YuLife
Customer Success Sales Consultant
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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 behavioral 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, while hitting and beating retention and revenue targets.
Day-to-day responsibilities include, but are not limited to:
- Ensuring clients renew and grow their YuLife products at rate-review/anniversary.
- Being highly organized ensuring pipeline, deals, and activity reporting is up to date (e.g., HubSpot).
- Identifying high-priority clients experiencing significant cost increases and engaging with them to achieve and exceed sales targets. Prioritizing efforts by highest impact on retention and revenue growth.
- Proactively taking ownership of responsibilities and updating leadership demonstrating accountability.
- Excelling in prospecting, qualifying, managing, and closing insurance sales opportunities within YuLife’s existing customer base. 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.
- Partnering 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.
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Requirements
The ideal candidate will have:
- 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 organization 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.
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Benefits
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 encompass 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, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, disability, or any other protected class.
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