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Insurance Sales Apprentice

A-Plan Holdings
Do you want to join a fast paced, leading company? Can you sell? A Plan, the country's leading insurance broker, currently have a great opportunity for hard working apprentices to join their busy insurance team. This is a great starting point for motivated individuals to gain great experience within the insurance industry.

A-Plan Holdings - Employer

A Plan have been providing a personal service to 500,000 clients since the 1960s through over 70 High Street branches.They believe in being accessible - no telephone scripts and automated call management systems, no complicated online forms to fill in and definitely no jargon filled pages of website to trawl through.They are proud that so many of their new clients come to them from the recommendation of their existing clients.

A-Plan Holdings


This position is now closed and no additional applications are being taken. If you have any questions please contact the provider who is managing the position.

Job Summary

Financial Services
A-Plan Holdings

Detailed Job Description

As an Insurance Sales Apprentice your role will be to provide first class, professional administration and processing support to clients.

You will offer diligent client care to sell and administer insurance policies offered by the Company. This is great starting point for a hardworking, self motivated individual to gain great experience within a busy insurance office.

Your main responsibilities will be to-To sell and administer insurance products appropriate for our client’s needs with due care and consideration.

· To assist your Branch Manager in meeting, and wherever possible, exceeding Branch objectives

· To exceed client expectations in terms of efficiency, effectiveness and responsiveness through the diligent and professional conduct of your duties.

  • To ensure that the requirements of our clients are at least always met, and to look for opportunities to exceed expectation.
  • To embrace and follow all internal procedures on the conduct of our business including complaints and problems.
  • To take responsibility for your own personal development in terms of enhancing your knowledge and understanding of the products we offer and in developing your career within the Company.
  • To assist in the smooth and efficient day-to-day running of the office.
  • To share ideas and information with your Branch Manager To act as an ambassador for A-Plan at all times through first class personal presentation and conduct.
  • To be professional in your relationships with insurers, ensuring we provide a friendly, quality and effective service to them
  • · To always comply with branch procedures

Requirements and Prospects

Qualifications required

5 A-C at GCSE level including English & Maths or equivalent.

2 years of further education at A Level/BTEC preferred.

If you left further education last year you would need a solid work history, we would need clear start and finish dates of any work experience or employment on your application

Skills required

Computer Literate in Word, ideally Excel- your role will involve data entry and sending accurate information to clients.

Good communication skills.

Great literacy and spelling skills- You will be expected to write professional correspondence to clients and professionals.

Personal Qualities

Communicating with Others- having experience providing customer service.

Self motivated

Ability to use your own initiative

Hard working

Ability to multi task

Focused and driven to succeed

Delivering Results

Supporting the team Initiative & Innovation

Leadership Planning and Organising


Self Development


Future prospects

There is enormous opportunity to develop within A Plan. You will be encouraged to develop and learn. You will also be working towards a highly sought after Insurance qualification the CII-

The weekly wage is likely to increase dependent on qualifications and experience.

Additional Information

Training provided

Kaplan Financial will provide your training throughout your Apprenticeship. You will work towards an Level 3 NVQ in Financial Services and a CII- Highly recognisable Insurance qualification. A Kaplan assessor will visit you within the work place to support you with your learning. You will be expected to carry out 6-8 hours of independent study outside of work in your spare time. You’ll need to be self motivated and organised to manage your full time role and your apprenticeship qualifications.

Kaplan Financial - Learning Provider

If you are keen to get started in a career in finance or accountancy, we can assure you that Kaplan’s Apprenticeship and Traineeship programmes will be a great choice.

For more information about this vacancy please contact the provider Kaplan Financial on 0203 122 0146 or email: (Ref ID:75660)
Kaplan Financial


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