Fully remote /Hybrid- UK or Ireland

Role Overview

Our clients are looking for an ambitious and motivated Sales Executive to support the growth of or clients Employee Assistance Programme (EAP) across the UK and Ireland. Working closely with the EAP Sales Manager, you will help generate new business opportunities, nurture leads, and assist in driving revenue. This is an excellent opportunity for someone early in their sales career to develop within a supportive, purpose-driven team.

Key Responsibilities

• Lead Generation & Outreach
  • Research and identify potential clients across key markets.
  • Conduct outreach via email, phone, LinkedIn, and other channels to build a pipeline of qualified leads.
  • Book and coordinate meetings and demos for the Sales Manager or yourself, as appropriate.
• Sales Support
  • Assist the Sales Manager throughout the sales cycle, from lead qualification to proposal preparation.
  • Help develop tailored pitch materials and follow-up communications.
  • Maintain and update all activities and leads in their Hubspot CRM.
• CRM & Reporting
  • Keep accurate records of sales activity and client interactions in Hubspot.
  • Support the production of regular reports on progress, pipeline status, and campaign performance.
• Collaboration & Learning
  • Work collaboratively with the Marketing team on outreach campaigns and lead nurturing strategies.
  • Learn from and be mentored by the Sales Manager and other team members to improve sales skills and product knowledge.
  • Stay up to date on industry trends, wellbeing topics, and competitor offerings.

Qualifications and Experience

• 1–2 years of experience in a sales, business development, or client-facing role (preferably in B2B or tech).
• Strong communication and interpersonal skills.
• Self-motivated, organised, and comfortable working in a fast-paced, target-driven environment.
• Familiarity with CRM systems like Hubspot is an advantage but not essential.
• A genuine interest in health, wellbeing, or HR tech is a plus.

What Our Clients Offer

• Competitive salary with performance-based bonus
• Clear career development path within a growing team
• Flexible, remote-friendly working model
• Comprehensive onboarding and ongoing mentorship
• A chance to contribute to a company with real social impact

OTE 100K 

 

 

 

Home Based / Hybrid Working 

Job purpose summary

To advise a portfolio of Corporate (large) clients on our clients benefits and wellbeing programmes, with a specialist knowledge of Group Risk needs and products.

This senior role requires the right individual to be able to build client relationships at the highest levels, advise clients across all aspects of benefits and wellbeing and create and close opportunities to grow our clients role and revenue within that portfolio.

With support from Account Managers within the Corporate Operations Team, you will oversee the renewal cycle and market reviews for those clients and be a point of escalation for service and delivery needs and issues.

Key responsibilities & accountabilities

As a Senior Consultant, your role is to deliver to clients and help grow our clients role with them.

Client responsibilities will including:

• Maintain a personal portfolio of clients for whom you deliver consulting and broking services. For this role, the portfolio will be approximately 20 clients, with a value in excess of £400k per annum;
• Develop strong relationships with those clients, to ensure their satisfaction and continued business;
• Manage the renewal and review cycle for the group risk products for that portfolio of clients;
• Create and identify opportunities to grow our clients role with those clients and generate more revenue. For this role, the growth target across all lines of business will be approximately £80k per annum; and
• Work with the wider HEBW team to ensure all other services are effectively delivered to those clients.

Other responsibilities:

• Maintain an expert knowledge of group risk market and products, to be able to provide the highest levels of service to clients and act as a point of reference for the consultants;
• Develop strong working relationships with the HEBW health, flex and pensions teams, to ensure client opportunities are being uncovered, developed and closed;
• Work with the wider business to develop and strengthen our risk & protection proposition, such that they look to us a leading employee benefits consultancy, able to service their needs; and
• Work with group risk providers to ensure their delivery to our clients, client base.

Due to the changing nature of our clients business, the jobholder may from time to time be required to undertake other activities of a similar nature that fall within their capabilities.

 Skills, abilities & personal qualities

• Interpersonal skills – the ability to create trust and confidence within the team and wider HEBW business
• Communication skills – the ability to negotiate, influence and demonstrate empathy as required
• Creativity - construct effective customer solutions reflecting the needs of the client
• Commerciality – work in a way that creates financial opportunities for the business and protects revenue
• Professionalism – able to consistently deliver to the highest standards and expectations of their clients
• Self-development – continue to learn and grow, as required by the different responsibilities of the role
• Organisation & Time management - highly effective at managing a busy schedule of work
• Analytical Skills - highly effective at questioning clients and analysing data and info to determine actions
• IT Skills – strong application skills, especially the Microsoft Office suite of products
• Qualifications – have or study towards the appropriate industry qualifications, including GR1

 

Salary £80K plus bonus

 

 

 

Hybrid Working - London or South

Purpose

The purpose of this role is to provide service delivery to clients across the People Solutions practice. Responsible for supporting consultants on larger accounts and leading smaller accounts in providing client services for an assigned book of global employee benefits business. Key tasks and duties are summarised below and are largely around becoming a rounded consultant with a focus on effectively delivering to clients, managing workload effectively and developing yourself and other members of the team to add value – including making connections across the business and accessing resources to solve problems.

