Customer Success Sales Consultant

We are looking to hire an experienced Customer Success Sales Consultant to engage with clients and maintain relationships during anniversaries and rate reviews.

YuLife is a tech driven insurance company on a mission to transform insurance into a force for good. We work with employers and insurer partners to deliver group insurance products that people actually engage with, helping shift the industry from claims led to prevention focused outcomes.

Our model combines insurance, technology, and behavioural science to create hyper engaging insurance experiences. Through our award winning platform, employees interact with their insurance every day, building healthier habits while staying protected. This engagement benefits everyone involved. Individuals are more proactive about their health, employers see stronger engagement and retention, and insurers benefit from improved risk profiles over time.

At YuLife, we are building a game changing insurance business with a clear commercial edge and a strong sense of purpose. Our culture reflects that ambition. We are a people first, values led company that believes great products are built by teams who feel trusted, supported, and inspired by the mission they are working on.

If you want to help reinvent a global industry, work on products with real world impact, and build alongside smart, kind, driven people, YuLife is a place where you can do meaningful work and grow with the business.

As we continue to grow, we are looking to hire an experienced manager to engage with and maintain clients at anniversary/ rate-review and ensure customer continuity, whilst hitting and beating retention and revenue targets.

Ensuring clients renew & grow their YuLife products at rate-review / anniversary.

Being highly organised ensuring pipeline, deals and activity reporting is up to date (e.g. Hub Spot).

Identify high-priority clients experiencing significant cost increases and engage with them to achieve and exceed sales targets. Prioritise efforts by highest impact on retention and revenue growth.

Proactively take ownership of responsibilities and update leadership demonstrating accountability

Excel in prospecting, qualifying, managing and closing insurance sales opportunities within YuLife’s existing customer base. You will be managing several sales opportunities of varying deal values.

Highly collaborative team player who builds meaningful business relationships with key teams and stakeholders, both internally and externally

Partner with the Customer Success, Customer Growth Marketing Team, Revenue Operations, and Sales Teams to align and execute on your territory plan and sales strategies

Superb communication, influencing and negotiation abilities, motivated by finding the win-win for customers and Yu Life

Exceptional in articulating and positioning YuLife’s value proposition, and building the business case with the customer and internal teams

Result oriented with a strong track record of exceeding quota.

Someone who is hungry to understand and develop their insurance and wellbeing knowledge

GR1

IF7

Extensive knowledge of the Group Risk Market. 2 years+ of Group Risk sales experience

Drive and ambition

Presentation Skills

Demonstrated ability to build trusting relationships

Selling on value - consultative sales experience preferred

Knowledge and command of customer needs around wellbeing culture is a must.

Good organisation skills and an ability to meet/beat deadlines

Understanding how the broker market works and the ability to ensure that they are well serviced

Experience maintaining and managing a client portfolio through a CRM system (Hub Spot knowledge preferred)

Ability to work…