Sales Agent

Benefact Group

Sales Agent providing telephone-based quotations and expert advice at Lloyd & Whyte in Eastleigh. Building and maintaining client relationships in a target-driven environment.

Posted 5/26/2026full-timeEastleigh • 🇬🇧 United KingdomMid-LevelSenior💰 £30,000 per yearWebsite

About the role

Key responsibilities & impact

Undertaking telephone-based quotes with potential clients using fact find to capture data.
Researching the market and providing quotes and information to clients relevant to the protection they require
Overcoming objections and promoting the key selling features of the recommended insurer
Liaising with underwriters to gain an idea if cover will be covered and on what terms to advise client

Requirements

What you’ll need

Previous experience within a target-driven sales role, preferably within the insurance industry
Confident and capable of building rapport over the telephone to provide an excellent client experience
Ability to work independently, using personal judgement whilst operating within specific guidelines when reviewing underwriting terms and premiums.
Ability to work in a regulated, compliant and client focussed environment
Organised, resourceful, deadline driven and supportive of the wider team
Excellent interpersonal skills with ability to communicate well verbally and in the written word, listening, relationship management and communication skills
Chartered Insurance Institute Certificate in Insurance (or willing to work towards).

Benefits

Comp & perks

28 days annual leave plus bank holidays
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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

building rapportclient experienceindependent workpersonal judgementorganisedresourcefuldeadline driveninterpersonal skillscommunication skillsrelationship management

Certifications

Chartered Insurance Institute Certificate in Insurance