At a Glance
- Tasks: Provide tailored Private Medical Insurance solutions to clients and manage their journey.
- Company: Join a growing team in a dynamic insurance company.
- Benefits: Earn £33k-£35k plus uncapped commission, flexible working, and extra annual leave.
- Other info: Enjoy ongoing coaching and structured career development opportunities.
- Why this job: Maximise your earnings while developing your expertise in a supportive environment.
- Qualifications: At least 12 months of experience in Private Medical Insurance is required.
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 Holbeck employer: Lifesearch
Join a dynamic and supportive team as a Private Medical Insurance Adviser, where your expertise will be valued and rewarded. With a competitive salary and uncapped commission structure, you can achieve an OTE of £80k or more in your first year while enjoying flexible working options and structured career development. Our vibrant work culture in Leeds, London, or Milton Keynes fosters collaboration and continuous improvement, ensuring you thrive in your role and make a meaningful impact on clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Private Medical Insurance Adviser (PMI Adviser) in Holbeck
✨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 showcase your experience and confidence, so be ready to discuss your past successes and how you can bring value to our team.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind.
✨Tip Number 4
Apply through our website! It's the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining our growing Adviser Team and ready to hit those targets!
We think you need these skills to ace Private Medical Insurance Adviser (PMI Adviser) in Holbeck
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 this field.
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 on joining our team!
How to prepare for a job interview at Lifesearch
✨Know Your PMI Inside Out
Make sure you brush up on your knowledge of Private Medical Insurance. Understand the different types of policies, underwriting processes, and common client concerns. This will help you answer questions confidently and demonstrate your expertise during the interview.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client situations. Think about past experiences where you've successfully managed client needs or resolved issues. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Showcase Your Client Management Skills
Since this role involves managing the full client journey, be ready to discuss how you build relationships and ensure client satisfaction. Share examples of how you've tailored solutions to meet individual client needs and how you’ve supported retention efforts.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the team dynamics, ongoing training 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.
