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- Tasks: Drive business growth with innovative insurance investment solutions and exceptional client service.
- Company: Dynamic insurance firm focused on strategic growth and client relationships.
- Benefits: Competitive salary, flexible working options, and opportunities for professional development.
- Why this job: Be a key player in transforming the insurance investment landscape and making a real impact.
- Qualifications: Strong sales skills and experience in insurance investments are essential.
- Other info: Collaborative environment with opportunities to mentor and lead projects.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking a dynamic and commercially minded insurance investment specialist. This is a senior sales-focused position with some potential flexibility regarding the job title. Our clients' Insurance Solutions team has a mandate to grow both advisory and asset-based revenue with a goal to ensure that efforts in the insurance segment are well aligned to corporate and country strategies. This necessitates a clearly articulated proposition, a focused solutions and product offering and dedicated sales activity alongside excellent client service and relationship management.
The strategy defines which markets and sub-segments are attractive to operate in, which insurers they work with and which products/solutions they offer. From this they align resources and coordinate activities across the organisation to offer these clients a scalable investment capability with which they can manage their asset and liability mix, manufacture, integrate or distribute our clients' funds, and access products and solutions to help them grow their business and de-risk their legacy books. The aim is to differentiate our client through a strategic and technical understanding of the environment their clients operate in and to support them through first-class relationship management, client service, strategic partnerships and innovation.
Purpose of rolePlay a pivotal role in growing business with UK insurance clients through the delivery of a market leading product, solutions and client service proposition.
Role and Responsibilities- Lead and drive business development activity to position our client as the leading and preferred investment solutions provider for insurers in the UK and Bermuda.
- Working with Investment Solutions colleagues, develop and execute a commercial/sales strategy for acquiring and growing insurance assets under management.
- Align the insurance investment advisory proposition with strategies for growing revenue through retainer and high value assignments.
- Ensure best practice business development activities, including client identification, opportunity origination and solution design.
- Lead client and opportunity negotiations.
- Ensure process and control environment to maintain adherence to relevant conduct principles and guidelines.
- Identify and highlight opportunities for product/solutions improvement.
- Develop and maintain strong relationships with internal/external stakeholders including Insurance Solutions, Client Service, Product, Marketing, Investments, Operations, Compliance, Finance and Legal.
- Lead/support special projects/initiatives across the business; provide guidance and peer review; act as coach/mentor to junior colleagues.
- Provide input to team development share ideas and present persuasive arguments.
- Administratively proficient and organised.
Insurance Sales Specialist (investments) employer: The Actuary Group
Contact Detail:
The Actuary Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Sales Specialist (investments)
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews by researching the company and its products. We want to show them that we’re not just interested in any job, but specifically in how we can contribute to their insurance solutions team.
✨Tip Number 3
Practice your pitch! We need to be able to clearly articulate our value proposition and how we can help grow their business. Role-play with a friend or in front of the mirror until it feels natural.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping us top of mind. Plus, it shows that we’re genuinely interested in the role and the company.
We think you need these skills to ace Insurance Sales Specialist (investments)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Insurance Sales Specialist. Highlight your experience in sales, client management, and any relevant insurance or investment knowledge. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our goals. Be sure to mention your understanding of the insurance market and your approach to client relationships.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you've driven business growth or improved client satisfaction in previous roles. We love seeing results!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at The Actuary Group
✨Know Your Products Inside Out
Make sure you have a solid understanding of the insurance products and investment solutions relevant to the role. Be prepared to discuss how these products can meet client needs and differentiate your potential employer in the market.
✨Demonstrate Your Sales Strategy
Come equipped with a clear sales strategy that outlines how you would approach business development for insurance clients. Highlight your experience in identifying opportunities and designing tailored solutions that align with corporate strategies.
✨Showcase Relationship Management Skills
Prepare examples of how you've successfully built and maintained relationships with clients and stakeholders. Emphasise your ability to collaborate across teams, as this role requires strong internal and external relationship management.
✨Be Ready for Technical Questions
Expect to face technical questions related to investment strategies and market trends. Brush up on current industry developments and be ready to discuss how they impact the insurance sector and your approach to client service.
