An opportunity has arisen to work for an established branch of a professional services company based within the Telford area. They are looking to recruit an experienced Insurance Sales Executive to join their existing team on a permanent basis. As the business is looking to continue to grow and expand, they are looking to really push sales in commercial policies sector which they already have a great established portfolio in the area, but they know this is an area that they can massively expand upon. Therefore, want to bring in a sales executive to specifically specialise in this insurance. Commercial insurance experience is no essential, however we are looking to find a sales professional that has experience with financial services and has been accredited to give advice in that sector.
Duties include:
- Respond to enquiries from local business to discuss insurance requirements.
- Ensure a full and thorough fact find has been completed to ensure that you can give the best advice on suitability of products.
- Build customised quotations based on clients’ needs.
- Complete the sale of insurance products, leading them through all required information to ensure the policy is set up correctly.
- Ensure that all documentation is completed correctly and a record of any advice that has been given is stored on file.
- Providing client with an excellent customer service experience.
- Helping clients with any questions or building quotations
- Fact finding with clients to understand requirements to build up a customised quotation.
- Discussing additional options and services to promote further purchases that are relevant to the client’s needs.
- Ensuring all documentation has been generated correctly and passed to clients to review.
- Creating a diary reminder to check back with clients at a specific timescale in the future to see if they wish to order from you again.
- Assisting the client with amending orders where required
- Providing customers with an excellent aftercare service, giving the necessary service and advice that they require.
- Any additional administrative duties to support your clients and the wider team.
Skills and Experience:
To be considered for this excellent opportunity, we are looking for a bright, professional, and dynamic individual that has experience of working in Sales from with the financial services sector. This could be in from insurance, mortgages, investments – we are just keen to find a sales professional that has worked with “Advised Sales”, and you are family and confident to question effectively and give advice on products / services and complete the required documentation. You will be comfortable juggling a busy workload at times, but still ensuring a consistently high quality of service is always provided and you build a lasting rapport with clients.
The application process:
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We will carefully consider your details and advise you if we’re able to progress with your application within 72 working hours. If you do not hear from us within this time your details won’t be retained. So, if you’re not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment.
