Insurance Broker-Jobs in United States

Oldfield Accountancy & Advisory is seeking an Associate Business Advisor to join their dedicated team in Coventry, West Midlands on a full-time basis.

Oldfield Accountancy & Advisory have over 45 years of experience working with small and medium-sized businesses, delivering far more than traditional accountancy services. From our base in Coventry, we blend proactive tax planning with hands‑on business growth expertise. Our personalised approach helps clients strengthen cash flow, boost profitability, and create long‑term value – while ensuring they make the most of strategic tax opportunities.

• Competitive Salary: Our offer is a salary of £37,000 – £50,000 per annum depending on experience.
• Holiday: 30 days including bank holidays
• Flexible Working Hours
• Profit Share Scheme, Company Car/Car Allowance & Medical Insurance (after qualifying period in role)
• Employee extras such as: Complimentary quality lunches, reward lunches, team‑building days, vibrant and youthful team environment, excellent career progression opportunities, fully funded study package

As our Associate Business Advisor, you will represent us with integrity, building trusted relationships and enhancing the experience of our clients. By anticipating needs and delivering exceptional service, you will support client retention and encourage referrals. Your role combines relationship management, sales strategy, and conflict resolution, with guidance from our Senior Client Adviser team.

• Build and maintain trusted relationships by understanding client business objectives and providing strategic insights.
• Proactively respond to client needs, following up on meeting actions and queries to ensure satisfaction.
• Identify upselling opportunities and convert high‑value prospects, meeting and exceeding revenue targets.
• Make independent decisions and provide financial solutions to moderately complex challenges while ensuring compliance.
• Communicate effectively with clients, delivering tailored value propositions and managing renewals with professionalism.
• Assist and support Senior Client Advisers, as well as working closely with the accounting team to ensure we are delivering a consistently excellent experience for our clients.
• Preparation and support for meetings including agenda, KPI reports, and minute taking during meetings.

As an Associate Business Advisor, you will have at least two years of experience in an accounting role. An accounting qualification is a plus, but not essential. You will have strong communication, including the ability to present independently to clients and collaborate closely with your accounting team. You will have strong analytical skills, thrive under pressure, and are motivated to deliver exceptional results. Eager to grow your sales expertise and deepen your knowledge of key tax and accounting matters by continuing development. You are committed to providing high‑quality service that makes a real difference for our clients.

If you would like to be considered for our Associate Business Advisor role and would like to be considered, please apply by forwarding an up‑to‑date CV outlining your relevant skills and experience as soon as possible. We look forward to hearing from you.

No recruitment agencies, please

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