Insurance Advisor (Trainee)

Insurance Advisor (Trainee)

Trainee 25000 - 30000 £ / year (est.) No working from home possible
Insure Recruitment

At a Glance

  • Tasks: Advise customers on insurance products and build lasting relationships.
  • Company: Join a successful insurance business with a supportive culture.
  • Benefits: 22 days leave, life assurance, healthcare plan, and career progression.
  • Other info: Full training provided with clear paths for career growth.
  • Why this job: Make a real impact while developing your skills in a dynamic role.
  • Qualifications: Insurance or sales experience and excellent communication skills.

The predicted salary is between 25000 - 30000 £ per year.

Looking for a career where your insurance or sales experience can really take you further?

Insure Recruitment is seeking an ambitious

Insurance Advisor to join a highly successful insurance business.

If you have insurance experience or a proven background in sales, this is your opportunity to build a rewarding long‑term career with industry qualifications, excellent benefits and genuine progression.

The Role

As an Insurance Advisor, you'll help customers protect what matters most by providing expert advice on home, motor and personal insurance.

Using a consultative approach, you'll take the time to understand every customer's needs before recommending the most suitable and comprehensive insurance solutions.

You'll build lasting relationships, deliver exceptional customer service and identify opportunities to cross‑sell and up‑sell products that genuinely benefit your customers.

Every conversation is different, making this a varied and rewarding sales role where no two days are the same.

  • What You'll Be Doing
  • Advising customers on home, motor and personal insurance products.
  • Understanding each customer's circumstances and recommending the most appropriate cover.
  • Building trusted relationships through outstanding customer service.
  • Cross‑selling and up‑selling additional insurance products where appropriate.
  • Managing enquiries from quotation through to policy completion.
  • Working towards individual and team sales targets.
  • Developing your knowledge through structured training and professional insurance qualifications.
  • What We’re Looking For

• To be successful as an Insurance Advisor, you'll have

  • Previous insurance experience OR a proven sales background.
  • Excellent communication and relationship‑building skills.
  • Confidence speaking with customers and identifying their needs.
  • A consultative, customer‑first approach.
  • A positive attitude and a genuine desire to build a long‑term career.
  • Strong motivation to achieve sales targets while delivering exceptional service.
  • Experience within insurance, banking, financial services, call centre sales, estate agency, retail sales, automotive sales or other customer‑facing sales roles would be highly desirable.

Why Join?

  • Full training and ongoing coaching
  • Industry‑recognised insurance qualifications
  • Clear career progression opportunities
  • Supportive, people‑first culture
  • Internal promotion opportunities

Benefits

  • 22 days annual leave plus Bank Holidays (increasing with service)
  • Life Assurance (up to 4x salary)
  • Income Protection
  • Contributory Pension Scheme
  • Healthcare Cash Plan
  • Employee Assistance Programme
  • Cycle to Work Scheme
  • Technology Purchase Scheme
  • Car Leasing Scheme
  • Discounted personal insurance products
  • Lifestyle and retail discounts
  • Apply Today

If you're looking for your next opportunity as an Insurance Advisor, we'd love to hear from you we have two positions currently available.

Apply via Reed or send your

CV directly to

Please note: Applicants must be local to the Taunton area and have previous insurance experience or a proven sales background, together with the legal right to work in the UK.

Unfortunately, sponsorship is not available for this position.

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Insurance Advisor (Trainee) employer: Insure Recruitment

Join a prestigious private client insurance brokerage that values collaboration and professional growth, offering you the chance to manage a lucrative portfolio of High-Net-Worth clients. With a supportive work culture, competitive salary, and comprehensive benefits including hybrid working, professional development support, and wellness programmes, this role provides an exceptional opportunity for those looking to thrive in the private client sector. Experience the satisfaction of building long-term relationships while delivering tailored insurance solutions in a dynamic environment.

Insure Recruitment

Contact Details:

Insure Recruitment Recruitment Team

We think you need these skills to ace Insurance Advisor (Trainee)

Communication Skills
Problem-Solving Skills
Time Management
Adaptability
Flexibility
Organizational Skills
Self-Motivation