Customer Engagement Associate; pathway into Protection Adviser

Customer Engagement Associate (pathway role into Protection Adviser) Life Search

Location: On site / Grafton Gate, Milton Keynes MK9 1AT
, UK

Job type: Permanent / Full-time

Sector and subsector: Sales | Telesales

Annual Salary range: £26,450.00 to £30,000.00

Salary details: plus performance based bonus

Kickstart Your Career. Full Training. Real Progression. Great People.

£26,450 basic starting salary + bonus opportunities + genuine career growth + great perks!

Looking to build a career in a people-focused, high-energy environment? We’re one of the UK’s leading Life Insurance Brokers, and we’re searching for friendly and confident Customer Engagement Associates to become the first voice families hear when they reach out for help. This role has been created as a stepping stone to a long-term career as a Protection Adviser. Our aim is to support every successful candidate in developing the skills and experience needed to progress, with many colleagues moving into adviser roles within 6–12 months.

• Make outbound calls to families who aren’t yet protected
• Introduce them to our services, overcome objections, and smoothly connect them with an Adviser
• Arrange and manage callbacks to keep each customer’s journey on track
• Keep our CRM updated with accurate details to ensure seamless handovers
• Stay responsive, positive and ready to support your teammates
• Work towards moving into the Advice team with regular training

• Has a warm, confident phone manner
• Can stay calm, think fast, and handle pushback with ease
• Has great listening skills and strong attention to detail
• Feels comfortable guiding customers through sensitive conversations
• Is ambitious, resilient, driven by targets, and eager to progress into an Adviser role in the future
• Has a customer service, sales or similar background - a bonus but not required

• £26,450 basic salary going up to £30k once you move into Advice
• Bonus scheme based on performance (changing to uncapped commission when you move over to Advice)
• Industry-leading training & clear progression pathway into a Protection Adviser role
• Life, Critical Illness, and Income Protection cover
• Overseas incentive trips
• Buy or sell up to 5 days holiday
• Birthday off
• Supportive team culture where you’ll be backed every step of the way

You’ll work 40 hours a week with flexible shifts ranging from 9am, 10am or 11am starts. You would also be expected to work every other Saturday, but you get an extra day off in lieu for that.

The administrator of your data is Life Search with its registered office in Milton Keynes, UK, MK9 1AT
, at Grafton Gate East. The data is collected for the purposes of recruitment for the position given in the advertisement, it can also be processed in future recruitment processes with your additional consent. Providing personal information is voluntary. You have the right to access the data, correct or delete it. Detailed information on the processing of personal data by Life Search can be found in the principles of data processing in Cezanne Recruitment and our Privacy Policy.