Sales Agent (Fintech)

TL;DR

Sales Agent (Insurance): Providing customer support for new business and renewals within a retail branch network with an accent on customer relationship management and policy administration. Focus on identifying customer needs, achieving sales targets, and delivering professional financial services.

Location: London (Uxbridge); Hybrid working options available

Salary: £26,938 - £28,609 per annum

Company

hirify.global is a national leader in specialist insurance with over 40 years of expertise and a large UK-wide presence.

What you will do

• Engage with customers to support new business, renewals, and policy enquiries.
• Identify customer needs and vulnerability to apply appropriate support and adjustments.
• Ensure customer records and documentation are accurate and up-to-date.
• Handle queries, payments, and policy changes confidently and professionally.
• Work towards individual and team targets to contribute to branch success.
• Represent the business in the community through local outreach activities.

Requirements

• Strong ownership and ability to follow tasks through to completion.
• Naturally friendly and confident communication skills to build rapport with a wide range of customers.
• Organised and accurate approach to following regulations and processes.
• Resilience under pressure and motivation to improve personal performance over time.
• Must have at least one year remaining on a Graduate or Post-Study Work visa; no visa sponsorship is available.
• Must be based in or be able to commute to London (Uxbridge).

Nice to have

• Experience in sales, customer service, insurance, or financial services.

Culture & Benefits

• 35 days’ holiday (including bank holidays) with additional buy/sell options.
• 24/7 mental health support and free counselling.
• Hybrid working options to support work-life balance.
• Comprehensive training, structured onboarding, and regular coaching.
• Flexible benefits, including early access to salary via an internal platform.
• Career progression opportunities through leadership programs and learning.