Sales Executive

Benefact Group

Sales Executive at Lloyd & Whyte providing quotations and expert advice for prospective clients. Building and maintaining pipelines to meet operational targets in the insurance sector.

Posted 7/14/2026full-timeEastleigh • 🇬🇧 United KingdomMid-LevelSenior💰 £32,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in telephone-based sales and client relationship management within the insurance sector, with a strong focus on compliance and delivering excellent client experiences. Proficient in market research and underwriting processes to provide accurate quotes and advice.

Highest-signal resume keywords

Target-Driven Sales ExperienceInsurance Industry KnowledgeClient Relationship ManagementChartered Insurance Institute CertificateRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Telephone-Based QuotingMarket ResearchUnderwriting ReviewData CaptureObjection Handling

Soft Skills

Interpersonal SkillsCommunication SkillsOrganizational SkillsResourcefulnessTeam Support

Certifications & Qualifications

Chartered Insurance Institute Certificate in Insurance

Industry Keywords

InsuranceClient ExperienceRegulated EnvironmentSales RolePremium Review

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