Client Advisor

Client Advisor

Burgess Hill Full-Time 25000 - 30000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Generate and convert new commercial insurance opportunities while providing expert advice.
  • Company: A successful and growing independent insurance broker in West Sussex.
  • Benefits: Competitive salary, hybrid working, 25 days leave, and ongoing professional development.
  • Why this job: Join a supportive team and make a real impact in the insurance industry.
  • Qualifications: Experience in commercial insurance or sales, strong communication skills, and motivated by results.
  • Other info: Genuine progression opportunities as the business continues to expand.

The predicted salary is between 25000 - 30000 £ per year.

We're delighted to be supporting a successful and growing independent insurance broker in West Sussex, who are seeking an ambitious New Business Advisor to join their commercial team. This is an exciting opportunity for someone with experience in insurance sales or broking to take on a proactive, client-focused role within a friendly and professional environment.

The Role:

  • As a New Business Advisor, you'll play a key role in generating and converting new commercial insurance opportunities.
  • Working closely with the wider team, you'll identify prospects, provide expert advice, and deliver tailored insurance solutions to meet client needs.

Key Responsibilities:

  • Prospecting and converting new commercial clients through inbound leads and outbound activity.
  • Quoting and placing new business across a range of commercial insurance products.
  • Building strong relationships with new clients to establish long-term partnerships.
  • Liaising with insurers to negotiate competitive premiums and bespoke cover.
  • Maintaining accurate records and ensuring compliance with company and FCA standards.
  • Working closely with Account Handlers and Executives to ensure a smooth client handover.

About You:

  • Previous experience in a commercial insurance or sales-focused role (broker or insurer side).
  • Strong understanding of SME and mid-market insurance products.
  • Confident communicator with excellent client-facing skills.
  • Motivated by results, service quality, and career progression.
  • Highly organised with strong attention to detail.
  • Cert CII qualified or working towards (support provided).
  • Experience with Acturis or similar systems is an advantage.

What's on Offer:

  • Salary: 30,000 - 35,000 per annum + performance bonus.
  • Hybrid working available (after training period).
  • 25 days annual leave plus bank holidays.
  • Company pension and life assurance.
  • Ongoing professional development and full CII qualification support.
  • Collaborative, supportive, and ambitious team culture.
  • Genuine progression opportunities as the business continues to expand.

If you're a driven New Business Advisor looking to build your career with a reputable and fast-growing insurance broker, this is a fantastic opportunity to join a business that rewards performance and invests in its people. Apply today or contact us for a confidential discussion about the role.

Client Advisor employer: STRIDE RESOURCE MANAGEMENT LTD

Join a thriving independent insurance broker in West Sussex, where you'll find a collaborative and supportive work culture that prioritises employee growth and development. With competitive salaries, hybrid working options, and a commitment to professional qualifications, this company not only rewards performance but also fosters long-term career progression in a friendly environment. If you're looking for a meaningful role as a Client Advisor, this is the perfect opportunity to make a significant impact while advancing your career.
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Contact Detail:

STRIDE RESOURCE MANAGEMENT LTD Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Advisor

✨Tip Number 1

Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that Client Advisor role.

✨Tip Number 2

Practice your pitch! You never know when an opportunity might arise, so be ready to explain why you’re the perfect fit for the New Business Advisor position. Keep it concise, highlight your experience, and show off your passion for client-focused service.

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in making you memorable. Use this chance to reiterate your enthusiasm for the role and remind them why you’d be a great addition to their team.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge. Plus, we love seeing candidates who take that extra step!

We think you need these skills to ace Client Advisor

Insurance Sales
Client-Focused Approach
Prospecting
Commercial Insurance Knowledge
Relationship Building
Negotiation Skills
Attention to Detail
Compliance Awareness
Communication Skills
Organisational Skills
Cert CII Qualification
Experience with Acturis or Similar Systems
Results-Driven

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in insurance sales or broking, and don’t forget to showcase your client-facing skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the New Business Advisor role. Mention specific examples of how you've successfully generated new business in the past.

Showcase Your Knowledge: Demonstrate your understanding of SME and mid-market insurance products in your application. This will show us that you’re not just applying for any job, but that you’re genuinely interested in this role and the industry.

Apply Through Our Website: We encourage you to apply directly through our website. 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 STRIDE RESOURCE MANAGEMENT LTD

✨Know Your Insurance Stuff

Make sure you brush up on your knowledge of commercial insurance products, especially those relevant to SMEs and mid-market clients. Being able to discuss specific products and how they can benefit potential clients will show that you're not just a salesperson, but a knowledgeable advisor.

✨Showcase Your Client-Facing Skills

Prepare examples from your past experiences where you've successfully built relationships with clients. Highlight your communication skills and how you've tailored solutions to meet their needs. This will demonstrate your ability to connect with clients and provide exceptional service.

✨Be Proactive in Your Approach

During the interview, express your enthusiasm for prospecting and converting new clients. Share any strategies you've used in the past to generate leads and close deals. This proactive mindset aligns perfectly with the role of a New Business Advisor.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows that you're genuinely interested in the role and want to ensure it's the right fit for both you and the company. Plus, it gives you valuable insights into what working there would be like.

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