Salary: Circa £40,000.00 (depending on experience)

Working hours: 35 hours per week

Duration: Permanent

Location: Somerset

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Sales Executive to join our Affinity GI team in their Taunton office.

The ideal candidate will provide exceptional service and advice to clients in order to maximise client satisfaction, achieving new business and related product income targets, maintaining the highest retention levels in support of the overall business strategy.

This is a hybrid role with the expectation to be based in our Taunton office 2-3 days per week.

Why join us?

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities within a rapidly growing, innovative Group—where all profits go to charity and good causes.

What you'll be doing

• Be an expert in providing holistic insurance reviews for commercial clients, identifying and promoting related insurance products working with both new and existing business clients
• Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
• Support colleagues in their professional development , including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels
• Continuously improve and maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
• Visit/arrange video meetings with clients and attend exhibitions in a professional manner when required by the business

What you'll need to have

• Proven experience in a fast paced, sales focused environment
• Confident and capable of building long term rapport over the telephone, face to face or by video meeting to provide an excellent client experience
• Ability and willingness to talk to clients holistically and inspire people through motivational coaching and training
• Organised, resourceful, deadline driven and supportive of the wider team
• Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes

What makes you stand out

• Hold a Chartered Insurance Institute Certificate in Insurance
• Willing to work towards Chartered Insurance Institute Diploma in Insurance

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 have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. 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.

*Directory of Social Change’s UK Guides to Company Giving 2017-26