 

Key Tasks & Duties

CLIENT FOCUS/MANAGEMENT Lead small-mid sized accounts including the preparation of client deliverables and materials across the range of global benefit propositions and services. Work with consultants on larger/more complex accounts to prepare client deliverables and materials across the range of global benefit propositions and services. Understand the “why” (the reason) for the work being needed and delivered to a client. Work with client team members in directing, addressing, and resolving client queries issues about global benefit issues.   CLIENT DELIVERY Consider and deliver idea suggestions or updates to clients/lead consultants. Use and interpret the client data about renewals, projects, and other trackers to work with and manage the client. Use meeting agendas and meeting minutes/actions to frame delivery. Oversee the Salesforce database management for client information; policy data, contacts, mailing lists, and other required data management duties. Manage the scope, budget, and other metrics through effective project tracking. Watch out for scope creep. Monitor adherence with any Lockton processes to ensure compliance and risk management of delivery e.g. data protection process, maintaining audit trails.   MAKING EFFECTIVE CONNECTIONS Develop networks with our clients Partner offices, peers, and other business service groups (IT, Office Services, Information Processing, Accounting, local offices, etc.) to progress various tasks using a partnership approach that facilitates high-quality results and process workflow. Proactively consult with our clients local Global offices and partners as needed to resolve any issues.   NEW BUSINESS Support with new business opportunities including RFP responses. Ownership for pricing and scoping of small-medium sized projects   MANAGING SELF & DEVELOPMENT Effective email management to keep on top of tasks and issues. Lead appropriate meetings, calls, and other events. Monitor the set up the technology and client infrastructure e.g. Salesforce. Undertake relevant training to develop skills and knowledge to apply to their clients and the wider business. Undertake training around client consulting Expand awareness of research and resources available, internet research, accessing trade publications, and on occasion foreign-language sourced documents. MANAGING OTHERS Buddy, develop and train any Global Benefits Analysts & Associate Consultants. Delegate & check appropriate tasks to a Global Benefits Analyst & Associate Consultants.

 

Experience, Skills & Knowledge

Desired skills & knowledge: Bachelor's degree and/or experience in a role which reflects the skills                    and  client management experience which will be transferred to the                        world of Global Benefits Have completed training courses/qualifications in core areas such as                    insurance, international benefits (IEBA), HR or another related discipline Experienced with basic computer skills & packages including Microsoft                applications – Teams, Word, Excel, PowerPoint Strong client focus with the ability to develop positive relationships with              team members and external contacts Can work well in a fast-paced environment with multiple workstreams                  and able to achieve and manage timescales for delivery Effective written and verbal communication skills and comfort                                  collaborating with colleagues in both an office and a virtual environment Excellent organizational skills and the ability to multi-task effectively Ability to solve problems and cope with challenges. Further experience, skills, or knowledge Relevant corporate & client management experience Fluency or professional proficiency in a foreign language is often helpful Any other professional qualifications or training are also an advantage Experience working or living abroad is helpful although not required.

 

Officership Behaviours [FIXED BASED ON OFFICERSHIP OF ROLE]

Provide excellence in service to our clients, our Markets, & our associates Shows a thorough knowledge of the client’s business requirements Identifies potential problems and solves in light of knowledge of client                  and market Fosters open communication in all directions   Provide commitment to the development of ourselves and our associates Learns quickly and applies new learning to all relevant situations Demonstrates flexibility Maintains the highest ethical standards within themselves and their                        teams Guides, persuades, and motivates associates to embrace our culture and            ethics Is approachable and receptive to associate concerns and suggestions Recognises exemplary associate performance Completes appraisals on time for direct reports Tracks and monitors completion of all mandatory learning for direct                        reports Delivers effective performance management to direct reports   Be Committed to enabling financial success Manages to professional standards Identifies growth opportunities Tracks and monitors cash management to ensure performance is within              agreed standards   Drive service excellence, efficiency, and productivity through effective business operational processes Tracks and monitors compliance with all legal and regulatory                                      requirements Identifies improvement opportunities and evaluates risks, benefits, and                costs enabling decisions to be made regarding change Meets agreed schedules and deadlines Adapts quickly and positively when situations require change

 

Salary £80K plus bonus

 

 

 

Hybrid Working - London or South

What the day will look like :

At our client they let you take ownership of your career, and they will provide you with the support and guidance along the way to ensure they progress as a team and more importantly, that you continue to develop as an individual. This is no different within the Global Benefits M&A Team where they all support each other to achieve their goals, whether business or personal.

