At a Glance
- Tasks: Convert inbound enquiries into private medical insurance sales and provide tailored client advice.
- Company: Award-winning financial services firm recognised in the FT Adviser Top 100 UK Financial Advisers.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Other info: Office-based role in Finchley, London with an immediate start preferred.
- Why this job: Join a fast-paced team and make a real difference in clients' health insurance choices.
- Qualifications: Experience in health insurance sales and strong communication skills are essential.
The predicted salary is between 36000 - 60000 £ per year.
Overview of the Company
Our client is a fast-growing, award-winning financial services firm recognised in the FT Adviser Top 100 UK Financial Advisers for multiple consecutive years. The business provides whole-of-market advice across health, protection, and wealth solutions to a broad UK client base.
Overview of the Job
This is a high-impact sales role focused on converting a strong flow of inbound enquiries for private medical insurance. You will advise clients across leading UK providers and manage the full sales process from enquiry through to policy placement.
Responsibilities
- Manage and convert a high volume of inbound private medical insurance enquiries
- Advise clients on suitable PMI products across multiple providers (e.g. AXA, Aviva, Bupa, Vitality)
- Conduct fact-finds and deliver tailored recommendations based on client needs and budgets
- Handle the full sales lifecycle from initial enquiry through to policy placement
- Maintain accurate records and ensure all activity meets FCA compliance standards
- Build strong client relationships to drive retention and referrals
- Work collaboratively with internal teams to ensure a seamless client experience
Qualifications / Skills
- Proven experience in private medical insurance sales or health insurance advisory
- Background within a brokerage / intermediary environment is highly desirable
- Strong knowledge of major UK PMI providers (AXA, Aviva, Bupa, Vitality)
- Demonstrated ability to convert inbound leads into sales
- Excellent communication, relationship-building, and consultative selling skills
- Highly organised with the ability to manage multiple enquiries simultaneously
- Ability to start quickly and operate effectively in a fast-paced environment
Other
Office-based role in Finchley, London. Immediate start preferred due to high volume of inbound demand.
Health Insurance Advisor employer: reesmarx
As a leading financial services firm based in Finchley, London, we pride ourselves on our dynamic work culture that fosters collaboration and innovation. Our employees benefit from comprehensive training programmes, career advancement opportunities, and a supportive environment that encourages personal and professional growth. Join us to be part of a team that is not only recognised for its excellence but also dedicated to making a meaningful impact in the lives of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Health Insurance Advisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like reesmarx. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Health Insurance Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to reesmarx.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on reesmarx's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at reesmarx
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with reesmarx.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at reesmarx will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former reesmarx employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
