Drive client acquisition and revenue growth by building and managing relationships with new and existing clients.
Key Responsibilities:
Achieve a monthly income target of £7,500 and take ownership of performance.
Generate leads and secure new business through verbal and written communication.
Identify and develop business opportunities.
Assess risks and present them to insurers and decision-makers.
Negotiate terms with insurers and process policy quotes.
Develop strategies to enhance growth and improve processes.
Convert inquiries into sales to meet business targets.
Maintain accurate client records and prepare quotations.
Promote and sell company products and services, meeting monthly and annual goals.
Cross-sell relevant insurance products based on client needs.
Handle technical queries from clients and insurers.
Deliver excellent customer service by addressing queries promptly.
Stay updated on company processes and industry changes.
Participate in team meetings and share best practices.
Support projects as needed.
Keep systems updated to ensure accurate reporting and compliance.
Complete required training and development hours for CPD and regulatory compliance.
Adhere to regulatory principles and company policies to protect clients and business interests.
Knowledge & Experience:
Proven sales experience and ability to manage client relationships.
Track record of meeting or exceeding sales targets.
Knowledge of insurance and broking (preferred).
Willingness to pursue professional qualifications (CII preferred).
Skills:
Strong drive to develop within insurance and sales.
Excellent communication, negotiation, and listening skills.
Resilience under pressure and adaptability to industry changes.
Ability to work independently and manage workload effectively.
Proficiency in Microsoft Office (Word, Excel, Outlook).
Professional and articulate in verbal and written communication.
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