Salary: Starting from £23,500.00 (depending on experience) plus benefits.

Working hours: 37.5 hours per week

Duration: Permanent

Location: Eastleigh

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Sales Agent to join our Sales team in their Eastleigh office.

To work as part of the New Business Team in providing quotations, providing expert advice for our new customer base. Build and maintain your own pipeline in order to successfully meet the targets which have been set by the Operation. Must be able to demonstrate a high level of customer service and adhere to Company and trade regulations at all times. Develop good working relationships between departments and your peers.

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation. 

Key responsibilities

• Achieve individual objectives and key performance indicators as set and agreed
  
• Attend daily Buzz Meetings starting at 8.50am with your team
  
• Undertaking telephone-based quotes with prospective clients using fact find to capture data
  
• Researching the market and providing quotes and information to clients relevant to the protection they require
  
• Follow up calls to clients to chase decisions, progress of quote etc.
  
• Overcoming objections and promoting the key selling features of the recommended insurer
  
• Applying for cover on the insurers site and follow up progress
  
• Liaising with underwriters to gain an idea if cover will be covered and on what terms to advise client
  
• Ensure all policy administration is dealt with in a professional and timely manner
  
• Adhere to all Company, regulatory and compliance guideline requirements
  
• Maintain own technical competence
  
• Support colleagues from all areas of the business as required

Knowledge, skills and experience

• Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
  
• Confident and capable of building rapport over the telephone to provide an excellent client experience
  
• Ability to work in a regulated, compliant and client focussed environment
  
• Organised, resourceful, deadline driven and supportive of the wider team
  
• Quality orientated with great attention to detail
  
• IT literate
  
• Excellent interpersonal skills with ability to communicate well verbally and in the written word, listening, relationship management and communication skills
  
• Good understanding of the Commercial Insurance market
  
• Commission / target driven with previous sales experience
  
• Ability to overcome objections
  
• Previous new business experience (not insurance specific as training will be given)
  
• Ability to work independently, using personal judgement whilst operating within specific guidelines when reviewing underwriting terms and premiums.
  
• Excellent time management and ability to prioritise workload
• Hold a Chartered Insurance Institute Certificate in Insurance (or willing to work towards)

What we offer

• 28 days annual leave plus bank holidays
• Your birthday off
• Group Personal Pension
• Bonus scheme
• A holiday buy scheme 
• An array of health and wellbeing benefits, company cash plan, income protection and life assurance
• Enhanced sick pay and parental leave
• Support and funding toward study and professional qualifications
• Paid time off for volunteering

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.