Sales Agent

The Acorn Group; Liverpool; On-site; GBP 25,000 - 28,000; Full time

Job summary

A leading insurance firm in Formby seeks a motivated Insurance Sales Agent to thrive in a customer-focused environment. You will quote, close, and maintain business while building long-term relationships with clients. Successful candidates should demonstrate a positive attitude, excellent communication skills, and previous experience in insurance or financial services. Embrace this opportunity for career growth in a supportive and dynamic workplace culture.

Benefits

35 days’ holiday

24/7 mental health support

Career growth programs

Flexible benefits and early access to salary

Hybrid working options

Qualifications

• Passion for the job and willingness to grow.
• Ability to adhere to FCA guidelines and data protection principles.

Responsibilities

• Quoting and closing new or renewal business enquiries.
• Building and maintaining client relationships.
• Amending customer policies and payments.
• Retaining existing clients at renewal.
• Handling sensitive information responsibly.

Skills

Positive attitude

Excellent verbal and written communication skills

High level of accuracy and attention to detail

Ability to work in a fast paced environment

Ability to multi-task and manage time

Patience and empathy

Excellent customer service skills

Previous Insurance or Financial Services Industry Experience

Job description

Posted Tuesday 18 November 2025 at 01:00

Location: Formby

Salary: £25,877 - £27,515 Plus up to £2,000 performance related bonus per annum, once established within your role.

Working hours: 37.5 hours a week between 9:00am and 17:30pm Monday to Friday including 1 in 3 Saturdays 09:00am - 12:30pm.

The Insurance Sales Agent role is a fast-paced, customer focused sales position, working in a friendly, target-driven inbound sales environment where teamwork and positivity are part of the company culture.

The Insurance Sales Agent position will demand the very best of your sales and customer services skills as you deal with new and existing customers.

What you will be doing:

• Quoting and closing new or renewal business enquires
• Building and maintaining long-standing client relationships
• Amending customer policies, payments and schedules
• Retaining existing clients at renewal
• Supporting customers with existing policy amendments
• Working towards individual and team targets
• Handling sensitive information and following data protection principles
• Adhering to strict FCA guidelines
• Providing a professional service and promoting our brand in a positive manner

We are looking for colleagues who are:

As well as a passion for the job, below are the skills we are looking for to be successful in the role:

• A positive “can do” attitude
• Excellent verbal and written communication skills
• High level of accuracy and attention to detail
• Ability to work in a fast paced environment
• Ability to multi-task and manage time effectively
• Be able to demonstrate patience and empathy
• Excellent customer service skills, incorporating a confident and polite telephone manner
• Previous Insurance or Financial Services Industry Experience

Grow with Acorn

At Acorn Insurance, we’re proud of our Liverpool roots — and even prouder of how far we’ve come. As part of the Acorn Group, we bring over 40 years of specialist insurance expertise to the table. From humble beginnings, we’ve grown into a national leader, now employing 1,700+ people across the UK and reached a milestone £750 million in total value of insurance policies written in 2024.

We’re growing fast, with new opportunities emerging every week. That growth is largely due to the values we share:

• 🦏 We run through walls for our customers and each other
• 🐐 We challenge the status quo
• 🐧 We succeed when we help those around us succeed
• 🐆 We decide quickly when the smart thing to do is use our judgement
• 🌴 35 days’ holiday (including bank holidays) with additional buy/sell options
• 🧠 24/7 mental health support & free counselling available
• ☝ Grow with us: Through career fairs, leadership programs, and learning on the go!
• 💸 Flexible benefits, including early access to salary via our internal platform
• 🏡 Hybrid working options to support work-life balance and individual needs

Our Commitment to our colleague’s:

These aren’t just words — they’re the principles we live by. And we’re proud to back them up with real action, earning recognition and accreditation from leading organisations that share our commitment to people and growth:

• 🧠 Mindful Employer – championing mental health and wellbeing
• ♿ Disability Confident Level 1 & 2 – creating accessible, inclusive opportunities
• 🌸 Menopause Friendly accredited – supporting every stage of life
• 🎖️ Armed Forces Covenant signatory – honouring those who serve
• 🏆 Great Places to Work 2024/25 – fostering an engaging and positive workplace culture
• 📈 Best Place to Work for Development – proud to be investing in people’s future
• 👩💼 Best Place to Work for Women – breaking down barriers to women's career progression

If you’re looking for a company with a strong culture, real career progression, and a people-first approach — all rooted in the heart of Liverpool —Grow with Acorn.

A Few Things to Know Before You Apply

We’re really excited that you’re considering joining Acorn! To help everything go smoothly, here are a couple of things to keep in mind:

Checks & Clearances
All roles at Acorn are subject to DBS and financial checks. Any offer we make will be conditional until these are completed to a satisfactory standard.

Visa Requirements
Because our training is quite comprehensive, we can only consider applicants who have at least one year remaining on their Graduate or Post-Study Work visa. At the moment, we’re not able to offer visa sponsorship.

We’re Here to Support You
We’re committed to creating an inclusive, supportive workplace where everyone can flourish. If you need any adjustments during the recruitment process—or once you’re part of the team—just let us know. Whether it’s flexible hours, adapted equipment, or a bit of extra support, we’ll work with you to make sure you can do your best work.