At a Glance
- Tasks: Build relationships and generate new business in a dynamic insurance sales role.
- Company: Join a growing Financial Services team that values trust and collaboration.
- Benefits: Enjoy competitive pay, flexible working, and opportunities for personal growth.
- Other info: Work in a supportive environment with excellent career progression opportunities.
- Why this job: Make a real impact by providing expert advice and personalised service to clients.
- Qualifications: Strong communication skills and a passion for building relationships.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for a Bespoke Insurance Adviser to join our expanding Financial Services team, someone who enjoys building relationships, understands that trust matters in insurance, and values relationships, and working within a close-knit team.
Duties and responsibilities:
- This is a relationship-led insurance sales role, combining telephone, digital, and face-to-face activity.
- You will be responsible for generating and converting new MNW/HNW and commercial business through a blend of proactive prospecting (calls, emails, social media, networking), local knowledge, referrals, and word-of-mouth opportunities.
- You will also be able to leverage our existing client bank to support new business acquisition and introductions.
- You will meet clients both over the phone and in person at their premises, taking the time to genuinely understand their business, risks, and future plans.
- Our USP is personable service, expert advice, and a deep understanding of our clients’ insurance requirements.
- Generate new MNW/HNW and Commercial insurance opportunities through access to our large and broad client base.
- Proactive prospecting and networking.
- Build and manage your own pipeline of prospects and opportunities.
- Advise clients on appropriate bespoke personal lines and commercial insurance solutions.
- Convert opportunities into sustainable, long-term client relationships.
New Business Insurance advisor employer: Professional Placement Southern Ltd
Join our dynamic Financial Services team as a New Business Insurance Adviser, where you'll thrive in a supportive and collaborative environment that prioritises relationship-building and trust. We offer competitive benefits, ongoing professional development, and the unique opportunity to work closely with a diverse client base in a vibrant location, ensuring your career growth is both meaningful and rewarding.
Contact Details:
Professional Placement Southern Ltd Recruitment Team
