New Business Advisor

Everywhen; Southampton; On-site; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Holiday entitlement 26 days + bank hol

35 hour working week

Career progression across Ardonagh

Support for professional qualification

Pension scheme

Employee Assistance 24/7

Corporate perks (gym, cinema, shopping

Volunteer day

ACT charity donation matching

Spotlight Awards

Job summary

Everywhen is seeking a confident New Business Insurance Advisor to generate and convert new business opportunities within the General Insurance team in Southampton. You will identify prospects, build a robust pipeline, and present tailored quotations while ensuring FCA compliance and accurate CRM records.

The role emphasizes outbound calling, relationship-building with clients and insurers, and achieving sales targets in a hybrid, full-time setting.

Qualifications

• Cert CII qualification or willingness to work towards professional insurance qualifications.
• Knowledge of FCA regulations and insurance compliance requirements.
• Experience in insurance sales, telesales, or a customer-facing sales environment.
• Proven outbound calling and lead generation experience.
• Excellent communication, negotiation, and relationship-building skills.
• Target-driven mindset with a track record of achieving or exceeding sales goals.
• Excellent organisational and time management skills.
• Experience within commercial, specialist, or personal lines insurance.

Responsibilities

• Making outbound sales calls to prospective clients using self-generated and company-provided leads.
• Identifying and qualifying new business opportunities through networking, referrals, marketing campaigns, and lead generation activities.
• Building and managing a strong pipeline of prospective customers.
• Understanding clients' insurance requirements and recommending suitable solutions.
• Preparing and presenting quotations with clear cover, terms and conditions.
• Following up on quotations and enquiries to maximise conversion opportunities.
• Developing strong relationships with prospective and existing clients.
• Maintaining accurate customer records using the company CRM system.
• Working closely with insurers, underwriters, and internal teams to achieve the best outcomes for customers.
• Meeting and exceeding sales, activity, and conversion targets.
• Staying up to date with insurance products, market developments, and regulatory requirements.
• Ensuring all activity is conducted in line with FCA regulations and company standards.

Skills

Communication

Negotiation

Lead generation

Relationship-building

Time management

CRM & MS Office

Education

Cert CII qualification

Tools

CRM systems

Microsoft Office

Job description

Are you a confident, target-driven sales professional with a passion for building relationships and winning new business? Do you thrive in a fast-paced environment where your success is rewarded?

We're looking for an ambitious New Business Insurance Advisor to join our growing team. This is an exciting opportunity to play a key role in generating and converting new business opportunities, helping clients find the right insurance solutions while contributing to the continued growth of the business.

As a New Business Insurance Advisor, you'll be responsible for proactively identifying prospects, generating leads, building relationships, and converting opportunities into profitable business.

What will you do as a New Business Insurance Advisor?

• Making outbound sales calls to prospective clients using both self-generated and company-provided leads.
• Identifying and qualifying new business opportunities through networking, referrals, marketing campaigns, and lead generation activities.
• Building and managing a strong pipeline of prospective customers.
• Understanding clients' insurance requirements and recommending suitable insurance solutions.
• Preparing and presenting quotations while clearly explaining cover, terms, and conditions.
• Following up on quotations and enquiries to maximise conversion opportunities.
• Developing strong relationships with prospective and existing clients.
• Maintaining accurate customer records using the company CRM system.
• Working closely with insurers, underwriters, and internal teams to achieve the best outcomes for customers.
• Meeting and exceeding agreed sales, activity, and conversion targets.
• Staying up to date with insurance products, market developments, and regulatory requirements.
• Ensuring all activity is conducted in line with FCA regulations and company standards.

What are we looking for in our next New Business Insurance Advisor?

• Cert CII qualification, or a willingness to work towards professional insurance qualifications.
• Knowledge of FCA regulations and insurance compliance requirements.

• Previous experience in insurance sales, telesales, or a customer-facing sales environment.
• Proven experience in outbound calling and lead generation.
• Excellent communication, negotiation, and relationship-building skills.
• Strong ability to identify customer needs and provide tailored solutions.
• A target-driven mindset with a track record of achieving or exceeding sales goals.
• Excellent organisational and time management skills.
• Competent user of Microsoft Office applications and CRM systems.

• Experience within commercial, specialist, or personal lines insurance.

This is a fantastic opportunity to join a growing business where your contribution is recognised, your success is rewarded, and your career development is supported. If you're passionate about sales, enjoy building relationships, and want to develop your career within the insurance industry, we'd love to hear from you.

In return you will be welcomed and supported by our Ardonagh family joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

• Holiday entitlement of 26 days plus bank holidays increasing with length of service
• 35 hour working week
• Opportunity to progress your career across the entire Ardonagh family
• Award-winning learning & development offering and support to obtain professional qualifications to enhance your knowledge and career prospects
• Pension scheme for when you feel it's time to retire
• 24-hour Employee Assistance support for you and your family's physical and mental wellbeing
• Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work and much more
• One day paid volunteering to give back to our communities
• Ardonagh Community Trust (ACT) - raising funds for charity with donation matching in your local community
• The Spotlight Awards, where we celebrate the best of the Ardonagh Group and all the bright talent across our business.

We offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future.

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

As an Everywhen colleague, you will be expected to uphold our values, act professionally and respectfully towards others, and contribute to a workplace where everyone is treated with dignity and respect. We expect all colleagues to help maintain an environment free from bullying, harassment, victimisation and other inappropriate behaviours, supporting our commitment to an inclusive and high-performing culture.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.

Department: General Insurance

Role: Customer / Client Services

Locations: Southampton- Hedge End

Remote status: Hybrid

Employment Types: Permanent, Full Time

Salary: Dependent on Experience

Job Reference: 566056