Customer Success Sales Consultant, YuLife
+ Potential to earn share options
Wellbeing business redefining insurance
Job no longer available
Wellbeing business redefining insurance
201-500 employees
Job no longer available
+ Potential to earn share options
201-500 employees
Company mission
To help people to live their best lives by rewarding its members for living well.
Role
Who you are
- 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
- 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 the job involves
- 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
Application process
- We usually respond within three days
Salary benchmarks
Our take
YuLife wants to change the life insurance landscape, by gamifying health and wellbeing. Working with businesses and their employees, YuLife rewards people for their everyday healthy behaviours, encouraging users to complete activities like walking or meditation then rewarding them with air miles, vouchers, and gift cards from partners.
With over 85% of SMEs having no life insurance for their employees in place, YuLife also wants to streamline the process of purchasing insurance. Through the company, employers can offer membership as a perk. Users can then progress through levels, compete with colleagues and earn yucoin for healthy choices. The currency can be exchanged for rewards such as gym memberships and gift cards.
YuLife has experienced significant success in the UK, and is using this momentum to propel itself into global operations. It continues to launch new features, such as health insurance options, gamified training courses for brokers, and an AI-powered metric that assesses business health and wellbeing.
Steph
Company Specialist at Welcome to the Jungle
Insights
76% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Jul 2022
$120m
SERIES C
Jul 2021
$70m
SERIES B
Total funding: $207.5m
Company benefits
- Potential to earn share options
- 6x salary life assurance policy
- Income protection policy
- Access to the YuLife app (which includes a tonne of well-being rewards, discounts and exclusive offers as well as access to Calm and Fiit)
- £20 per month to a "be your best Yu" budget
- Unlimited Monthly professional coaching with More Happi
- OnHand Volunteering app
- £25 monthly budget with Learnerbly
- Financial coaching with Octopus Money coach
- Generous parental leave policies
- Remote working packing; includes laptop, desk, chair etc
- Contributory pension = 3% of basic
- 24 days Annual Leave + 1 ‘personal’ day (e.g your birthday, moving house anything else that is for Yu)
- Remote and flexible working
- Currently our lovely office in Shoreditch is available if people want (and only if they want) to use it
Company HQ
Old Street, London, UK
Leadership
Jaco Oosthuizen
(MD (YuLife SA) & Co-founder)Since co-founding the company, has held the roles of Chief Wellbeing Officer, CPO and Chief Insurance Office before becoming MD. Previously, they were an Actuarial Analyst at Sage Life for 8 years, and Chief Exponential Officer at Exponential Ventures.
Jonathan Roomer
(Chief Customer Officer & Co-founder)Previously worked for 6 years at KPMG, first as Executive Advisor (Life Actuarial), and then as Early Stage Lead (KPMG Tech Growth) for 3 years.
Josh Hart
(CPO / CTO & Co-founder)Previously Chief Operating Officer at WhatSchoolNext and Digital Operations Advisor and Programme Director at Healthstar.
Sam Fromson
(COO & Co-founder)Previously worked for 5 years at Invoice Cycle, first as VP Business Development and Operations and then as Strategic Advisor for 4 years.
Sammy Rubin
(Executive Chair & Co-founder)Previously Co-founder and CEO at Policy Portfolio for 8 years, then at Vitality UK for 1 year.
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