Insurance Sales Executive: Risk Advisory & Client Growth

PIB Group; Gloucester; On-site; GBP 25,000 - 42,000; Full time

Benefits offered by this job

Great bonus and development potential

Competitive package and benefits

Close knit supportive team

Job summary

PIB Group in Gloucester is seeking a Sales Executive to join a dynamic insurance broker team. You will conduct risk fact-finds, advise clients on appropriate covers, and build tailored proposals while maintaining accurate CRM records.

The role focuses on driving conversion through proactive follow-ups and high-quality client service. Ideal candidates are confident communicators with insurance knowledge or call centre experience, capable of managing busy pipelines and meeting tight deadlines in a

Qualifications

• Experience in insurance sales or call centre environments.
• Confident on the phone with clients and prospects.
• Ability to prioritise tasks and meet deadlines.
• Professional, customer-focused attitude and strong listening skills.
• Energetic, resilient and target-driven.

Responsibilities

• Conduct thorough risk fact-finds to capture accurate client and business details.
• Advise clients on appropriate insurance covers, limits and endorsements.
• Build and present tailored proposals spanning a range of products.
• Follow up on quotations and open opportunities promptly to drive conversion.
• Handle questions and objections clearly; guide clients to informed decisions.
• Complete sales compliantly, ensuring documentation accuracy and regulatory adherence.
• Maintain up-to-date records in Acturis/CRM; summarise key risk and recommendation notes.

Skills

Phone sales

Objection handling

Pipeline management

Insurance knowledge

Attention to detail

Organised multitasking

Customer-focused

Job description

PIB Group in Gloucester is seeking a Sales Executive to join a dynamic insurance broker team. You will conduct risk fact-finds, advise clients on appropriate covers, and build tailored proposals while maintaining accurate CRM records.

The role focuses on driving conversion through proactive follow-ups and high-quality client service. Ideal candidates are confident communicators with insurance knowledge or call centre experience, capable of managing busy pipelines and meeting tight deadlines in a