Sales Adviser

Lloyd & Whyte; Exeter; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

An insurance company in Exeter is looking for a Sales Adviser to join their team. You will provide professional support and insurance advice, handle new business and renewals, and ensure client satisfaction. Candidates should have experience in the UK Insurance Industry and be motivated to achieve sales targets. The role offers a hybrid working model after training, along with various benefits.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group personal pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Support for professional qualifications

Paid time off for volunteering

Qualifications

• Experience in client management and insurance advice.
• Strong communication skills over the phone.
• Highly motivated to achieve sales targets.

Responsibilities

• Provide professional support and insurance advice to clients.
• Deal with new business quotations and presentations.
• Handle client queries and renewals promptly.
• Advise on coverage gaps and provide insurance reviews.
• Manage policy administration efficiently.

Skills

Proven experience in the UK Insurance Industry

Confidence and ability to build rapport over the telephone

Tenacious, target-driven and highly motivated

Ability to work in a regulated environment

Education

Willingness to work towards a Cert CII qualification

Job description

Salary: Up to £35,000.00 (depending on experience)

Working hours: 35 hours per week

Duration: Permanent

Location: Exeter / Devon

About the Role

Lloyd & Whyte (part of Benefact Group) is looking for a Sales Adviser to join the Naturesave team in the Totnes office. During the initial training period you will be based full‑time in Totnes and after probation you can work hybrid (60% office/40% home). You'll speak to clients daily, handling new business and renewals, and help grow a dynamic team.

Why Join Us?

Collaborative and inclusive culture committed to sustainability. Ranked among the UK’s top 50 Best Large Companies to Work For in 2024. All profits go to charity and good causes.

What You'll Be Doing

• Provide professional support and insurance advice to clients ensuring high levels of service and client satisfaction.
• Deal with new business quotations and/or presentations to market on behalf of Account Executives within requested timescales.
• Answer client queries, handle new business, renewals and mid‑term adjustments professionally and timely.
• Proactively raise awareness of alternative products, advise on coverage gaps and provide regular insurance reviews.
• Ensure all policy administration is handled professionally and timely, supporting colleagues as required.

What You'll Need To Have

• Proven experience in the UK Insurance Industry.
• Confidence and ability to build rapport over the telephone to deliver an excellent client experience.
• Tenacious, target‑driven and highly motivated to meet and exceed sales targets.
• Ability to work in a regulated, compliant and client‑focused environment.
• Willingness to work towards a Cert CII qualification.

What Makes You Stand Out

• Holding or willing to work towards a Chartered Insurance Institute Certificate in Insurance.

What We Offer

• 28 days annual leave plus bank holidays.
• Birthday off.
• Group personal pension.
• Bonus scheme.
• Holiday buy scheme.
• 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

“At Naturesave, we put planet, people & purpose before profit. Joining us is a rewarding and impactful career that protects communities and the environment.”