New Business Client Advisor

Marsh McLennan; Cardiff; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance broker is seeking a New Business Client Advisor based in Cardiff or Exeter. This hybrid role involves developing client relationships, driving sales growth, and requires insurance sales experience. Ideal candidates should possess strong interpersonal and communication skills, along with a resilient and ambitious mindset. The position offers professional growth, competitive salary, and a comprehensive benefits package.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Comprehensive benefits package

Qualifications

• Previous insurance sales experience.
• Ability to generate leads and build a strong pipeline.
• Excellent interpersonal skills for client presentations.
• Strong written and verbal communication skills.

Responsibilities

• Prospect, develop, and manage client relationships.
• Manage projects from prospect to client transition.
• Drive sales and growth in designated industry sector.
• Collaborate effectively within the team.
• Provide insights and build a profile through stakeholder interactions.

Skills

Business Intelligence

Sales Experience

Compliance Management

Risk Management

Cold Calling

Lean Six Sigma

Upselling

Business Management

Regulatory Reporting

SAP Supply Chain Management

Economic Development

Product Development

Job description

Company

Marsh Commercial

Description

We are seeking a talented Sales individual to join our Enterprise team at Marsh Commercial. This role can be based in our Cardiff or Exeter Offices. This is a hybrid role that requires working at least 3 days a week in the office.

The Role: New Business Client Advisor

Are you an experienced Sales Professional with a background in Insurance looking to thrive at a market‑leading insurance broker?

We are seeking individuals who aspire to be leading contributors in the Enterprise sales team, working with small to mid commercial businesses and embracing the opportunity to drive new business across the South West & Wales.

Joining us as a New Business Client Advisor will provide a platform for a lasting career that offers sales growth opportunities, professional qualifications funded by the business, a great benefits package and a competitive base salary with excellent bonus earning potential.

Responsibilities

• Prospect, relationship development and management.
• Project management from initial point of prospect contact to transition to client.
• Deliver sales and growth with a focus on your dedicated industry sector.
• Demonstrate strong team collaboration ability to forge proactive working relationships within the business.
• Provide insight and thought leadership within your dedicated sector and build profile through regular interaction with key stakeholders.

Key Skills

• Business Intelligence
• Sales Experience
• Compliance Management
• Risk Management
• Cold Calling
• Lean Six Sigma
• Upselling
• Business Management
• Regulatory Reporting
• SAP Supply Chain Management
• Economic Development
• Product Development

Qualifications

• Previous insurance sales experience.
• Ability to generate leads and follow up to build a strong pipeline of potential insurance clients.
• Excellent interpersonal skills to present to prospective clients.
• Excellent communication skills, both written and verbal.

What makes you stand out

• Resilient with previous client‑facing experience.
• Looking to develop an insurance career with a growth mind‑set approach.
• Ambitious nature and a keen contributor within a team environment.
• Articulate with strong client‑facing and stakeholder management abilities.

Why join our team

• Professional development opportunities, interesting work and supportive leaders.
• A vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients and communities.
• Benefits and rewards to enhance your well‑being.

Legal and Employment Terms

Employment Type: Full‑Time

Experience: years

Vacancy: 1

Equal Opportunity Statement

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender re‑assignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender sexual orientation or expression, skin colour or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process.

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