Professional Placement (Southern) Ltd
We are looking for a Bespoke Insurance Adviser to join our expanding Financial Services team, someone who enjoys building relationships, understands that trust matters in insurance, and values relationships, and working within a close-knit team
Duties and responsibilities
This is a relationship-led insurance sales role, combining telephone, digital, and face-to-face activity. You will be responsible for generating and converting new MNW/HNW and commercial business through a blend of proactive prospecting (calls, emails, social media, networking), local knowledge, referrals, and word-of-mouth opportunities. You will also be able to leverage our existing client bank to support new business acquisition and introductions. You will meet clients both over the phone and in person at their premises, taking the time to genuinely understand their business, risks, and future plans. Our USP is personable service, expert advice, and a deep understanding of our clients’ insurance requirements.
- Generate new MNW/HNW and Commercial insurance opportunities through access to our large and broad client base
- Proactive prospecting and networking
- Build and manage your own pipeline of prospects and opportunities
- Advise clients on appropriate bespoke personal lines and commercial insurance solutions
- Convert opportunities into sustainable, long-term client relationships
- Identify and cross-sell appropriate additional covers
- Work accurately and compliantly within a regulated environment
Experience and qualifications
- Be confident speaking with Private Clients, Business owners and decision-makers
- Enjoy building long-term relationships rather than transactional sales
- Be organised, self-motivated, and comfortable managing your own workload
- Take pride in providing expert advice and doing things properly
- Be able to demonstrate the ability to learn and advise on a technical subject matter
- Value working within a supportive, close-knit team environment
Benefits
- Competitive basic salary with a generous bonus structure
- 25 days holiday plus bank holidays
- Company pension
- Clear career progression within an exciting new business arm of a large financial services company
- On-site parking
- The opportunity to build a genuine client portfolio and long-term career
- Mon- Fri 9-5
Company culture
If you’re driven, personable, and ready to be part of a successful and growing local agency, we’d love to hear from you.
To apply for this job please visit www.reed.co.uk.
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