GI Consultant

GI Consultant

Full-Time 26000 - 30000 £ / year (est.) Home office (partial)
Go Premium
W

At a Glance

  • Tasks: Engage with clients to recommend tailored home and motor insurance solutions.
  • Company: Join Wesleyan, a trusted mutual since 1841, dedicated to financial futures.
  • Benefits: Earn up to £30,000 with bonuses, flexible working, and 28 days leave.
  • Why this job: Make a real difference in clients' lives while growing your career in financial services.
  • Qualifications: Experience in a regulated environment and strong conversational skills are essential.
  • Other info: Full training provided, with excellent opportunities for career advancement.

The predicted salary is between 26000 - 30000 £ per year.

Salary: Basic salary up to £26,000 / OTE up to £30,000 (dependent on skills and experience)

Permanent Hybrid working (office based in Birmingham)

Closing Date: 2nd December 2025

As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation's most trusted professions: GPs, hospital doctors, dentists, and teachers.

We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options. This role is a hybrid role, with maximum 80% of the time working from home and requires circa 1 out of every 4 Saturdays worked (9am - 1pm).

Your role: We have a fantastic new job opportunity for a Personal Lines Insurance Consultant to join our growing team. This role isn’t about cold calling or hard selling. Instead, you’ll be speaking with people who are already interested – either through our outbound team or direct inbound enquiries. You are to listen, understand, and recommend the right home or motor insurance policy from our panel of trusted providers. Alongside a competitive salary, our consultants earn on average £500 a month in bonuses, plus extra vouchers for top performers. This is an excellent opportunity for someone with a strong background in General Insurance, particularly in Home and Motor sales, who is looking to take the next step in their career within Financial Services. Full training will be provided, including advanced sales techniques to help you place and secure business effectively.

What you’ll be doing:

  • Conduct fact-finding conversations over the telephone to understand clients' needs and preferences.
  • Present Insurance solutions to new clients tailored to their need, searching through a range of market-leading providers to find the best policy for each client.
  • Overcome objections and highlight key benefits in order to bind insurance policies.
  • In line with our sales process ensure all payments are processed and documentations issued adhering to all FCA guidelines and regulations.
  • Keep accurate and comprehensive records on the CRM system.
  • Work as a team to ensure the best service to clients and deliver to agreed monthly sales and income target.
  • Generate future opportunities by cross selling other products and services.

We’re looking for:

  • Home and Motor experience is preferred, but not essential.
  • What is key is your ability to operate compliantly and effectively in a target driven environment.
  • Experience in a regulated environment (FCA/PRA) is essential.
  • Proven ability to provide advice and influence conversations.
  • Strong service background and great conversational skills.
  • Target-driven mindset and not afraid of closing.

Benefits: 28 days annual leave (plus 1 additional "culture day" &

GI Consultant employer: Wesleyan Assurance Society

Wesleyan is an exceptional employer, offering a supportive and flexible work culture that prioritises employee well-being and growth. With a commitment to professional development, our hybrid working model allows for a balanced lifestyle while providing competitive salaries and performance bonuses, making it an ideal place for those looking to advance their careers in financial services.
W

Contact Detail:

Wesleyan Assurance Society Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land GI Consultant

✨Tip Number 1

Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for a role as a GI Consultant. You never know who might have a lead or can put in a good word for you!

✨Tip Number 2

Practice makes perfect! Before any interview, do some mock interviews with friends or family. Focus on articulating your experience in General Insurance and how you can help clients find the best policies. Confidence is key!

✨Tip Number 3

Research the company! Get to know Wesleyan inside out. Understand their values, the services they offer, and their approach to customer service. This will help you tailor your responses and show that you're genuinely interested.

✨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 proactive and serious about joining the team. Don’t miss out on this fantastic opportunity!

We think you need these skills to ace GI Consultant

General Insurance Knowledge
Home and Motor Insurance Sales
Fact-Finding Skills
Client Needs Assessment
Insurance Policy Presentation
Objection Handling
FCA Compliance
CRM System Proficiency
Team Collaboration
Target-Driven Mindset
Conversational Skills
Sales Techniques
Cross-Selling Skills
Regulated Environment Experience

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the role of a GI Consultant. Highlight your experience in General Insurance, especially in Home and Motor sales, and showcase any relevant skills that align 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 joining our team at Wesleyan and how your background makes you a great fit for the Personal Lines Insurance Consultant role.

Showcase Your Communication Skills: Since this role involves fact-finding conversations and presenting solutions, make sure to demonstrate your strong conversational skills in your application. We want to see how you can connect with clients and understand their needs.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll find all the details you need about the role and our company there.

How to prepare for a job interview at Wesleyan Assurance Society

✨Know Your Stuff

Make sure you brush up on your knowledge of home and motor insurance. Familiarise yourself with the key products and providers in the market. This will help you answer questions confidently and show that you're genuinely interested in the role.

✨Practice Active Listening

Since the role involves understanding clients' needs, practice active listening techniques. During the interview, demonstrate your ability to listen carefully and respond thoughtfully. This will showcase your communication skills and your suitability for the position.

✨Showcase Your Sales Skills

Prepare examples from your past experiences where you've successfully influenced conversations or closed sales. Highlight how you overcame objections and tailored solutions to meet client needs. This will illustrate your capability in a target-driven environment.

✨Be Ready for Role-Play

Expect some role-play scenarios during the interview. This is a great opportunity to demonstrate your conversational skills and how you would handle real-life situations with clients. Approach it with confidence and remember to stay calm and professional.

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>