Sales Associate (Private Clients GB Retail)

WTW group; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading global corporate insurance firm is seeking a Sales Associate to provide high-quality service to private clients, ensuring their insurance needs are met. You will manage client relationships, deliver excellent customer service, and achieve sales targets. The ideal candidate has experience in the Private Client sector and strong negotiation skills. The role offers a comprehensive benefits package, including a flexible work environment and various additional perks for your professional and personal wellbeing.

Benefits

25 days of annual leave plus WTW day

Private healthcare and life insurance

Defined contribution pension scheme with matched contributions up to 10%

Employee assistance programme

Fully paid volunteer day

Electric vehicle car scheme

Cycle-to-work programme

Dental and optical cover

Qualifications

• Experience of preparing and using MRCs preferred but not essential.
• Strong personal management skills with a proven track record of managing your own workloads and delivering excellent levels of client service.
• A sales mentality, as targets will be a part of this role.

Responsibilities

• Deliver a high level of customer service while maintaining confidentiality.
• Manage and develop client and insurer relationships for business growth.
• Prepare London market broking documentation, including insurance market presentations.

Skills

Private Client sector experience

Strong communication skills

Negotiation skills

Problem-solving skills

Attention to detail

Job description

Description

As part of the wider GB Retail team Private Clients look after the personal insurance needs of both mid net-worth and high net worth individuals. These include the decision makers of our corporate clients, numerous members of the Sunday Times ‘Rich List’ and a host of familiar public names. Our service is of the highest and most confidential nature.

We are looking for a Sales associate to join our team. You will have an excellent client focus and a proven track record for delivering the highest levels of direct client service, with the ability to analyze situations and provide optimum solutions for clients. Our ideal candidate will have experience in the Private Client sector.

The Role

Reporting to the Head of Sales and Strategy and working as part of an established team of Sales Associates, the successful candidate will be responsible for delivering quality service and cover to new Willis clients. You will manage and develop existing client and insurer relationships for the good of the business, providing the appropriate advice and subject matter expertise required to deliver a class-leading service and ensure that we have the right insurances in place to fulfil our clients’ demands and needs.

• Deliver a high level of customer service and maintain confidentiality at all times.
• Develop a strong relationship with your clients, understanding their insurance needs and ensuring that these are fulfilled.
• Day to day client service, answering queries received directly from clients, cover advice on scenarios applied across entire insurance portfolio.
• Preparing London market broking documentation including insurance market presentations and use of Willis systems and documentation.
• Negotiate favourable terms with insurers, whether on your own or working as part of a team.
• Ensure quarterly sales targets are met, cross-sell and up-sell opportunities are fulfilled.
• Encourage new business referrals and recommendations from your existing clients.
• Always operate within the business procedures and requirements.
• Apply FCA operating principles and always work in accordance with Treating Customers Fairly.
• Manage and control your workflows, team working to ensure these are kept up to date.

Qualifications

What you'll bring

• Private Client sector experience
• Experience of preparing and using MRCs preferred but not essential
• Strong personal management skills with a proven track record of managing your own workloads and delivering excellent levels of client service
• A sales mentality, targets will be a part of this role and will need to be delivered upon
• Strong communication, negotiation and influencing skills
• Skills in problem solving
• Concern for accuracy, quality and attention to detail.

What we offer

Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.

We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.

Equal Opportunity Employer

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please [e-mail]