Client Executive

The primary purpose of this role is to develop, grow and retain a personal portfolio of insurance clients and to achieve overall financial targets, whilst driving sales and business development within you team.

Key responsibilities and tasks

• Establish and maintain deep relationships with clients and be seen as the trusted adviser to senior stakeholders.
• Use our Partners& Difference and Client Journey methodology, collaborating with our wider internal teams, to help clients understand the risks they face and build a greater resilience into their businesses.
• Develop and implement effective sales strategies to meet and exceed sales targets, building and managing a personal pipeline of potential clients.
• Ability to think strategically about the client base and proactively bring opportunities/ideas to the wider trading teams.
• Ability to use technical knowledge to shape discussions with clients and provide guidance to the client teams.
• Upholding our compliance and Client Journey standards to the highest level.
• Providing accurate sales forecasts to the Regional Sales Director / Regional Managing Partner.
• Using business development resources to grow our portfolio of new clients.
• Acts as a client leader across a portfolio of clients with complex requirements.
• Working in conjunction with the regional placement partners to ensure challenging risks are placed in a timely manner for the benefit of the client.
• To use client applications accurately and as defined by the business.
• To act upon feedback to ensure appropriate remediation plans are put in place.
• To maintain own learning and continuous professional development.
• Alignment with Partners& PACE values.

Qualifications

• CII and working towards further qualifications.
• Solid industry knowledge to be able to create the partnership required with clients and client teams.
• Demonstrable ability to provide a responsive first-class service to clients.
• Ability to exceed individual and team deadlines.
• Strong business acumen and ability to understand complex insurance products.
• Self-motivated and target-oriented with a drive for results.
• Ability to work independently and as part of a team in a fast-paced environment.
• Demonstrated ability to prospect, negotiate, and close deals effectively.
• Ability to identify client needs and offer tailored insurance solutions to address their challenges.
• Flexibility to adapt to changing market conditions, client preferences, and organizational priorities.
• Ability to handle rejection, overcome objections, and persist in pursuing sales opportunities.
• Capacity to analyse sales data, identify trends, and make informed decisions to drive sales growth.
• Working knowledge of FCA compliance rules.

If you're considering a new chapter in your career and would like to work with a people-centric, collaborative, and values-driven business, we have an opportunity for you. We're looking for positive people with a can-do attitude to join our Partners& family.

We are a rapidly growing business that is passionate about our people and clients. Our purpose is to interact with clients in a more holistic and dynamic way and to challenge the norm. We have created an ecosystem that includes other like-minded professionals & we believe having great individuals in our business makes for a great client experience.

• 30 days holiday + bank holidays
• Private Medical Insurance
• Group Life Assurance
• Group Income Protection
• Please complete the simple form below and we will arrange for a specialist adviser to contact you.
• Are you returning to work after a career break?
  • Yes
  • No
• Please upload your CV Accepted file types: pdf, doc, docx Max. file size: 10 MB.