Pre Sales Representative

PIB Group; Gloucester; On-site; GBP 18,000 - 24,000; Full time

Benefits offered by this job

Close knit team

Bonus potential

Competitive package and benefits

Job summary

PIB Insurance Brokers (part of PIB Group) is a dynamic insurance broker looking for someone to start their career in financial services and/or sales, who brings energy and confidence to contact clients and discuss quotations with a member of our sales team. No insurance experience is required; office experience is helpful but not essential.

You’ll be doing warm leads, inbound calls, follow-ups, data capture, and CRM upkeep in Acturis and Excel.

Qualifications

• High energy, resilient, goal‑oriented attitude.
• Clear communicator able to converse at all levels.
• Organised multitasker with quick learning ability.

Responsibilities

• Contact warm leads to introduce the business and arrange quotations with the sales team.
• Receive and route inbound calls professionally and efficiently.
• Follow up enquiries via email and SMS with concise messaging.
• Capture essential client information and transfer to Sales Executives.
• Maintain accurate records in Acturis and Excel; CRM hygiene.

Skills

High energy

Resilient

Clear communicator

Organised multitasking

Team player

Job description

PIB Insurance Brokers (part of PIB Group) is a dynamic insurance broker looking for someone to start their career in financial services and/or sales, who brings a high level of energy and confidence to contact clients and arrange for insurance quotations to be discussed with a member of our sales team.

No insurance experience is required; ideally, you will have some office or administrative experience, but this is not essential.

What You’ll Be Doing

• Contacting warm leads to introduce the business and arrange insurance quotations with a member of the sales team.
• Receive and route inbound calls professionally and efficiently.
• Follow up enquiries via email and SMS with clear, concise messaging.
• Capture essential client information and transfer to Sales Executives.
• Maintain accurate records in Acturis and Excel; uphold CRM/data hygiene.

What We’re Looking For

• High energy; resilient; goal‑oriented.
• Clear communicator; able to converse at all levels.
• Organised multitasker; quick learner; takes pride in work.
• Team player with appetite to progress and develop.

What You Will Get

• Close knit and very supportive team with high morale.
• Great bonus and development opportunities.
• Competitive package and benefits.

Why PIB Group?

PIB Group is one of the UK’s fastest-growing insurance businesses, offering real career progression, professional development, and a collaborative culture where your work truly matters.

We encourage our people to be collaborative, with entrepreneurship at our core. We are a fast‑paced, growing organisation and an exciting place to be.

We also value ambition and creative thinking. You don’t have to tick every box to apply, if you bring fresh ideas and a drive to grow, we’d love to hear from you!

Inclusion & Accessibility

We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation, or any other characteristic protected by law.

For any adjustments for your application or during the recruitment process, please reach out to [e-mail].