Insurance Sales Executive

An established and growing independent insurance broker based in Bristol is seeking motivated and ambitious Sales Executives to join its expanding team. This is an excellent opportunity for individuals looking to build a rewarding career in sales, with full training provided and no prior insurance experience required.The Opportunity The successful candidates will play a key role in driving the company's growth by identifying and developing new business opportunities. Working closely with the broking and marketing teams, they will act as the first point of contact for prospective clients, generating high-quality leads and contributing to the overall success of the business. This role would suit confident communicators who enjoy building relationships, have a proactive mindset, and are eager to develop within a professional and supportive environment.Key Responsibilities

• Proactively contact prospective clients to identify potential opportunities and conduct fact-finding conversations
• Generate and qualify leads, passing warm opportunities to the broking team
• Build strong relationships with prospective clients and identify new business avenues
• Support wider sales strategies, including attending events and developing introducer relationships
• Identify and contribute to strategic opportunities to maximise company sales
• Maintain accurate records, detailed notes, and schedule appointments for brokers
• Work collaboratively with internal teams to enhance client communication and engagement
• Ensure all activities comply with regulatory requirements and internal procedures
• Uphold high standards of client service and professionalism at all times
• Participate in ongoing training and development to build industry knowledge

About You

• Strong communication and interpersonal skills
• Self-motivated, target-driven, and eager to succeed
• Organised with good attention to detail
• Comfortable using IT systems including Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Willingness to learn and develop knowledge of the insurance industry
• A team player who can also work independently

What's on Offer

• Full training and support, including industry and systems training
• Clear career progression within a growing independent broker
• A supportive and collaborative working environment
• Opportunity to develop long-term skills in sales and financial services

This is a fantastic opportunity for someone looking to break into the insurance sector or build a career in sales within a reputable and forward-thinking business.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.