Overview
Sales Adviser (Naturesave) role at Lloyd & Whyte. Part of Benefact Group. Location: Totnes office initially with probation; hybrid working (60% office / 40% home after probation).
What You'll Be Doing
* Provide professional support and insurance advice to clients ensuring high levels of service and client satisfaction.
* Process new business quotations and/or presentations to market on behalf of Account Executives within requested timescales.
* Answer client queries, manage new business, renewals and mid-term adjustments in a professional and timely manner.
* Proactively inform clients of alternative products, advise on potential gaps in cover, and provide effective insurance reviews.
* Ensure all policy administration is handled professionally and promptly, supporting colleagues across the business as required.
What You'll Need To Have
* Proven experience of the UK Insurance Industry.
* Confident in building rapport over the telephone to provide an excellent client experience.
* Tenacious, target driven and highly motivated to meet and exceed sales targets.
* Ability to work in a regulated, compliant and client-focused environment.
* Willingness to work towards Cert CII qualification.
What Makes You Stand Out
* Hold or be willing to work towards a Chartered Insurance Institute Certificate in Insurance.
Salary and Benefits
* Salary: Up to £35,000.00 (depending on experience)
* Working hours: 35 hours per week
* Duration: Permanent
* Location: Exeter / Devon (initial Totnes office)
* 28 days annual leave plus bank holidays; Your birthday off
* Group Personal Pension; Bonus scheme; Holiday buy scheme
* Health and wellbeing benefits, income protection and life assurance
* Support toward study and professional qualifications; Enhanced sick pay and parental leave
About The Group
Lloyd & Whyte, part of Benefact Group, are a specialist insurance provider with a broad range of services. Benefact Group is a charity-owned international financial services group with a history of giving and a culture focused on inclusion and development. We welcome applications from everyone.
Hear from the Hiring Manager
“At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a team where your work protects communities and the environment.”
Equal Opportunity
We are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We welcome applications from everyone.
What We Offer
* Directory of Social Change’s UK Guides to Company Giving 2017-26
Note: This description is focused on the role responsibilities, requirements and the terms of employment. If you need any additional support during the recruitment process, please let us know.
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