The voice of contact centres and financial services

Select Job

Job Title: Lifestyles Sales Consultant

Salary: £19,500 with uncapped earning potential

Employer: WePlan Group

Location: Cwmbran

Job Category: Sales

Contract Type: 35 hours per week (Rotational shifts Monday to Friday, early finish on Fridays)

Job Description

Are you ambitious and enthusiastic with a hunger to achieve more? We’re looking for people like you to join our expanding Lifestyles sales team who are rewarded with opportunities for progression and an uncapped bonus scheme.

The successful candidates will be self-motivated and enjoy working in a dynamic, friendly and supportive environment.

About us:

We are a large local employer based in Cwmbran, South Wales successfully offering our customers a diverse range of products and services. This diversity can offer our employees a great opportunity to progress their career path in a variety of different ways.

Here at the We Plan Group, we are proud to hold the Investors in People Gold standard award and we live by a core set of values: Passion, Respect, Integrity, Dynamism and Excellence. These values are embedded into everything we do here, whether that is with colleagues, customers or within our local community.

We are an inclusive employer and want everyone to feel welcome regardless of their background or needs. We are a Disability Confident Employer and are proud to support the Armed Forces Covenant.

What you’ll be doing:

– Proactively identify areas of opportunity for our customers and our company

– Handling outbound sales leads within agreed service levels, to promote a variety of financial offerings to our customers

– Consistently deliver to specified sales targets

– Deliver an exceptional customer experience, putting them at the heart of what we do

– Building rapport and listen to customers to establish and meet their needs

– Manage customer expectations throughout their journey from initial contact to their cover commencing

– Evidencing excellent knowledge of the products, systems internal process and policies

– Proactively achieve sales and quality targets, whilst displaying a positive attitude and supporting others to do the same

– Adhere to regulatory guidelines and ensure awareness of any changes

What you’ll need:

Essential –

– Customer facing experience, with excellent communication skills
– Self-motivated and resilient with the ability to operate independently
– Ability to ensure regulatory requirements are adhered to
– Assertive and confident manner
– Ambitious in striving for success
– Reliable, and an ability to demonstrate company values
– Being a team player and respectful to all
– Demonstrating a professional attitude
– Takes pride and excellence in everyday tasks

Our Location:

Our offices are based in Cwmbran, South Wales – easily accessible from all major transport routes.

On-site parking.

Why should you apply?

– In addition to an attractive base salary, generous performance related bonus scheme
– Investors in People Gold Standard employer
– Excellent progression opportunities in a fast growing business
– Established, successful business with 20 years in Financial sector
– Active within the local community through projects and charitable events
– Westfield Health plan, with added benefits and discounts through Westfield Rewards
– Subsidised Restaurant, Starbucks, and Gym Membership
– On-site Parking
– Pension Scheme


At We Plan Group we want everyone to feel welcome, regardless of your background or needs. If you need adjustments making to your working environment then we will do everything we can to support you.

Applying For The Job

Email your CV to


Clear Search


Upload your CV today click here.

Get noticed by Wales’ top employers!