Insurance Agent

Insurance Agent

Basingstoke Freelance 32000 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients with insurance advice and arrange meetings to discuss their needs.
  • Company: Join Owl Financial, part of a leading UK network of financial advisers.
  • Benefits: Earn £40,000+ annually, enjoy flexible hours, and receive weekly pay.
  • Why this job: Make a real impact by helping others while developing your career in finance.
  • Qualifications: Looking for self-motivated, friendly candidates with customer service experience.
  • Other info: No investment needed to start; great opportunities for career progression.

The predicted salary is between 32000 - 48000 £ per year.

Role: Protection Adviser (Self-Employed)

Recruiting Nationally

Looking for a rewarding professional career in financial services with great earning potential? Do you like to help others and advise them to make a good choice? If yes, you are in a good place!

Owl Financial is part of one of the UK’s largest networks of financial advisers and advises on insurance products from a selected panel of leading insurers.

Role Benefits:

  • Opportunity to earn £40 000+ per annum.
  • Self-Employed Business Opportunity.
  • Paid weekly via BACS.
  • Flexible working hours.
  • Amazing career development in the financial market.
  • No investment is required to start the job and to be successful.
  • A career progression opportunity.

Ideal Candidate:

  • Determined and ready for a new challenge
  • Self-motivated and ambitious focused on success.
  • Energetic and Enthusiastic
  • Confident and Optimistic
  • Friendly with a professional attitude in customer service
  • Experience with customer service/ sales will be very welcome (at least 3 years).

Main Responsibilities:

  • Arranging insurance meetings with clients.
  • Advising at a meeting on:
  • – Accident Protection
  • – Income Protection
  • – Life Cover
  • – Critical illness
  • – Home Insurance – Contents and Buildings.

The role involves helping people face to face (or via online face-to-face meetings), and giving friendly and accurate advice on the insurance covers.

With you through life®

Insurance Agent employer: Owl Financial

Owl Financial is an exceptional employer that offers a rewarding career in financial services, allowing you to earn over £40,000 annually while enjoying the flexibility of self-employment. Our supportive work culture fosters personal and professional growth, providing amazing career development opportunities within one of the UK's largest networks of financial advisers. Join us to make a meaningful impact in people's lives while benefiting from a no-investment start and a friendly, optimistic team environment.
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Contact Detail:

Owl Financial Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Insurance Agent

✨Tip Number 1

Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with other insurance agents and financial advisers. This can help you gain insights into the role and potentially lead to referrals.

✨Tip Number 2

Familiarize yourself with the specific insurance products that Owl Financial offers. Understanding these products will not only boost your confidence during interviews but also show your genuine interest in the role.

✨Tip Number 3

Practice your customer service skills by engaging in role-playing scenarios. Since the role involves advising clients, being able to communicate effectively and empathetically is crucial. This will prepare you for real-life interactions.

✨Tip Number 4

Research the latest trends in the insurance market. Being knowledgeable about current events and changes in regulations can set you apart from other candidates and demonstrate your commitment to the field.

We think you need these skills to ace Insurance Agent

Customer Service Skills
Sales Experience
Communication Skills
Interpersonal Skills
Problem-Solving Skills
Time Management
Self-Motivation
Negotiation Skills
Financial Knowledge
Empathy
Presentation Skills
Networking Skills
Adaptability
Attention to Detail

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Protection Adviser position. Understand the responsibilities and the qualities that Owl Financial is looking for in an ideal candidate.

Tailor Your CV: Customize your CV to highlight relevant experience in customer service and sales. Emphasize any previous roles where you advised clients or helped them make informed decisions.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and your motivation to help others. Mention specific examples of how you've successfully assisted clients in the past.

Highlight Your Skills: In your application, make sure to highlight skills such as determination, self-motivation, and a friendly attitude. These traits align with what Owl Financial values in their candidates.

How to prepare for a job interview at Owl Financial

✨Show Your Passion for Helping Others

As an Insurance Agent, your role revolves around advising clients and helping them make informed decisions. Make sure to express your enthusiasm for helping others during the interview. Share examples of how you've positively impacted clients in previous roles.

✨Demonstrate Your Sales Experience

Since experience in customer service and sales is valued, be prepared to discuss your past roles. Highlight specific achievements, such as meeting sales targets or successfully managing client relationships, to showcase your skills.

✨Prepare for Role-Specific Questions

Expect questions related to the insurance products you'll be advising on, such as life cover and income protection. Familiarize yourself with these topics and be ready to discuss how you would approach advising clients on these matters.

✨Exude Confidence and Professionalism

Your demeanor during the interview can set the tone for how potential clients will perceive you. Practice maintaining a friendly yet professional attitude, and ensure you convey confidence in your abilities to provide sound advice.

Insurance Agent
Owl Financial
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  • Insurance Agent

    Basingstoke
    Freelance
    32000 - 48000 £ / year (est.)

    Application deadline: 2027-02-28

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    Owl Financial

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