Insurance Sales Executive

Fintelligent Search Ltd

Wilmslow

On-site

GBP 30,000 - 40,000

Full time

7 days ago
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Benefits offered by this job

Training & development
Exposure to insurance products
Career progression
Established insurer relationships

Job summary

Fintelligent Search Ltd in Wilmslow is looking for an Insurance Sales Executive to join our commercial insurance team. You will engage with prospective and existing clients, understand requirements, prepare quotations and support policy placements across motor trade and road risk.

You don't need to be an experienced broker; the right candidate will excel at communication, show commercial awareness, and be motivated to develop a long-term career within insurance and financial services with a

Qualifications

  • Previous sales, customer service or broking-support experience would be beneficial.
  • Experience in motor insurance or commercial insurance is an advantage but not essential.
  • Confident communicator who enjoys speaking with customers and building relationships.

Responsibilities

  • Handling inbound and outbound new-business enquiries across road risk, motor trade and commercial insurance.
  • Building rapport with prospective customers and understanding their insurance requirements.
  • Completing fact-finds and gathering accurate information to support underwriting assessments.
  • Preparing quotations and presenting insurance terms clearly and professionally.
  • Following up quotations and opportunities to maximise conversion.
  • Building and maintaining positive relationships with customers, insurers and internal colleagues.
  • Supporting policy placement and ensuring client information is recorded accurately.
  • Developing technical knowledge across commercial insurance, motor trade and specialist insurance products.
  • Delivering a high standard of service throughout the customer journey.

Skills

Communication
Sales ability
Customer service
Motivation to succeed
Organised

Job description

Insurance Sales Executive

£30,000 basic salary + bonus scheme.

Commercial Insurance | Motor Trade | Road Risk | Career Development

Are you a confident sales or customer-service professional looking to build a long-term career in insurance?

This is an excellent opportunity to join an established commercial insurance broker as an Insurance Sales Executive, working across motor trade, road risk and wider commercial insurance products. You will speak with prospective and existing clients, understand their requirements, prepare quotations and support the placement of insurance policies.

You do not need to be an experienced broker already. What matters most is your communication ability, commercial awareness, motivation to succeed, and genuine interest in developing within insurance and financial services.

The role

As an Insurance Sales Executive, you will play a key role in generating and progressing new-business opportunities. Working closely with experienced brokers and insurer partners, you will gain practical exposure to the full sales and broking process.

  • Handling inbound and outbound new-business enquiries across road risk, motor trade and commercial insurance.
  • Building rapport with prospective customers and understanding their insurance requirements.
  • Completing fact-finds and gathering accurate information to support underwriting assessments.
  • Preparing quotations and presenting insurance terms clearly and professionally.
  • Following up quotations and opportunities to maximise conversion.
  • Building and maintaining positive relationships with customers, insurers and internal colleagues.
  • Supporting policy placement and ensuring client information is recorded accurately.
  • Developing technical knowledge across commercial insurance, motor trade and specialist insurance products.
  • Delivering a high standard of service throughout the customer journey.
About you
  • Previous sales, customer service, account-management, insurance, financial-services or broking-support experience would be beneficial.
  • Experience within motor insurance, personal lines, commercial insurance or motor trade would be an advantage, but is not essential.
  • Confident communicator who enjoys speaking with customers and building relationships.
  • Comfortable working towards targets and following up sales opportunities.
  • Organised, accurate and able to manage multiple enquiries effectively.
  • Ambitious, motivated and keen to develop a long-term career within insurance and financial services.
What’s on offer
  • £30,000 basic salary, plus bonus scheme.
  • Full training and ongoing development within commercial insurance and financial services.
  • Exposure to motor trade, road risk and commercial insurance products.
  • The opportunity to work with established insurer relationships and experienced insurance professionals.
  • Clear long-term career progression within an established and growing brokerage.
About the company

You will be joining an established commercial insurance broker with a strong presence in the motor trade, road risk and commercial insurance markets. The business is known for its practical, client-focused approach, long-standing insurer partnerships and commitment to developing people within the team.

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