At a Glance
- Tasks: Provide tailored life insurance advice to high-net-worth clients through consultative calls.
- Company: Join a respected financial services firm with nearly three decades of success.
- Benefits: Competitive salary, achievable commission, comprehensive benefits, and generous holidays.
- Why this job: Build lasting relationships and make a real impact on clients' lives without pressure.
- Qualifications: Experience in life insurance and a strong commitment to client care.
- Other info: Supportive team culture focused on professional development and long-term growth.
The predicted salary is between 36000 - 60000 £ per year.
This is a rare opportunity to join one of the UK’s most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients.
You’ll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships over one-off sales.
The Opportunity
You’ll join a highly successful mortgage division that consistently generates warm, qualified introductions to a dedicated team of protection advisers. With thousands of loyal existing clients and a steady flow of new ones, you’ll have the perfect balance of opportunity and stability. This is a consultative, relationship-driven role - focused on helping clients make well-informed, confident decisions about protecting their wealth, health, and families.
What Makes This Different
- Truly consultative environment – no cold calling, no high-pressure sales
- Warm, qualified leads from a trusted HNW client base
- Six-figure OTE that’s genuinely achievable
- Long-term client relationships and exceptional retention rates
- Strong culture of trust, learning, and professional development
Your Role
- Deliver tailored advice on Life and Protection solutions through structured, high-quality telephone consultations
- Work exclusively with pre-qualified, high-net-worth clients
- Conduct in-depth fact-finds to understand each client’s unique needs and priorities
- Provide clear, thoughtful recommendations with full compliance and documentation
- Build enduring relationships as a trusted adviser, not a product seller
- Engage in a structured training and development pathway to support long-term career growth
What You’ll Bring
- Experience in Life Insurance or Protection advice
- A strong commitment to client care and ethical practice
- Excellent communication and listening skills
- The ability to simplify complex options and build client confidence
- A mindset focused on long-term value, not short-term wins
What’s on Offer
- Competitive base salary with clear progression
- Excellent, achievable commission structure
- Comprehensive benefits (pension, generous holidays, perks)
- Supportive, collaborative team culture - no internal competition
- A respected brand, outstanding client base, and a business that invests in its people
If you’re ready to move away from transactional work and into a role where your expertise and professionalism are genuinely valued - this is your opportunity.
Life Insurance Specialist in Edgware employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Life Insurance Specialist in Edgware
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about high-net-worth clients. A warm introduction can make all the difference when you're trying to land that Life Insurance Specialist role.
✨Tip Number 2
Prepare for those interviews by practising your consultative approach. Think about how you can demonstrate your ability to build relationships and provide tailored advice. Remember, it’s all about showing that you care about the client’s needs!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email. It keeps you fresh in their minds and shows your professionalism. Plus, it’s a great way to reinforce your interest in the role.
✨Tip Number 4
Check out our website for openings and apply directly! We’re all about finding the right fit, and applying through us gives you a better chance to showcase your skills and passion for helping clients protect their wealth and families.
We think you need these skills to ace Life Insurance Specialist in Edgware
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Life Insurance Specialist role. Highlight your experience in life insurance and how it aligns with our consultative approach. We want to see how you can build lasting relationships with high-net-worth clients!
Showcase Your Communication Skills: Since this role is all about clear communication, don’t forget to demonstrate your excellent listening and speaking skills in your application. Use examples that show how you've simplified complex information for clients in the past – we love a good story!
Emphasise Client Care: We’re looking for someone who truly cares about client needs. In your application, share specific instances where you’ve gone above and beyond for clients. This will help us see your commitment to ethical practice and long-term value.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity. We can’t wait to hear from you!
How to prepare for a job interview at CareerStone
✨Know Your Stuff
Make sure you brush up on your knowledge of life insurance and protection advice. Understand the specific needs of high-net-worth clients and be ready to discuss how you can provide tailored solutions. This will show that you're not just knowledgeable, but also genuinely interested in helping clients.
✨Practice Active Listening
During the interview, focus on listening carefully to the questions being asked. This role is all about building relationships, so demonstrating your ability to listen and respond thoughtfully will set you apart. Remember, it’s not just about what you say, but how well you understand their needs.
✨Showcase Your Consultative Approach
Be prepared to discuss your experience in consultative selling. Share examples of how you've built long-term relationships with clients and provided them with valuable advice. Highlighting your commitment to ethical practice and client care will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of the interview. This could be about the company culture, training opportunities, or how they support their advisers in building client relationships. Asking insightful questions shows your genuine interest in the role and helps you assess if it's the right fit for you.