Job Title: Private Medical Insurance Advisor/ Health Insurance Advisor
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
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