Apprentice Sales Executive

HEATH CRAWFORD LTD

Watford (WD17 1ET)

Closes in 21 days (Friday 7 August 2026)

Posted on 16 July 2026

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Summary

This qualification teaches the core principles of consultative selling and account management required to enhance the customer journey and build loyalty to your employer. 

The programme will help you to build professionalism and confidence that will enable you to progress within your role, your organisation and in your career.

Wage

£20,000 a year

Minimum wage rates (opens in new tab)

  • A clear career path to Health Insurance Advisor
  • Typical earnings of £60,000+ OTE once qualified

Training course
Sales executive (level 4)
Hours
Monday to Friday, 9am to 5:30pm, office or remote working.

37 hours 30 minutes a week

Start date

Tuesday 1 September 2026

Duration

1 year 6 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

  • Contact customers who requested a health insurance quotation 30–90 days ago.

  • Build rapport and understand their needs.

  • Explain how our advisers can help.

  • Overcome objections professionally and confidently.

  • Book appointments or transfer interested customers directly to an adviser.

  • Keep accurate customer records.

  • Develop your sales and communication skills through ongoing coaching.

Where you'll work

Heath Crawford Ltd
Iveco House
Station Road
Watford
WD17 1ET

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

BMS PROGRESS LLP

Training course

Sales executive (level 4)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Sales planning and preparation: Set effective targets using sales forecasts. Prioritise customers and activities to grow account value and maximise return-on-investment in line with your organisation’s strategy. Formulate or refine customer plans and objectives. Create efficient territory plans where appropriate.
  • Customer engagement: Effectively communicate and interpret customer information exchanged through written, verbal and non-verbal communication. Develop a customer engagement style that effectively opens sales conversations, builds rapport, enhances customer relationships, and adapts to different customer’s social preferences.
  • Customer needs analysis: Be highly skilled at effective questioning and active listening techniques to understand the customer’s needs, guide the sales conversation appropriately, create mutual understanding, and build trust and affinity with customers.
  • Propose and present solutions: Develop sales proposals and deliver them using a presentation style and technique appropriate for your customer. Present relevant products and/or services, explain features and their advantages, and clearly articulate the value and benefit of the solution for the specific customer. Use and adapt a range of techniques to draw-out and overcome common sales objections.
  • Negotiate: Research the customer’s likely desired outcomes and negotiating stance. Develop responses to likely objections. Identify your own organisation’s needs, such as minimum price and acceptable terms. Negotiate or trade variables effectively.
  • Closing Sales: Be attuned to verbal and non-verbal buying-signals andmove to close at an appropriate point in sales conversations. Develop ethical techniques to close sales and confirm customers’ purchase agreement.
  • Gathering Intelligence: Collect, analyse and interpret market intelligence and share it appropriately and effectively within your organisation.
  • Time Management: Use and adapt appropriate tools and techniques to prioritise and manage your time effectively.
  • Collaboration and team work: Contribute effectively within a team environment. Work collaboratively with both internal and external stakeholders. Manage communications with the cross-functional team in relation to the effective delivery of your sales, such as finance and service delivery. Support continual business improvement by sharing best practice with sales team colleagues and assist the marketing team to develop new marketing collateral.
  • Customer experience management: Deliver a positive customer experience. Manage customer enquiries and issues effectively. Take proactive action to prevent and minimise customer concerns and complaints. Handle all customer interactions professionally to the customer’s satisfaction.
  • Digital skills: Effectively use digital tools to conduct research and target customers in line with the overall sales strategy. Able to deliver presentations and meetings using digital communication. Complete accurate records and process sales in accordance with your organisation’s policies, procedures and digital CRM systems.

Training schedule

This qualification is delivered as a blended learning programme which includes both physical and virtual classrooms, eLearning modules, skills development activities, on the job training and most importantly one-to-one coaching and support on a monthly basis from a development coach.

Requirements

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • Communication skills
  • Customer care skills
  • Team working
  • Ambitious
  • Resilient
  • Motivated

About this employer

Heath Crawford is one of the UK's leading independent Private Medical Insurance brokers.

Working with insurers including Bupa, AXA Health, Aviva and Vitality, we help thousands of customers every year find the right health insurance for their needs and budget. We pride ourselves on providing expert advice and exceptional customer service.

https://www.heathcrawford.co.uk/ (opens in new tab)

Company benefits

  • Friendly, supportive team
  • Quarterly team events and socials
  • Contributory pension
  • Private Medical Insurance
  • Life Insurance
  • Dental Insurance

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).

You'll join Heath Crawford as an Apprentice Sales Executive, receiving full training alongside a fully funded Level 4 Sales Executive Apprenticeship.

Initially, you'll contact consumers who requested a private health insurance quotation. Your role is to build rapport, understand why they didn't proceed, overcome objections and encourage them to speak with one of our specialist advisers.

As your confidence and knowledge grow, you'll receive further training before progressing into a fully qualified Health Insurance Adviser, where successful advisers regularly earn £60,000+ OTE.

Ask a question

The contact for this apprenticeship is:

BMS PROGRESS LLP

The reference code for this apprenticeship is VAC2000043051.

Apply now

Closes in 21 days (Friday 7 August 2026)

After signing in, you’ll apply for this apprenticeship on the company's website.