Sales Adviser

Benefact Group; West of England; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

28 days annual leave plus bank hols

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Study support and professional qualific

Job summary

Benefact Group is seeking a Sales Adviser to join the Affinity General Insurance team in Taunton. The role focuses on guiding clients through their insurance journey, building strong relationships, and identifying sales opportunities to contribute to revenue targets.

The position offers a starting salary of £26,000 with potential bonuses up to about £5,000, plus the prospect of further earnings through a bonus scheme.

Qualifications

• Previous sales experience
• Tenacious and motivated towards meeting and exceeding sales targets
• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Ability to work in a regulated, compliant and client focused environment
• Organised, resourceful, deadline driven and supportive of the wider team

Responsibilities

• Be proactive and maximise all business opportunities making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients wherever possible
• Provide professional support and advice to clients ensuring high levels of service and client satisfaction
• Attending external events, such as conferences and client visits
• Generation of leads by effectively contacting existing clients, previous clients, previous quotes and prospects
• Ensure all policy administration is dealt with in a professional and timely manner

Skills

Sales experience

Relationship building

Target driven

Regulated environment

Organised

Job description

Salary: Starting from £26,000.00 (depending on experience) (plus bonus potential circa £5k)

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Taunton

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Sales Adviser to join our Affinity General Insurance team in their Taunton office.

As a Sales Adviser, you will support clients throughout their insurance journey, building strong relationships, delivering outstanding service whilst identifying sales opportunities that meet their evolving needs. An integral part of our Commercial Sales team, you will find the best solutions for our clients whilst contributing to New Business income targets, revenue growth, and overall business success.

Our client base spans a variety of sectors, including dental practices, GP surgeries, medical associations and other commercial organisations, giving you exposure to a diverse range of insurance requirements.

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

• Be proactive and maximise all business opportunities making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients wherever possible

• Provide professional support and advice to clients ensuring high levels of service and client satisfaction

• Attending external events, such as conferences and client visits

• Generation of leads by effectively contacting existing clients, previous clients, previous quotes and prospects

• Ensure all policy administration is dealt with in a professional and timely manner

What you'll need to have

• Previous Sales experience

• Tenacious and motivated towards meeting and exceeding sales targets

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

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

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

What makes you stand out

• Insurance experience desired, but not essential

• Chartered Insurance Institute Certificate in Insurance

• Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious

What we offer

• 28days 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

"We are looking for a confident, motivated and sales driven individual, who enjoys speaking with people and would thrive in an outbound phone-based role."

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.

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