Introduction

This qualification teaches the core principles of consultative selling and account management required to enhance the customer journey and build loyalty to your employer.

The programme will help you to build professionalism and confidence that will enable you to progress within your role, your organisation and in your career.

About the Employer

Heath Crawford is one of the UK's leading independent Private Medical Insurance brokers.

Working with insurers including Bupa, AXA Health, Aviva and Vitality, we help thousands of customers every year find the right health insurance for their needs and budget. We pride ourselves on providing expert advice and exceptional customer service.

What You'll Do

Contact customers who requested a health insurance quotation 30–90 days ago.
Build rapport and understand their needs.
Explain how our advisers can help.
Overcome objections professionally and confidently.
Book appointments or transfer interested customers directly to an adviser.
Keep accurate customer records.
Develop your sales and communication skills through ongoing coaching.

Training Outcome

You'll join Heath Crawford as an Apprentice Sales Executive, receiving full training alongside a fully funded Level 4 Sales Executive Apprenticeship.

Initially, you'll contact consumers who requested a private health insurance quotation. Your role is to build rapport, understand why they didn't proceed, overcome objections and encourage them to speak with one of our specialist advisers.

As your confidence and knowledge grow, you'll receive further training before progressing into a fully qualified Health Insurance Adviser, where successful advisers regularly earn £60,000+ OTE.

Skills Required

Communication skills
Customer care skills
Team working
Ambitious
Resilient
Motivated

Course Information

Course: Sales executive (level 4)

Level: 4

Route: Sales, marketing and procurement

Apprenticeship Level: Higher

Working Arrangements

Working Week: Monday to Friday, 9am to 5:30pm, office or remote working.

Expected Duration: 1 Year 6 Months

Training Provider: BMS PROGRESS LLP

1 Heath Crawford Ltd jobs in England & Wales