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For Companies At a Glance
- Tasks: Provide insurance advice, handle new business, and ensure client satisfaction.
- Company: Join Benefact Group, a charity-owned financial services leader focused on impact.
- Benefits: Enjoy your birthday off, bonus schemes, and health benefits.
- Why this job: Make a difference while building a rewarding career in insurance.
- Qualifications: Experience in the UK Insurance Industry and strong communication skills.
- Other info: Hybrid working available after probation with excellent growth opportunities.
The predicted salary is between 28000 - 42000 £ per year.
Overview
Salary: Up to £35,000.00 (depending on experience). Working hours: 35 hours per week. Duration: Permanent. Location: Exeter / Devon.
About the role: Lloyd & Whyte, part of Benefact Group, are looking for a New Business Sales adviser to join the Naturesave team in Totnes. During initial training you’ll be based full-time in Totnes; after probation, hybrid working is available with an ideal split of 60% office / 40% from home to balance office and home-based work.
This role involves speaking to clients daily, handling both new business and renewals, and represents a great next step for a driven insurance professional seeking a new challenge to contribute to an already dynamic team.
What you’ll be doing
- Provide professional support and insurance advice to clients ensuring high levels of service and client satisfaction.
- Deal with new business quotations and/or presentations to market on behalf of Account Executives within requested timescales.
- Answer client queries, handle new business, renewals and mid-term adjustments in a professional and timely manner.
- Proactively inform clients of alternative products, identify potential gaps in cover, and provide effective insurance reviews regularly.
- Ensure all policy administration is completed professionally and promptly, supporting colleagues from all areas of the business as required.
- Proven experience of the UK Insurance Industry.
- Confident and capable of building rapport over the telephone to provide an excellent client experience.
- Tenacious, target driven and highly motivated towards meeting and exceeding sales targets.
- Ability to work in a regulated, compliant and client-focused environment.
- Willingness to work towards Cert CII qualification.
Benefits & additional info
- Your birthday off
- Group Personal Pension
- Bonus scheme
- A 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
About Benefact Group
Hear from the hiring manager: At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that\’s as rewarding as it is impactful and become part of a team where your work protects communities and the environment.
Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms include niche scheme insurance for healthcare professionals, expert insurance for commercial motor vehicles, and professional broker-to-broker insurance services. We also provide personal insurance services covering homes from standard to high-value properties. The Lloyd & Whyte Group is split into five client divisions with 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 aim to become the UK’s number one corporate donor, with plans to double the Group’s size. We value talent, development, and rewards, and foster an inclusive culture that supports diverse backgrounds, abilities, perspectives and interests. We welcome applications from everyone. If you need any additional support during the recruitment process, please let us know.
Directory of Social Change’s UK Guides to Company Giving 2017-26 are referenced in relation to corporate giving information.
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New Business Sales Adviser (Naturesave) employer: The Benefact Group
Contact Detail:
The Benefact Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Sales Adviser (Naturesave)
✨Tip Number 1
Get to know the company inside out! Research Naturesave and Benefact Group, their values, and what they stand for. This will help you tailor your conversations and show that you're genuinely interested in being part of their mission.
✨Tip Number 2
Practice your pitch! You’ll be speaking to clients daily, so make sure you can confidently explain how you can help them with their insurance needs. Role-play with a friend or even in front of a mirror to get comfortable.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might just land you a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Naturesave.
We think you need these skills to ace New Business Sales Adviser (Naturesave)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the New Business Sales Adviser role. Highlight your experience in the UK insurance industry and any relevant skills that match the job description. 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 joining Naturesave and how your background aligns with our mission. We love seeing genuine enthusiasm for what we do.
Showcase Your Communication Skills: Since this role involves speaking to clients daily, make sure your written application reflects your communication skills. Keep it clear, concise, and professional. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at The Benefact Group
✨Know Your Stuff
Make sure you brush up on your knowledge of the UK insurance industry. Familiarise yourself with common terms, products, and regulations. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Sales Skills
Prepare to discuss your previous sales experiences and how you've met or exceeded targets. Think of specific examples where you built rapport with clients over the phone, as this is crucial for the New Business Sales Adviser role.
✨Understand Their Values
Research Naturesave and Benefact Group's commitment to sustainability and community impact. Be ready to explain how your personal values align with theirs, as they prioritise planet, people, and purpose over profit.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask at the end of your interview. This could be about their hybrid working model, opportunities for professional development, or how they measure success in the sales team. It shows you're engaged and serious about the position.
