New Business Insurance Advisor: Drive Growth

Everywhen; Southampton; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

26 days holiday + bank holidays

35 hour working week

Pension scheme

24-hour Employee Assistance

Discounted corporate perks

Volunteer day

ACT charity donation matching

The Spotlight Awards

Job summary

Everywhen in the United Kingdom is seeking a proactive New Business Insurance Advisor to drive new business opportunities and convert them into profitable client solutions. You will identify prospects, make outbound calls, and build a robust pipeline while explaining policy details and quotes.

The role requires a target-driven mindset, knowledge of FCA regulations, and experience in insurance sales or telesales.

Qualifications

• Cert CII qualification, or 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 outbound calling and lead generation experience.
• 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 meeting or exceeding sales goals.
• Excellent organisational and time management skills.

Responsibilities

• Make outbound sales calls to prospective clients using self-generated and company-provided leads.
• Identify and qualify new business opportunities through networking, referrals, campaigns, and lead generation.
• Build and manage a robust pipeline of prospective customers.
• Understand clients' insurance requirements and recommend suitable solutions.
• Prepare and present quotations, explaining cover, terms, and conditions.
• Follow up on quotations and enquiries to maximise conversion opportunities.
• Develop strong relationships with prospective and existing clients.
• Maintain accurate customer records using the company CRM system.
• Collaborate with insurers, underwriters, and internal teams to achieve best outcomes.
• Meet and exceed sales, activity, and conversion targets.
• Stay up to date with insurance products, market developments and FCA regulation.

Skills

Outbound calling

Relationship-building

Negotiation

Communication

CRM familiarity

Time management

Sales targeting

Education

Cert CII qualification

Tools

CRM systems

Microsoft Office

Job description

Everywhen in the United Kingdom is seeking a proactive New Business Insurance Advisor to drive new business opportunities and convert them into profitable client solutions. You will identify prospects, make outbound calls, and build a robust pipeline while explaining policy details and quotes.

The role requires a target-driven mindset, knowledge of FCA regulations, and experience in insurance sales or telesales.