At a Glance
- Tasks: Provide expert advice and quotations to clients while building your own sales pipeline.
- Company: Join Lloyd & Whyte, a top-rated company committed to making a difference.
- Benefits: Enjoy 28 days annual leave, bonus schemes, and health benefits.
- Why this job: Be part of a motivated team making a real impact in the insurance industry.
- Qualifications: Sales experience, excellent communication skills, and a client-focused mindset.
- Other info: Opportunities for career growth and professional development in a supportive environment.
The predicted salary is between 21600 - 30000 £ per year.
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, part of Benefact Group, are looking for a Sales Agent to join the Business Choice Direct (BCD) team in their Eastleigh office. Within this role you will be an integral part of our new business team(s) in providing quotations, providing expert advice for prospective clients whilst building and maintaining your own pipeline in order to successfully meet the targets set by Ops.
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 of whether 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-focused 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.
- 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.
Company information
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 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 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.
Sale Executive in Eastleigh employer: Ecclesiastical Insurance UK
Contact Detail:
Ecclesiastical Insurance UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sale Executive in Eastleigh
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for a Sales Executive role, and who knows? They might just have the inside scoop on opportunities at Lloyd & Whyte or elsewhere.
✨Tip Number 2
Practice your pitch! You’ll want to be able to confidently talk about your experience and how it aligns with the role. Think about how you can showcase your ability to build rapport and overcome objections—key skills for a Sales Agent!
✨Tip Number 3
Research the company! Get to know Lloyd & Whyte and their values. This will not only help you tailor your conversations but also show that you’re genuinely interested in being part of their team and contributing to their mission.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re proactive and serious about joining the team. Don’t forget to follow up after applying to keep your name fresh in their minds!
We think you need these skills to ace Sale Executive in Eastleigh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Sales Executive role. Highlight your previous sales experience, especially in target-driven environments, and showcase any relevant achievements that align with what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for sales and how you can contribute to our team. Mention specific skills that match the job description, like building rapport and overcoming objections.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional while still being personable – we love a bit of character!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Ecclesiastical Insurance UK
✨Know Your Product Inside Out
Before the interview, make sure you understand the insurance products and services offered by Lloyd & Whyte. Familiarise yourself with common terms and concepts in the industry, as well as the specific needs of potential clients. This will help you demonstrate your expertise and confidence during the interview.
✨Practice Your Pitch
Since this role involves providing quotations and expert advice, practice how you would present these to a client. Role-play with a friend or family member to refine your communication skills and ensure you can build rapport over the phone. Remember, it’s all about making the client feel valued and understood.
✨Prepare for Objections
Anticipate common objections you might face when discussing insurance options. Think about how you would respond to these objections effectively, highlighting the key selling features of the recommended insurer. This will show that you are not only knowledgeable but also capable of handling challenging conversations.
✨Show Your Team Spirit
Lloyd & Whyte values collaboration and teamwork, so be prepared to discuss how you’ve worked successfully within a team in the past. Share examples of how you’ve supported colleagues or contributed to a positive team environment, as this will align with their inclusive culture and commitment to excellent service.