Client Sales Executive

  • Vero HR
  • Halton, Lancashire
  • Dec 04, 2025
Full time Accounting

Job Description

About the opportunity:

We are the internal recruitment partner for our client, a fast-growing and forward-thinking SME insurance broker.

We're looking for a driven and commercially minded insurance professional to join their New Business Broking Team, based at one of our clients' sites in Lancaster, Swindon, or the surrounding areas.

This is a key role, managing a portfolio of SME clients and providing tailored insurance solutions. You'll be responsible for delivering outstanding service, driving individual and team sales targets, and supporting the growth of the business.

Responsibilities:

  • Provide SME customers with insurance solutions to meet their individual needs.
  • Manage inbound leads from web-generated enquiries, including renewals and quotes, and follow up to ensure conversion.
  • Drive organic income growth by identifying cross-sell and upsell opportunities and managing them through to successful completion.
  • Collaborate closely with internal teams, including finance and support colleagues, to deliver an efficient and seamless client experience.
  • Maintain accurate records using Acturis
  • Work towards industry-standard qualifications such as CII to support career progression.
  • Meet and exceed individual and team sales targets.

Requirements:

  • Sales experience is essential; insurance broking or financial services experience is desirable.
  • Excellent communication and interpersonal skills.
  • Proactive and commercially minded, with the ability to manage multiple tasks efficiently.
  • Confident in handling clients and managing enquiries professionally.
  • Ability to work under pressure, assimilate information quickly, and make informed decisions.
  • Willingness to work towards industry-standard qualifications.

In return we are offering:

  • A salary of 26,500 - 30,000 per annum depending on experience.
  • Monthly bonus scheme up to 500.
  • Hybrid working following 6-month training programme.
  • Free onsite parking.
  • 25 days holiday entitlement with the option to buy additional holidays.
  • Generous pension contributions.
  • Comprehensive training and development opportunities.
  • Discount on a range of insurance products for you and your family, including car and home insurance.

If you're a driven sales professional looking to grow your career in a fast-moving SME insurance environment - we'd love to hear from you.