Our clients responsibilities within the Global Benefits M&A Consulting Team are:

• Engage with global clients and colleagues to identify employee benefits opportunities and propose multi-country solutions related to Corporate Transactions and / or Business Transformations resulting in organizational changes
• Partner with multinational organizations going through significant change to provide strategic guidance as well as tactical and operational support, leveraging our amazing network of consultants across the 120+ countries in which our clients operate
• Foster and maintain excellent relationships with colleagues and clients
• Evolve our proposition via continuous feedback

You will be an integral part of the global team and will share these responsibilities as they strive as a unit to achieve their objectives. Our clients promise you, no two days will be the same!

Skills and experience that will lead to success :

Our clients believe in transferrable skills and as we know, to be successful in any role, we all need to be able to communicate effectively, act with integrity and think on our feet. That said, there are some specific skills and experience that they are looking for to make this a success for all. Our clients are looking for:

• Experience in managing multi-country corporate transactions/transformations (e.g. mergers, acquisitions and/or divestitures) for multinational companies
• Knowledge and understanding of Employee Benefit programs and processes globally
• Organised and able to coordinate resources effectively to meet deadlines
• Able to analyse data, draw insights and able to present this in a clear, visual and structured manner
• A desire for excellence and consistency of quality across deliverables
• Exposure to different cultures and additional language skills aside from English is a bonus

 

Salary £130K plus bonus

 

 

 

Hybrid Working - London 3 days a week

Purpose:

Generate profitable new business opportunities and lead conversion to our clients Benefits practice in order to meet business targets by;

• Supporting marketing plan including owned campaigns and events
• Active prospecting and managed pipeline of new business opportunities with supporting records and tracking
• Work with our clients colleagues, Global Partners and Introducing Partners to broaden distribution channels
• Lead and/or attend prospect meetings
• Produce proposal documents, response to tenders and presentation materials
• Feed in to annual business planning and forecasting
• Maintain and expand own client relationships, both in terms of quality and value

Key Tasks and Responsibilities:

• Responsible for understanding, accepting and promoting our clients culture, remaining consistent with the organisation's philosophies and mission statement
• Responsible for the production of a personal Commitment Plan detailing the Producer's new business, client retention, networking, personal development and financial plans
• Be personally accountable for revenue commitments, maintain up to date information on current performance (booked revenue and pipeline value
• Negotiate fees or commission earnings with clients and ensure credit control is compliant with group standards
• Support and coach other Producers and junior Associates to assist where possible in achieving their goals
• Effectively manage a pipeline of prospects to meet short medium and long-term financial goals
• Implement a systematic communication plan on targeted prospects and have specific objectives for each meeting
• Provide activity reports and pipeline status (via pipeline management tool)
• Provide leadership to and maintain effective working relationships with all Associates to ensure the best possible environment for client service
• In conjunction with service team, work to ensure all activities undertaken on behalf of our client are compliant with internal standards and procedures and our regulatory obligations
• For all clients in portfolio, including allocated house accounts, monitor service standards and client satisfaction through regular contact with client and service team

 

Competencies:

• Willingness and ability to continue to develop knowledge through formal and informal learning, both internal and external to the company
• Knowledge of the resources available within our client and how to source such services
• An understanding of the relevant classes of business
• Ability to identify opportunities for business development
• An understanding of the general, legal principles of insurance
• An understanding of broader health, risk and wellbeing strategies and when these are useful to clients
• Ability to consult clients on other of our clients services and insurance needs
• Ability to communicate effectively and professionally both verbally and in writing with clients, insurers and other associates
• Ability build and maintain good business relationships with clients, insurers and associates
• Presentation skills in both preparation and execution
• Professional and tactful negotiation and persuasion skills to achieve objectives
• Demonstrated ability to instil confidence with clients so that the client looks to you and to our client as more than just an insurance broker, but as a partner in business
• Ability to coordinate the production of our clients reports or presentation material which clearly explains necessary detail to clients, insurers and associates

 

• Salary  £82-100K plus bonus