Client Sales Executive

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

Job summary

An innovative insurance brokerage based in the UK is seeking a driven insurance professional for a pivotal sales role. The successful candidate will manage a client portfolio, providing tailored insurance solutions and exceeding sales targets. This role offers a competitive salary and a monthly bonus scheme, alongside the chance to work in a hybrid environment after the initial training period. Join a team that values growth and development opportunities, and enjoy perks like comprehensive training and generous holiday options.

Benefits

Salary of £26,500 – £30,000

Monthly bonus scheme up to £500

Free onsite parking

25 days holiday with options to buy more

Generous pension contributions

Comprehensive training and development

Discount on insurance products

Qualifications

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

Responsibilities

• Provide SME customers with insurance solutions to meet their individual needs.
• Manage inbound leads from web-generated enquiries, including renewals and quotes.
• Drive organic income growth by identifying cross-sell and upsell opportunities.
• Collaborate closely with internal teams for a seamless client experience.
• Maintain accurate records using Acturis.
• Meet and exceed individual and team sales targets.

Skills

Sales experience

Excellent communication

Interpersonal skills

Proactive mindset

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.