The primary purpose of this role is to develop, grow, and retain a personal portfolio of insurance clients and to achieve overall financial targets, whilst driving sales and business development within your team.
Key responsibilities and tasks
* Establish and maintain deep relationships with clients and be seen as the trusted adviser to senior stakeholders.
* Use our Partners & Difference and Client Journey methodology, collaborating with our wider internal teams, to help clients understand the risks they face and build greater resilience into their businesses.
* Develop and implement effective sales strategies to meet and exceed sales targets, building and managing a personal pipeline of potential clients.
* Think strategically about the client base and proactively bring opportunities and ideas to the wider trading teams.
* Use technical knowledge to shape discussions with clients and provide guidance to client teams.
* Uphold our compliance and Client Journey standards to the highest level.
* Provide accurate sales forecasts to the Regional Sales Director / Regional Managing Partner.
* Utilize business development resources to grow our portfolio of new clients.
* Act as a client leader across a portfolio with complex requirements.
* Work with regional placement partners to ensure risks are placed timely for client benefit.
* Use client applications accurately and as defined by the business.
* Act on feedback to implement remediation plans.
* Maintain ongoing professional development and learning.
* Align with Partners & PACE values.
Qualifications
* CII qualification and working towards further qualifications.
* Solid industry knowledge for effective client partnership.
* Ability to deliver responsive, first-class service.
* Ability to meet and exceed deadlines.
* Strong business acumen and understanding of complex insurance products.
* Self-motivated, target-oriented with a results-driven attitude.
* Ability to work independently and collaboratively in a fast-paced environment.
* Proven prospecting, negotiating, and closing skills.
* Ability to identify client needs and offer tailored insurance solutions.
* Flexibility to adapt to market and organizational changes.
* Resilience to handle rejection and objections.
* Analytical skills to interpret sales data and identify trends.
* Knowledge of FCA compliance rules.
If you’re considering a new chapter in your career and want to work with a people-centric, collaborative, and values-driven business, we have an opportunity for you. We’re looking for positive individuals with a can-do attitude to join our Partners & family.
We are a rapidly growing business passionate about our people and clients. Our purpose is to engage with clients holistically and dynamically, challenging the norm. We’ve created an ecosystem with like-minded professionals, believing that great individuals make for a great client experience.
* 30 days holiday plus bank holidays
* Private Medical Insurance
* Group Life Assurance
* Group Income Protection
* Please complete the form below, and a specialist adviser will contact you.
* Are you returning to work after a career break?
o Yes
o No
* Please upload your CV (pdf, doc, docx; max 10 MB)
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