CV

Sales Advisor

CV-Library Bristol Posted 06 Oct 2026 Closing: 01 Jan 0001
Permanent Hybrid
£30000/annum + OTE up to £60,000

Role Description & Overview

Sales Advisor

Red Recruitment are recruiting a Sales Advisor to join a growing team on behalf of a specialist insurance business.

The business has a high-performance culture that blends perfectly with the fun working environment that has been created to ensure people work hard, feel valued and are keen to stay and progress through the business.

This is a fantastic opportunity for a passionate and ambitious individual with a background in Life or Health Insurance to support customers with complex financial services products.. Applications without experience in selling or upselling Life or Health Insurance products will not be considered.

The role will involve building rapport with clients and providing a consultative service to ensure each person receives the right product. The company offers training, development, and qualifications to support you with this role.

Benefits, Culture, and Salary for an a Sales Advisor:

Salary: Up to £30,000 Per Annum + + OTE up to £60,000

Hours: Shift Pattern -8.30 - 16.30 M- F with a late shift once per week across Mon-Thurs 12:00 - 20:00. Plus one Saturday shift per month (09:00 - 13:00)

Contract Type: Permanent

Location: Bristol - Aztec West

24 Days of Annual Leave

1 Wellbeing Day

Private Medical Insurance

Death in Service

Income Protection

Enhanced Parental Leave

EV Scheme

Employee Assistance Programme

Perkbox

Key Responsibilities of an Sales Advisor

Consult with potential clients to understand their financial situation, family structure, and long-term goals. This includes analysing any existing insurance policies and suggesting any additions or changes.

Focus on writing high-quality business that aligns with client needs, directly contributing to a strong client retention rate and fostering long-term relationships that result in referrals.

Maintain a deep and current knowledge of our full range of life insurance products and be able to explain policy features and benefits in a clear, understandable way.

Adhere strictly to all company policies and industry regulations. Complete and maintain accurate client documentation and records.

Maintain the highest level of professionalism and ethical conduct in all interactions, both with clients and colleagues, representing the company with integrity.

Continuously participate in training and professional development opportunities to enhance product knowledge and sales skills.

Key Skills and Experience of an Sales Advisor:

You must have experience with selling or upselling Life or Health Insurance products - applications without this experience will not be considered

Excellent communicator, both written and spoken as well as active listening skills to ensure you can build rapport with our clients

Excellent attention to detail and a desire to learn the products to better inform customers

Ability to work calmly under pressure with a commitment to acting in our clients best interests

Excellent time management, interpersonal skills and a positive and professional attitude

Experience in an outbound Sales roleIf you have the relevant skills and are interested in this position as a Sales Advisor, please apply now!

Red Recruitment (Agency)

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Key Details
  • Date Posted: 06 Oct 2026
  • Location: Bristol
  • Employment: Permanent
  • Workplace: Hybrid
  • Specialism: Accounting/Financial/Insurance
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