Client Sales Executive
Client Sales Executive

Client Sales Executive

Full-Time 22600 - 27400 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage SME client portfolios and provide tailored insurance solutions.
  • Company: Fast-growing SME insurance broker with a forward-thinking approach.
  • Benefits: Competitive salary, monthly bonuses, hybrid working, and generous holiday entitlement.
  • Why this job: Join a dynamic team and drive your career in the insurance industry.
  • Qualifications: Sales experience required; insurance or financial services background preferred.
  • Other info: Comprehensive training and development opportunities available.

The predicted salary is between 22600 - 27400 £ per year.

About the opportunity: We are the internal recruitment partner for our client, a fast-growing and forward-thinking SME insurance broker. We're looking for a driven and commercially minded insurance professional to join their New Business Broking Team, based at one of our clients' sites in Lancaster, Swindon, or the surrounding areas. This is a key role, managing a portfolio of SME clients and providing tailored insurance solutions. You'll be responsible for delivering outstanding service, driving individual and team sales targets, and supporting the growth of the business.

Responsibilities:

  • Provide SME customers with insurance solutions to meet their individual needs.
  • Manage inbound leads from web-generated enquiries, including renewals and quotes, and follow up to ensure conversion.
  • Drive organic income growth by identifying cross-sell and upsell opportunities and managing them through to successful completion.
  • Collaborate closely with internal teams, including finance and support colleagues, to deliver an efficient and seamless client experience.
  • Maintain accurate records using Acturis.
  • Work towards industry-standard qualifications such as CII to support career progression.
  • Meet and exceed individual and team sales targets.

Requirements:

  • Sales experience is essential; insurance broking or financial services experience is desirable.
  • Excellent communication and interpersonal skills.
  • Proactive and commercially minded, with the ability to manage multiple tasks efficiently.
  • Confident in handling clients and managing enquiries professionally.
  • Ability to work under pressure, assimilate information quickly, and make informed decisions.
  • Willingness to work towards industry-standard qualifications.

In return we are offering:

  • A salary of 26,500 - 30,000 per annum depending on experience.
  • Monthly bonus scheme up to 500.
  • Hybrid working following 6-month training programme.
  • Free onsite parking.
  • 25 days holiday entitlement with the option to buy additional holidays.
  • Generous pension contributions.
  • Comprehensive training and development opportunities.
  • Discount on a range of insurance products for you and your family, including car and home insurance.

If you're a driven sales professional looking to grow your career in a fast-moving SME insurance environment - we'd love to hear from you.

Client Sales Executive employer: Vero HR

Join a dynamic and innovative SME insurance broker that prioritises employee growth and development. With a supportive work culture, you will benefit from comprehensive training opportunities, a generous bonus scheme, and the flexibility of hybrid working after your initial training period. Located in Lancaster or Swindon, this role offers a chance to thrive in a collaborative environment while making a meaningful impact on clients' insurance needs.
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Contact Detail:

Vero HR Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Sales Executive

✨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 Sales Executive role.

✨Tip Number 2

Practice your pitch! You never know when an opportunity might pop up, so be ready to talk about your experience and what you can bring to the table. Keep it concise, engaging, and tailored to the needs of potential employers in the SME insurance sector.

✨Tip Number 3

Follow up on leads! If you’ve had conversations or submitted applications, don’t just sit back and wait. A quick follow-up email can show your enthusiasm and keep you top of mind for hiring managers looking for a driven sales professional.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you stand out. Plus, applying directly can sometimes give you an edge over other candidates. So, don’t hesitate – get your application in and let’s get you that job!

We think you need these skills to ace Client Sales Executive

Sales Experience
Insurance Broking
Financial Services Knowledge
Communication Skills
Interpersonal Skills
Proactive Mindset
Commercial Awareness
Multi-tasking Ability
Client Management
Decision-Making Skills
Record Keeping
Cross-Selling
Upselling
Team Collaboration
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of Client Sales Executive. Highlight your sales experience and any relevant insurance knowledge, as this will show us you’re the right fit for our fast-growing team.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about insurance and how your skills can help drive our business forward. Keep it engaging and personal!

Showcase Your Achievements: Don’t just list your responsibilities; we want to see your successes! Include specific examples of how you’ve met or exceeded sales targets in the past. Numbers speak volumes!

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 get you on our radar quickly!

How to prepare for a job interview at Vero HR

✨Know Your Insurance Stuff

Make sure you brush up on your insurance knowledge, especially around SME solutions. Understand the common needs of small to medium-sized businesses and be ready to discuss how you can tailor solutions to meet those needs.

✨Show Off Your Sales Skills

Prepare specific examples of how you've driven sales in the past. Think about times when you've successfully converted leads or identified upsell opportunities. This will demonstrate your proactive approach and commercial mindset.

✨Practice Your Communication

Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable discussing your experience and handling client enquiries.

✨Be Ready to Collaborate

This role involves working closely with internal teams, so be prepared to discuss how you've successfully collaborated in the past. Highlight any experiences where teamwork led to improved client outcomes or streamlined processes.

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