Job ID 1185519
Career Level Manager
Title : New Business Sales Executive
The role is based in the clients London Office and Hybrid
Salary to £55K
Due to continued expansion, we have a full-time vacancy to join our team, with minimum 4/5 years’ experience and a proven track record in generating and securing New Business Sales.
To identify and respond to opportunities to increase the company’s insurance income
To generate, develop and secure new business for the Corporate Team
To collaborate with specialist market colleagues within the Group to ensure successful outcomes for any new business initiatives
To develop and maintain a Lead and Prospect Plan to ensure the Team is able to meet fiscal new business targets.
Proactively target prospective Clients using existing marketing material and where relevant liaise with Marketing Team to devise materials as necessary and to support any new business initiative. Main duties/responsibilities:
To achieve any personal or team business production targets set and agreed with your Manager
Produce new business from referrals and proactive sales activity
Establish strong relationships with potential clients, influencers and suppliers
To work closely with the financial services team in seeking opportunities to develop business for one another
To correctly assess clients’ and prospective clients’ demands and needs and recommend appropriate products wherever possible
Comply with regulatory requirements, industry codes of practice and the Company’s own procedures and rules
To ensure that any clients with whom you deal are treated fairly at all times
To be aware of and manage any potential conflict of interest
Immediately refer any complaints from customers or insurers to a Director.
Undergo training in line with agreed objectives, keep up to date with technical, legal and market developments and participate fully with T&C procedures
Maintain and develop personal knowledge and skills through Continuing Professional Development (CPD)
To develop and maintain good working relationships with clients, colleagues, insurers and other suppliers
To immediately advise your Manager of any problem, issue or request which falls outside your authority, level of experience or knowledge, or which could in any way detract from your ability to achieve your work objectives
Undertake any additional duties which have been specifically assigned to you and/or may be reasonably requested by your Manager or the Directors
Seek to promote the services of the entire Group Critical Competencies
Efficiency – able to produce significant output with minimal wasted effort
Honesty/integrity – does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is politically expedient. Speaks plainly and truthfully
Organization and planning – Plans, organises, schedules, and budgets in an efficient, productive manner. Focuses on key priorities.
Follow-through on commitments – lives up to verbal and written agreements
Intelligence – learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new in-formation
Analytical skills – able to structure and process qualitative or quantitative data and draw insightful conclusions from it. Exhibits a probing mind and achieves penetrating insights
Attention to detail – does not let important details slip through the cracks or derail a project
Persistence – demonstrates tenacity and willingness to go the distance to get something done
Proactivity – acts without being told what to do. Brings new ideas to the company
Flexibility/adaptability – adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
Calm under pressure – maintains stable performance when under heavy pressure or stress
Creativity/innovation – generates new and innovative approaches to problems
Enthusiasm – exhibits passion and excitement over work. Has a can-do attitude
Work ethic – possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
High standards – expects personal performance and team performance to be nothing short of the best
IT knowledge/understanding required – at intermediate to the extent that it relates to the Job, electronic mail, the internet, Microsoft Word and Microsoft Excel, Data Protection, at basic level – Microsoft Access