Pre-sales Executive

Join an Innovative Team as a Pre-Sales Executive!

Based in Gloucester, they’re not just another insurance broker—they’re part of a major group redefining the industry. With their 10-year anniversary just around the corner, they’re celebrating a decade of doing things differently. If you’re ready to be part of a forward-thinking, exciting, and people-focused team, we’d love to hear from you!

The Role
As a Pre-Sales Executive, you’ll be the first point of contact for businesses exploring their insurance options. Working with leads from our website, trusted partners, and other sources, you’ll qualify prospects and set them up for success with our expert Sales Executives. Your mission? To create a seamless and positive experience that stands out from the crowd.

What You’ll Be Doing:

• Lead Qualifying: Transform inquiries into actionable opportunities by understanding business insurance needs.
• Customer Engagement: Bring your energy and professionalism to every conversation, leaving a lasting impression.
• CRM Management: Keep our database spotless with accurate, up-to-date client details.
• Team Collaboration: Work hand-in-hand with advisors to ensure a smooth transition for qualified leads.
• Hitting Targets: Meet and exceed lead qualification goals with quality and efficiency.

What We’re Looking For:

• Sales/Customer Service Experience: A track record of outbound calling or lead qualification is a must.
• Fantastic Communicator: You’ve got the gift of the gab and know how to listen, too.
• Detail-Oriented: Precision and organization are in your DNA.

Benefits:

• 26 days holiday + bank holidays, with an annual option to buy additional days
• Death in Service benefit of 4x salary
• Company pension scheme (3% employer, 5% employee contributions)
• 6 months maternity & paternity leave package
• 4-weeks company sick pay
• Employee welfare package
• Cycle to work scheme
• Discounted perks package
• Professional study options
• Discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more!

Interested? Send your most up-to-date CV to Natalie at i2i recruitment today!

Our mission of 'Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.

We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.