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- 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
Contact Detail:
reesmarx Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Health Insurance Advisor
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent achievements. 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! You’ll want to be able to clearly explain how your experience aligns with the role of a Health Insurance Advisor. Role-play with a friend or in front of a mirror to boost your confidence.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit!
We think you need these skills to ace Health Insurance Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Health Insurance Advisor role. Highlight your experience in private medical insurance sales and any relevant qualifications. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about health insurance and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: In your application, be sure to showcase your communication and relationship-building skills. We’re looking for someone who can connect with clients and convert leads, so give us examples of how you've done this in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at reesmarx
✨Know Your PMI Products
Make sure you brush up on the private medical insurance products offered by major UK providers like AXA, Aviva, Bupa, and Vitality. Being able to discuss these in detail will show your expertise and help you answer client queries confidently.
✨Master the Sales Process
Familiarise yourself with the full sales lifecycle, from initial enquiry to policy placement. Prepare to discuss how you would handle each stage, especially converting inbound leads into sales, as this is a key part of the role.
✨Showcase Your Relationship-Building Skills
Think of examples where you've successfully built strong client relationships in the past. Be ready to explain how you maintain those relationships to drive retention and referrals, as this will be crucial for success in this role.
✨Demonstrate Organisational Skills
Since you'll be managing multiple enquiries simultaneously, prepare to discuss how you stay organised and prioritise tasks. Share specific strategies or tools you use to keep track of your workload and ensure compliance with FCA standards.