Sales Executive B2B
Posted 1 day 3 hours ago by HELEN FALLON CONSULTING LTD
Sales Executive up to 33K plus monthly bonus & car allowance, Witney, HYBRID
The Role
As a Sales Executive you will play a pivotal role in expanding our clients portfolio across various industries. You'll be the face of the business attending networking events, building a personal brand in the local market, and transforming new business inquiries into tailored solutions.
Key Responsibilities:
- Conduct detailed fact-find meetings (in-person or virtually) to deeply understand each client's unique risk profile and protection needs
- Offer expert advice across key commercial lines, including Property, Liability, Professional Lines, and Cyber Insurance
- Collate recommendations, present clear proposals, and process all policy documentation, invoices, and finance agreements to ensure clients are seamlessly and properly protected
- Take ownership of your pipeline and deliver against key financial performance targets
- Attend networking events, industry meetups, and local business functions to generate a steady flow of commercial insurance leads and build a strong professional network
About You
We're looking for a proactive self-starter who loves meeting people and takes real accountability for their success.
What you bring to the table:
- Solid understanding or background in commercial insurance lines (or broader financial services)
- Proven ability to engage with decision-makers, present yourself professionally at networking events, and establish rapport quickly
- Highly self-motivated with a track record of meeting or exceeding performance targets
- Clear, persuasive, and empathetic communication skills both verbally and in writing
- Standard IT skills, comfortable using Microsoft Office and modern CRM systems
- Uncompromising honesty, integrity, diligence, and a team-first mindset
Ready to Make Your Mark?
If you have the drive to attend events, build a high-performing desk, and offer genuine value to commercial clients, we want to hear from you.
Apply today with your CV to take the next step in your commercial insurance career!