Customer Success Sales Consultant

About us

YuLife is a tech driven insurance company on a mission to transform insurance into a force for good. We work with employers and insurer partners to deliver group insurance products that people actually engage with, helping shift the industry from claims led to prevention focused outcomes.

Our model combines insurance, technology, and behavioural science to create hyper engaging insurance experiences. Through our award winning platform, employees interact with their insurance every day, building healthier habits while staying protected. This engagement benefits everyone involved. Individuals are more proactive about their health, employers see stronger engagement and retention, and insurers benefit from improved risk profiles over time.

At YuLife, we are building a game changing insurance business with a clear commercial edge and a strong sense of purpose. Our culture reflects that ambition. We are a people first, values led company that believes great products are built by teams who feel trusted, supported, and inspired by the mission they are working on.

If you want to help reinvent a global industry, work on products with real world impact, and build alongside smart, kind, driven people, YuLife is a place where you can do meaningful work and grow with the business.

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 and revenue targets.

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

• Ensuring clients renew & grow their YuLife products at rate-review / anniversary.
• Being highly organised ensuring pipeline, deals and activity reporting is up to date (e.g. HubSpot).
• Identify high-priority clients experiencing significant cost increases and engage with them to achieve and exceed sales targets. Prioritise efforts by highest impact on retention and revenue growth.
• 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.
• 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 sales 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
• Experience maintaining and managing a client portfolio through a CRM system (HubSpot knowledge preferred)
• Ability 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
• Private Medical Insurance via Bupa
• Health Cash Plan via Medicash
• 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
• Financial coaching with Octopus Money
• Generous parental leave
• Remote working package; includes laptop, desk, chair etc.
• Flexible and hybrid working with a lovely office between Moorgate & Old Street

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 ›

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.