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- Tasks: Provide tailored Private Medical Insurance solutions and manage the full client journey.
- Company: Join a growing Adviser Team in a dynamic insurance company.
- Benefits: Earn a competitive salary with uncapped commission and flexible working options.
- Why this job: Maximise your earnings while developing your expertise in a supportive environment.
- Qualifications: 12 months experience in Private Medical Insurance and ambition to hit targets.
- Other info: Enjoy your birthday off and structured career development opportunities.
The predicted salary is between 33000 - 35000 £ per year.
£33k - £35k basic salary depending on experience + uncapped commission = OTE of £80k or more within your first year!
Are you an experienced Private Medical Insurance Adviser ready for your next step? We're looking for a confident, driven professional with a minimum of 12 months PMI advice experience to join our growing Adviser Team. This is a specialist, consultative role where you'll provide tailored Private Medical Insurance solutions to clients actively seeking cover. You'll manage the full client journey, from detailed fact-find and underwriting discussions (including moratorium and full medical disclosures) through to application submission and policy placement. Alongside new business, you'll support retention activity, monitor clawback exposure, and ensure every client receives compliant, high-quality advice.
Provisional Start Date: ASAP
Location: Leeds, London or Milton Keynes (up to 3 days in your nearest office per week)
What you'll be doing:
- Speak with warm leads who are actively looking for Private Medical Insurance (no cold calling!)
- Understand each client's needs and recommend tailored PMI solutions
- Manage clients from initial consultation to policy placement
- Handle underwriting follow-ups and application processing accurately
- Support retention conversations and manage renewals where applicable
- Monitor clawback and ensure clients always have the right level of cover
- Work alongside a high-performing Adviser team with ongoing coaching and support
We're looking for someone who has:
- At least 12 months experience in Private Medical Insurance
- Ambition to hit targets and continuously improve
- Experience with renewals
- Excellent time management and the ability to juggle multiple cases
- SME experience is preferable but not essential
What's in it for you?
- £33k - £35k basic salary depending on experience
- Uncapped commission from day one
- OTE of £80k or more within your first year
- Ongoing coaching and structured career development
- Flexible working options
- Life, Critical Illness and Income Protection cover
- Buy/sell up to an additional 5 days annual leave
- Your birthday off!
What is the shift pattern like?
This is a 40-hour week position. We are available to our customers from 8am to 8pm Monday to Friday and you would work a variety of shifts between these times. We also work the occasional Saturday, but you'll earn a day off in-lieu!
What’s the application process like?
- Apply and attach your CV
- If your CV has been shortlisted, you'll have a 15-minute telephone interview with Sophie
- If you are successful in the telephone interview, you will have a formal interview with us
- We aim to provide prompt feedback between each stage of the process
If you know PMI inside out and want the opportunity to maximise your earnings while continuing to develop your expertise, we'd love to hear from you.
Private Medical Insurance Adviser (PMI Adviser) in Bradford employer: Lifesearch
Contact Detail:
Lifesearch Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Medical Insurance Adviser (PMI Adviser) in Bradford
✨Tip Number 1
Network like a pro! Reach out to your connections in the PMI industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for PMI Advisers and practice your responses. We want you to feel confident when discussing your experience and how you can help clients find the best solutions.
✨Tip Number 3
Showcase your success stories! When chatting with potential employers, share specific examples of how you've helped clients in the past. This will demonstrate your expertise and ability to provide tailored advice.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Private Medical Insurance Adviser (PMI Adviser) in Bradford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Private Medical Insurance. We want to see how your skills match the role, so don’t be shy about showcasing your achievements and relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Adviser Team. Be confident and let us know what drives you in the PMI world.
Be Clear and Concise: When filling out your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to read and get straight to the heart of your experience and skills.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Lifesearch
✨Know Your PMI Inside Out
Make sure you brush up on your Private Medical Insurance knowledge before the interview. Be ready to discuss different types of policies, underwriting processes, and how to tailor solutions to meet client needs. This will show that you're not just experienced but also passionate about the field.
✨Prepare for Scenario Questions
Expect questions that ask you to demonstrate how you've handled specific situations in the past. Think of examples where you've successfully managed a client journey or dealt with renewals. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Showcase Your Sales Skills
Since this role involves managing warm leads and hitting targets, be prepared to talk about your sales achievements. Highlight any instances where you've exceeded targets or improved client retention rates. This will help illustrate your drive and ambition.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Ask about the team dynamics, ongoing coaching opportunities, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.