Sales Agent

Benefact Group; Eastleigh; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Bonus scheme

28 days annual leave plus bank hols

Birthday off

Group Personal Pension

Holiday buy scheme

Health & wellbeing benefits

Enhanced sick pay & parental leave

Study and professional qualifications 

Volunteer time off

Job summary

Benefact Group plc's Business Choice Direct in Eastleigh is hiring a Sales Agent to join the new business team. You will quote, advise prospective clients, and grow your own pipeline to hit targets set by the operations team.

This permanent, full-time role offers 37.5 hours weekly with a salary up to £29,000 depending on experience. It is a chance to work within a charity-focused financial services group that values development and teamwork.

Qualifications

• Must have experience in a target-driven sales role (preferably in insurance).
• Confident in building rapport over the phone to deliver excellent client experience.
• Ability to work independently within guidelines when reviewing underwriting terms.
• Strong written and verbal communication in a regulated, client-focused environment.

Responsibilities

• Undertake telephone-based quotes with potential clients using fact find to capture data.
• Research the market and provide quotes and information relevant to the protection required.
• Overcome objections and promote key selling features of the recommended insurer.
• Liaise with underwriters to understand cover terms and advise clients.

Skills

Target-driven sales

Telephone-based quotes

Insurance knowledge

Job description

Salary: Up to £29,000.00 (depending on experience)

Working hours: 37.5 hours per week

Duration: Permanent

Location: Eastleigh

About the role

Business Choice Direct, who are proudly part ofBenefact Group, are looking for a Sales Agent to join our Eastleigh office.

As a Sales Agent you will be an integral part of our new business teams in providing quotations, providing expert advice for prospective clients whilst 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.\"

About us

Business Choice Direct is an insurance broker specialising in commercial motor insurance, including courier, van, minibus and fleet insurance, as well as insurance solutions for tradespeople, SMEs and high-risk consumer motor customers. Part of our Lloyd & Whyte Specialist Broking division, we combine specialist expertise with a customer-first approach, helping businesses and individuals find the right cover for their needs.

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