Job Title: Private Medical Insurance Advisor/ Health Insurance AdvisorOverview of the CompanyOur client is a fast-growing, award-winning financial services firm recognised in the FT Adviser Top 100 UK Financial Advisers for multiple consecutive years. The business provides whole-of-market advice across health, protection, and wealth solutions to a broad UK client base.Overview of the JobThis is a high-impact sales role focused on converting a strong flow of inbound enquiries for private medical insurance. You will advise clients across leading UK providers and manage the full sales process from enquiry through to policy placement.Responsibilities• Manage and convert a high volume of inbound private medical insurance enquiries• Advise clients on suitable PMI products across multiple providers (e.g. AXA, Aviva, Bupa, Vitality)• Conduct fact-finds and deliver tailored recommendations based on client needs and budgets• Handle the full sales lifecycle from initial enquiry through to policy placement• Maintain accurate records and ensure all activity meets FCA compliance standards• Build strong client relationships to drive retention and referrals• Work collaboratively with internal teams to ensure a seamless client experienceQualifications / Skills• Proven experience in private medical insurance sales or health insurance advisory• Background within a brokerage / intermediary environment is highly desirable• Strong knowledge of major UK PMI providers (AXA, Aviva, Bupa, Vitality)• Demonstrated ability to convert inbound leads into sales• Excellent communication, relationship-building, and consultative selling skills• Highly organised with the ability to manage multiple enquiries simultaneously• Ability to start quickly and operate effectively in a fast-paced environmentOther• Office-based role in Finchley, London• Immediate start preferred due to high volume of inbound demand
Do you thrive on organisation and keeping processes running smoothly? Are you confident handling sensitive information with accuracy and care?...
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