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UNUM Sales Executive in London, United Kingdom

Job Posting End Date: 10/30

We are Unum (pronounced you-num) and we’re one of the UK’s leading employee benefits companies. That means we sell Income Protection, Critical Illness cover, Life insurance and Dental insurance through the workplace. You may not have heard of us before, so you probably don’t know that we’ve been around for over 40 years and protect over 1.6 million people in the UK.

General Summary:We have an exciting opportunity based in our London office and working in partnership with our consultants to develop relationships and provide proactive office based support that allows consultants to increase marketplace presence while also generating growth opportunities.

Key Accountabilities:

  • Proactive management of quote activity in order to maximise all potential new business opportunities

  • Identifying and agreeing cross quoting and alternative quote bases gaining the necessary broker commitment

  • Using the daily Artesian report to research client activity to ensure the SC is fully appraised of the ongoing developments of their key clients

  • Researching information and fact finding for large/mid cases and tender documents

  • Targeted for the rebalancing of GL quotes where there is no GIP in place for the SC to position

  • Identifying further opportunities to promote SPI. Securing Brokers own scheme or highlighting schemes that have high claims experience that can be quoted on

  • Identify market trends and broker patterns year on year, understanding the buying cycles

  • Positioning of the quote based on needs/drivers of the customer and competition involved and highlighting Unum’s unique selling points for the SC

  • Agreeing application of BCD – working with the SC to maintain the required balance point

  • Appointment making for the SC, meeting packs are put together to help identify all relevant hooks for the SC to present (SPI, Deepening, NTM GIP, RR)

  • Identifying and managing small schemes deals or bespoke arrangements ensuring the agreed paperwork is signed and sent to the Strategic Partnership Team

  • Supporting the Premier proposition and preparing basic tender reports ahead of a client meeting taking place

  • Research and assist in the production of presentations using FOX and reports in order to support consultant activity to include Unum’s value proposition. Assist in local office projects that drive sales activity e.g. cross sell projects, mail shots production, local seminar/webinar activity, utilising Salesforce.com to record this activity.

  • Support the consultant in following up quotes and agreeing set parameters levels for each product. Ensure all quotes are followed up to maximise new business generation and capture information on Salesforce.com of the outcome of quotes in order to gain valuable competitor/market information

  • Own the ongoing management of Saleforce.com working to develop this into full CRM systems to include: monthly projections/graded cases, pipeline, market feedback, trends and central marketing campaigns.

  • Supporting all proactive post sales activities promoting the Welcome to Unum Pack and the enrolment of EAP. Organise and attend Implementation meetings as and when required to develop client relationships.

  • Own all SEC activities. Proactive generation of SEC via Cross and Up Sales/Deepening campaigns and market intelligence. Using existing data to identify potential opportunities.

  • Follow up on renewals and retests to achieve the persistency targets in conjunction with the consultant, utilising the internal reporting tools available and arranging meetings/meeting packs for the SC wherever possible.

  • Forge relationships with brokers including conducting field visits and providing training to broker office staff. Broker template is completed to identify actions pre and post broker meetings

  • Working with Strategic Partnerships and continue to forge close working relationships with our largest brokers. Attending RMT’s alongside the SC and picking up the necessary actions

  • Premier clients – relooking at lost cases and supporting a plan to win back this business

  • Broker Development Activities – to be agreed locally depending on the panel the SC supports

  • Involvement in Local and National projects/committees to support our goals, to include Champions in areas: Salesforce.com, ECG, WES, Premier and Customer Centricity.

  • Utilise MAPS to record and monitor performance again objectives and self development

  • Deputise for the Hunter/Farmer when they are on annual leave or away from the office which will include: seminars, benefits fairs, weekly sales updates with the FSM’s & Sales Meetings

Minimum Entry Criteria:

  • Experience within a customer-focused environment

  • Grade C or above in GCSE (or equivalent) in Maths and English

  • High degree of PC literacy, including Word and Excel

  • Good time management with the ability to work under pressure

  • Ability to communicate confidently face to face, by phone and in writing

  • Experience in technical aspects of insurance products preferred

  • Wider industry knowledge and/or experience of working in sales office environment desirable.


This is a great opportunity to work for a UK subsidiary of a global organisation, we look after our employees, offer a great work-life balance, generous benefits, a professional challenge and fantastic career opportunities.

Unum are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, colour, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status, or disability status.

As a recognised Disability Confident Employer, Unum is committed to providing adjustments for people with disabilities during all phases of the hiring process. Please reach out to us to let us know if you if you require accommodations on the basis of a disability. Please send any requests to CareersUK@unum.co.uk.


Unum UK

A Fortune 500 company, Unum’s family of 10,000 employees spans three countries and dozens of office locations. Our employees focus each day on delivering financial protection benefits to millions of workers and their families when they need it most.

The Unum enterprise includes Unum in the U.S. and U.K., Colonial Life and Starmount Life Insurance – each a market leader in making disability, life, accident, critical illness, dental and vision insurance accessible in the workplace.