeking opportunities for winning new business and increasing the net growth of your portfolio.
• Proactively manage all aspects of the portfolio assigned to you, including pricing discussion and all sales needs, negotiating these through outbound and inbound telephone contact.
• Analyse and interpret CRM Sales MI data to develop and build strong business relationship with your portfolio brokers and keep the customer informed at all times.
• Aid the business to maintain and grow our customer base with a pro-active approach to providing excellent customer service.
• Deliver the highest level of customer care to include taking ownership of day-to-day sales and service queries, liaising with the appropriate areas of the business to resolve and, if appropriate, communicate back to third parties.
• Work closely with enrolments team to ensure seamless and accurate on boarding of any won business with hand over to the Account management teams.
• Work closely with your colleagues to support and help resolve complex queries in order to find a resolution for the customer.
• Foster a continuous improvement mindset and work with your colleagues to identify improvements and transform great ideas into tangible implementation steps to drive the business forward.
• Handle inbound and make outbound telephone sales calls and emails from brokers and direct customers converting these opportunities into new registrations therefore ensuring that we reach agreed regional and team sales targets.
• Make proactive outbound calls to brokers generating sales opportunities to further increase the potential of conversion and sales.
• Having identified a sales opportunity, ensure that Salesforce records are created and continually updated with the required information to enable accuracy and quality and tracking of data.
• Complete a thorough fact find on each opportunity to validate the lead.
• Through outbound calls ensure that all quotes/leads, within the region, are secured by regular follow-up calls and record the reasoning explaining each outcome to be used for future business analysis.
• Follow all call procedures and ensure standards of performance are met.
• Manage all tasks alongside phone calls through effective time management, planning and prioritising workloads to maintain an effective and functional service level.
• Work closely with the Sales Manager to ensure that regional sales targets are met and exceeded, and that regional trends are cascaded throughout the team.
• Action telephone point of hit work to ensure that necessary administrative tasks are undertaken within set deadlines.
• Competently deal with all types of complaints and escalate when necessary.
• Ensure that we proactively educate and develop our brokers on products and procedures through clear and consistent communication, by identifying broker training needs and solutions.
• Keep abreast of competitor activity, products and regional trends, sharing all new information with colleagues and use this information during negotiations to secure and maintain profitable business.
• Assist with client visits and deliver training support for the broker network whether in house or off- site, e.g. for sales pitches.
• Keep updated on marketing campaigns and communications within your region and share knowledge of this across the team.
• Maintain the highest quality and service standards at all times in line with criteria set by the Management Team, FCA and Compliance.
• Constantly analyse, improve and develop performance against set objectives through training, self-analysis and coaching sessions on a monthly basis and actively participate in workshops to maximise knowledge and ability putting new skills into practice.
• Build professional and lasting relationships with team colleagues and other departments within the Bupa Group, maintaining open communication channels to promote the Broker Sales Team in a positive light and constantly look for opportunities to maximise and share growth opportunities across other areas of Bupa.
• Be a champion of change and display a positive attitude at all times towards colleagues and tasks performed.
• Comply with and abide by the requirements of the Data Protection Act and those of the FOS and FCA at all times.
  
  A proven sales track record, preferably within in an insurance/financial arena.
• Comprehensive product/market knowledge both within Bupa Global and for key competitors
• Good organisational, planning and time management skills
• Good written communication, a high level of assertiveness and an excellent telephone manner
• Self-motivated, articulate, analytical, and numerate
• Ability to deal with people/build relationships at all levels of the organisation - both within Bupa Global and externally
• To have a good geographical knowledge, an understanding of differing cultural drivers and an appreciation of differing time zones
• Excellent PC skills are essential including Word, Excel and PowerPoint
• They should be able to constructively review and analyse their own performance in order to develop in their role.
  
  We are a health insurer and provider. With no shareholders, our customers are our focus. We reinvest profits into providing more and better healthcare for the benefit of current and future customers.
Our benefits are driven by what matters to our people. It's important to us that these benefits support a work-life balance that keeps people healthy, both mentally and physically. You will be eligible for:
• 25 days holiday, increasing through length of service, with option to buy or sell
• Bupa health insurance as a benefit in kind
• An enhanced pension plan and life insurance
• Annual performance-based bonus
• Onsite gyms or local discounts where no onsite gym available
• Various other benefits and online discounts