Client Sales Executive

Vero HR; Lancashire; Hybrid; GBP 26,000 - 30,000; Full time

Job summary

A forward-thinking SME insurance broker in the UK seeks a commercially minded insurance professional for their New Business Broking Team. This role involves managing a portfolio of SME clients, delivering tailored insurance solutions, and driving sales growth. Responsibilities include managing leads, collaborating with internal teams, and exceeding sales targets. The role offers a competitive salary between £26,500 and £30,000, a hybrid work model after training, and various perks including a monthly bonus scheme and comprehensive training opportunities.

Benefits

Monthly bonus scheme up to £500

Hybrid working after training

Free onsite parking

25 days holiday entitlement

Generous pension contributions

Comprehensive training and development

Qualifications

• Sales experience is essential; insurance broking or financial services experience is desirable.
• Excellent communication and interpersonal skills.
• Proactive and commercially minded, with the ability to manage multiple tasks efficiently.

Responsibilities

• Provide SME customers with tailored insurance solutions.
• Manage inbound leads and ensure conversion.
• Drive organic income growth by cross-selling and upselling.

Skills

Sales experience

Communication skills

Interpersonal skills

Proactive mindset

Ability to handle pressure

Job description

About the opportunity

We are the internal recruitment partner for our client, a fast-growing and forward-thinking SME insurance broker.

We're looking for a driven and commercially minded insurance professional to join their New Business Broking Team, based at one of our clients' sites in Lancaster, Swindon, or the surrounding areas.

This is a key role, managing a portfolio of SME clients and providing tailored insurance solutions. You'll be responsible for delivering outstanding service, driving individual and team sales targets, and supporting the growth of the business.

Responsibilities

• Provide SME customers with insurance solutions to meet their individual needs.
• Manage inbound leads from web-generated enquiries, including renewals and quotes, and follow up to ensure conversion.
• Drive organic income growth by identifying cross-sell and upsell opportunities and managing them through to successful completion.
• Collaborate closely with internal teams, including finance and support colleagues, to deliver an efficient and seamless client experience.
• Maintain accurate records using Acturis
• Work towards industry-standard qualifications such as CII to support career progression.
• Meet and exceed individual and team sales targets.

Requirements

• Sales experience is essential; insurance broking or financial services experience is desirable.
• Excellent communication and interpersonal skills.
• Proactive and commercially minded, with the ability to manage multiple tasks efficiently.
• Confident in handling clients and managing enquiries professionally.
• Ability to work under pressure, assimilate information quickly, and make informed decisions.
• Willingness to work towards industry-standard qualifications.

In return we are offering

• A salary of 26,500 - 30,000 per annum depending on experience.
• Monthly bonus scheme up to 500.
• Hybrid working following 6-month training programme.
• Free onsite parking.
• 25 days holiday entitlement with the option to buy additional holidays.
• Generous pension contributions.
• Comprehensive training and development opportunities.
• Discount on a range of insurance products for you and your family, including car and home insurance.

If you're a driven sales professional looking to grow your career in a fast-moving SME insurance environment - we'd love to hear from you.