At a Glance
- Tasks: Help clients with health and life insurance while building your own portfolio.
- Company: Join a dynamic financial services brokerage in Cheltenham.
- Benefits: Earn £5,000 – £10,000+ per month with flexible hours and commission.
- Other info: Enjoy autonomy and the chance to network within the local community.
- Why this job: Take control of your career and make a real impact in people's lives.
- Qualifications: Experience in health or life insurance sales is essential.
The predicted salary is between 5000 - 10000 £ per month.
- Self-Employed Health & Life Insurance Consultant
- Cheltenham, Gloucestershire (Hybrid / Remote with local client field requirements)
- Self-Employed / Independent Contractor (Commission & Renewal Fee Model)
- £5,000 – £10,000+ per month (Based on performance and recurring renewal growth)
- Financial Services / Insurance Brokerage / Healthcare Advisory
Summary
On behalf of our retained client, we are actively sourcing an ambitious, entrepreneurial Self-Employed Health & Life Insurance Consultant to capture market share in Cheltenham and the wider Gloucestershire region.
This opportunity is tailor-made for driven insurance or financial services professionals who want to control their own schedule, build an independent portfolio spanning Private Medical Insurance (PMI) and Life Insurance, and target a realistic net earning bracket of £5K to £10K+ per month through lucrative initial commissions and compounding renewal streams.
Key Responsibilities & Deliverables
- Conduct comprehensive financial, health, and protection needs analyses for high-net-worth individuals, families, and regional corporate/SME clients.
- Source, evaluate, and present tailored health insurance (PMI) and life protection solutions across leading UK providers.
- Spearhead local networking initiatives in Cheltenham to build a sustainable, self-generated client acquisition pipeline.
- Structure robust group healthcare plans and family income benefit policies, managing annual renewals and client adjustments.
- Maintain strict adherence to regulatory guidelines (FCA) and internal governance standards throughout the client advisory lifecycle.
Essential
- Proven background in health insurance, life insurance sales, PMI broking, or commercial financial advisory.
- Solid understanding of underwriting models (e. g., Moratorium, FMU) and protection product structures.
- High-level consultative selling, negotiation, and relationship-management capabilities.
- Autonomous, resilient, commercially minded, and financially driven by uncapped performance.
- Highly Desirable Criteria
- Established local client portfolio or previous experience running an independent broker desk.
- Professional qualifications (e. g., CII IF7 Healthcare Insurance, Dip FS, or equivalent).
- Proficiency with modern CRM architectures and insurance quotation engines.
- Deeply rooted professional network within the Cheltenham and South West business community.
Benefits of the Role
- Enjoy a lucrative remuneration model based on upfront and recurring commission structures.
- Complete control over your working hours, schedule, and business strategy.
- Opportunity to build your own client portfolio and establish an independent brokerage.
?If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV.
As champions of diversity and inclusion in the workplace, THOMAS Professional commit to reviewing applications we receive with complete fairness and equality.
At THOMAS Professional, we are committed to creating an inclusive and accessible recruitment process.
If you require any reasonable adjustments during the application or interview process, please let us know, and we'll be happy to accommodate your needs.
THOMAS Professional is acting as an agency on behalf of the client for this position.
THOMAS Professional is proud to be a corporate member of the REC, the recruitment industry's leading professional body.
IND1
Self- Employed Medical Insurance Specialist in Cheltenham employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Self- Employed Medical Insurance Specialist in Cheltenham
✨Get Involved in Insurance Networks
Join industry-specific forums and networks like the Chartered Insurance Institute (CII) or participate in local insurance meetups. These are great places to connect with potential clients and other freelancers who might need your expertise. Plus, you’ll stay up to date with market trends and insights that could help you land more gigs!
✨Showcase Your Expertise Online
Craft a solid online presence by sharing articles, insights, or case studies related to your insurance niche on platforms like LinkedIn or your own blog. This will not only demonstrate your knowledge but also make you more visible to companies like Jobiqo looking for freelance insurance pros.
✨Leverage Remote Work Platforms
Sites like Upwork and Freelancer can be goldmines for freelance insurance work. Create a killer profile that highlights your skills and experiences, then actively bid on insurance projects. It’s a great way to build your portfolio and gain client testimonials.
✨Use Personal Connections
Sometimes it’s all about who you know! Let friends, family, and past colleagues know you’re freelancing in the insurance field. They can connect you with potential clients or even recommend you for projects directly. Personal referrals can be a powerful way to get your foot in the door!
We think you need these skills to ace Self- Employed Medical Insurance Specialist in Cheltenham
Some tips for your application 🫡
Show Us Your Insurance Savvy:For a freelance role in insurance, we want to see your expertise shine through. Make sure to highlight any relevant experience in underwriting, claims, or risk assessment in your CV. If you’ve got certifications like the CII or anything similar, slap those on there too!
Craft a Killer Portfolio:Your portfolio should showcase your best work, especially if you've tackled projects in policy writing, risk management, or insurance analytics. Include case studies or examples of your contributions in the insurance sector to give us a clear picture of what you can do!
Rates and Availability Matter:As a freelancer, it’s crucial to be upfront about your rates and availability. When applying, include a brief note about your expected hourly or project-based rates, and let us know how much time you can dedicate to this role. Transparency will help us plan better!
Tailor Your Application:Don't just copy-paste your CV and cover letter! We appreciate when you take the time to tailor your application to Jobiqo and the Self- Employed Medical Insurance Specialist role. Mention why you’re drawn to working with us specifically and how your skills will benefit our team in the insurance field.
How to prepare for a job interview at Jobiqo
✨Show Off Your Knowledge of Insurance Tools
When you're freelancing in the insurance realm, it's crucial to demonstrate familiarity with industry-standard tools like Actuarial Software or Claims Management Systems. Brush up on how you've used these in your past work or studies, so you can confidently discuss how they'd be beneficial to Jobiqo.
✨Prepare Your Portfolio of Past Work
For a freelance gig, your portfolio speaks volumes! Gather examples of previous projects—like insurance policy analyses, risk assessments, or client presentations—that showcase your skills and experience in the field. Be ready to walk through these examples at the interview to demonstrate your value.
✨Understand the Freelance Expectations
Freelancing often means more of a project-based approach, so be prepared to discuss your availability and how you manage multiple clients. Since you’ll likely need to fit into existing workflows at Jobiqo, clarify how you can adapt to their processes and help fill gaps in their current operations.
✨Anticipate Scenario-Based Questions
Expect the interviewers to put you on the spot with real-life insurance scenarios—like claims processing or risk mitigation situations. They want to see how you think on your feet. Practice articulating your thought processes clearly and confidently to show them you can handle the unpredictable nature of the industry.
