Customer Success Sales Consultant

London, England, United Kingdom

11/22/2024

About us:

YuLife is an award-winning InsurTech company and an employee benefit provider.

We’re the world’s first “lifestyle insurance” company. While other insurers are there for people at the point of death or illness, we engage with people every day to help them live better lives.

To do that, we’ve built an award-winning app that rewards people for building healthy habits. It includes the best wellbeing and digital health tools in the world.

Customers can earn vouchers from great brands like Amazon, Tesco or ASOS for doing simple things like walking or practicing mindfulness. They can even do good by planting trees or cleaning the oceans from the app.

Our clients include Tesco, Capital One and Fujitsu, and we’ve been ranked the #1 employee benefit in the UK on Trustpilot. More recently, YuLife was recognized by CX Insurance Awards as ‘Best Insurtech 2024’ and the 8th Fastest Growing Technology Company in the UK in the prestigious 2023 Deloitte Technology Fast 50.

The role:

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, cross-sell and upsell targets

Day to day responsibilities include, but are not limited to:

• Craft and execute territory plans, identifying new insurance sales and customer growth opportunities to meet and exceed sales goals. Prioritise efforts by highest impact on market share acquisition and revenue growth.
• Ensuring clients renew their YuLife products at rate-review / anniversary.
• Being highly organised ensuring pipeline, deals and activity reporting is up to date (e.g. HubSpot).
• 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 YuLife
• 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.
• Driven by consistently improving the status quo, both personally and with the broader team
• Someone who is hungry to understand and develop their insurance and wellbeing knowledge
  
  

The ideal candidate will have:

• GR1
• IF7
• Extensive knowledge of the Group Risk Market. 2 years+ of Group Risk 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
• Good attention to detail
• Understanding how the broker market works and the ability to ensure that they are well serviced
• Understanding, maintaining and managing your client portfolio through YuLife’s CRM system
• Be able to work as a team player as well as individually
  
  

What you’ll get:

We like to give more than we take so here are some of our benefits:

• Competitive base salary
• Potential to earn share options
• 6x salary life assurance
• Health Insurance
• Income protection
• 3% company contribution to pension via salary sacrifice scheme
• 25 days Annual Leave + 1 Love being Yu (e.g your birthday, moving house anything else that is for Yu!)
  
  

Additional Perks:

• Access to the YuLife app (which includes a tonne of well-being rewards, discounts and exclusive offers as well as access to Meditopia and Fiit)
• £20 per month to a "be your best Yu" budget
• Unlimited Monthly professional coaching with More Happi
• OnHand Volunteering app
• Learning Budget
• Financial coaching with Octopus Money
• Generous parental leave
• Remote working package; includes laptop, desk, chair etc.
• Remote and flexible working
• Currently our lovely office in Shoreditch is available if people want (and only if they want) to use it
  
  

Our framework and principles around hybrid working at YuLife.

Here at YuLife our values encompasses Love Being Yu and as a result we’re committed to diversity and inclusion. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, disability or any other protected class.

Read what one of our key investors has to say about our culture ›

We're more than just life insurance!

At YuLife we turn financial products into a force for good and help companies empower their employees to be healthier and happier in mind and body.