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- Tasks: Provide tailored Private Medical Insurance solutions to clients actively seeking cover.
- Company: Join a growing team in a dynamic insurance company.
- Benefits: Earn £33k-£35k base salary plus uncapped commission, with OTE of £80k+ in your first year.
- Why this job: Make a real impact while developing your expertise in a supportive environment.
- Qualifications: Minimum 12 months experience in Private Medical Insurance and strong time management skills.
- Other info: Flexible working options and your birthday off!
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.
Locations
Private Medical Insurance Adviser (PMI Adviser) in Leeds, Yorkshire 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 Leeds, Yorkshire
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! Be ready to explain how your experience aligns with the role of a Private Medical Insurance Adviser. Highlight your achievements and how you can contribute to their success right from day one.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider tips and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After interviews, send a quick thank-you email expressing your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
We think you need these skills to ace Private Medical Insurance Adviser (PMI Adviser) in Leeds, Yorkshire
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 how you can contribute to our success.
Be Clear and Concise: When filling out your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to understand and directly related to the job description.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to 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. Be ready to discuss different types of policies, underwriting processes, and how to tailor solutions for clients. This will show that you're not just experienced but also passionate about the field.
✨Prepare for Client Scenarios
Think about common client scenarios you might encounter and how you would handle them. Prepare examples from your past experience where you successfully managed a client journey, from initial consultation to policy placement. This will demonstrate your consultative approach.
✨Showcase Your Communication Skills
Since this role involves speaking with warm leads, practice articulating your thoughts clearly and confidently. You might want to do mock interviews with friends or family to refine your ability to explain complex insurance concepts in simple terms.
✨Highlight Your Ambition and Team Spirit
The company is looking for driven professionals who can hit targets and work well in a team. Be prepared to discuss your personal goals and how you plan to contribute to the team's success. Share examples of how you've collaborated with colleagues in the past.