Sale Executive

Benefact Group plc; Eastleigh; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading financial services firm in Eastleigh is seeking a Sales Executive to join their Business Choice Direct team. The role involves providing expert advice and quotations to prospective clients while managing a personal pipeline. Candidates should have prior experience in a target-driven sales role, preferably in insurance. This position offers a range of benefits including 28 days annual leave, a bonus scheme, and support for professional development.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Health and wellbeing benefits

Enhanced sick pay

Support for study qualifications

Paid volunteering time

Qualifications

• Previous experience in a sales role, preferably in insurance.
• Confident in building rapport over the phone.
• Ability to work independently within guidelines.
• Experience in a regulated, client-focused environment.
• Excellent relationship management skills.

Responsibilities

• Provide quotes and advice to potential clients.
• Research market and gather data for client quotes.
• Overcome client objections and promote recommended services.
• Liaise with underwriters to discuss coverage terms.

Skills

Target-driven sales experience

Rapport building

Strong communication skills

Organizational skills

Education

Chartered Insurance Institute Certificate in Insurance (or willingness to pursue)

Job description

Salary: Up to £30,000.00 (depending on experience), plus OTE potential up to £18,000.00

Working hours: 37.5 hours per week

Duration: Permanent

Location: Eastleigh

About the role

Lloyd & Whyte, who are proudly part ofBenefact Group, are looking for a Sale Executive to join our Business Choice Direct (BCD) team in their Eastleigh office.

Within this role you will be an integral part of ournew business team(s) in providing quotations, providing expert advice for prospective clientswhilst building and maintaining your own pipeline in order to successfully meet the targets which have been set by the Operation.

Why join us?

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future.Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.

What you'll be doing

• Undertaking telephone-based quotes with potential clients using fact find to capture data.

• Researching the market and providing quotes and information to clients relevant to the protection they require

• Overcoming objections and promoting the key selling features of the recommended insurer

• Liaising with underwriters to gain an idea if cover will be covered and on what terms to advise client

What you'll need to have

• Previous experience within a target-driven sales role, preferably within the insurance industry

• Confident and capable of building rapport over the telephone to provide an excellent client experience

• Ability to work independently, using personal judgement whilst operating within specific guidelines when reviewing underwriting terms and premiums.

• Ability to work in a regulated, compliant and client focussed environment

• Organised, resourceful, deadline driven and supportive of the wider team

• Excellent interpersonal skills with ability to communicate well verbally and in the written word, listening, relationship management and communication skills

What makes you stand out

• Chartered Insurance Institute Certificate in Insurance (or willing to work towards).

What we offer

• 28 days annual leave plus bank holidays

• Your birthday off

• Group Personal Pension

• Bonus scheme

• A holiday buy scheme

• An array of health and wellbeing benefits, company cash plan, income protection and life assurance

• Enhanced sick pay and parental leave

• Support and funding toward study and professional qualifications

• Paid time off for volunteering

Hear from the hiring manager

Our team here is motivated and upbeat. We support clients through the life cycle of their policy by building strong relationships, resolving queries, and working with colleagues to deliver excellent service.

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker‑to‑broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes.

The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135‑year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017-26