Customer Account Adviser

Uncapped earning opportunity - £27,000 basic + market leading uncapped commission + great benefits

Recruitment event at our London office - Wednesday 11th June 2025

Established in 1998 we are one of the UKs leading Life Insurance Brokers. We have featured in the Sunday Times Best Companies To Work feature and are very proud of our Trustpilot reviews.

We are looking for a number of new Advisors to join our highly successful team on a hybrid basis at our London (City) office. The role is to work with our existing customers (Account Management) not brand new business.

Our recruitment process.

• We will review your CV and notify you if you have been selected to progress.
• If progressing, we will conduct a diary booked telephone chat.
• If that goes well, you will be invited to our recruitment event at our London office on Wednesday 11th June kicking off at 10.30am
• We will give you prompt feedback following the event

The recruitment event kicks off at 10.30am and lasts around 2.5 hours and is a great opportunity for you to present yourself and get a really good feel for our business.

The role

• As part of our review team you speak with our existing customers to review their current policies.
• Work with a broader team who will support you in progressing the review right through to securing the right new cover for your client.
• Day to day management of several clients at different stages of their application you will quicky become a subject matter expert.
• To join a team of around 120 Advisors across three UK offices. You will be working alongside some of the industries very highest performers.
• To achieve pre agreed levels of new business to help protect the UK properly.
• Flexible working with a 40 hour working week.

What we need from You?

• Exceptional telephone manner
• The confidence to have detailed and personal conversations.
• Superb listening skills.
• Great attention to detail.
• Good IT skills to accurately log all call information on our systems.
• The ability to understand and work within a complex regulated industry.
• The ability to work to, achieve and exceed set targets.
• The desire to become an expert in your field of work.

We are not looking for any specific type of experience as full and ongoing training is provided. What is important to us, is a strong work ethic and your drive to achieve a high level of performance. Experience in insurance/financial services, telephone sales, direct sales or customer service is advantageous.

What’s in it for you?

• To work for a proven, stable, inclusive, fun and successful business.
• £27,000 starting basic salary.
• Uncapped commission from day 1 with uncapped £40,000 OTE in year 1
• Great ongoing training and development with superb career opportunities.
• Hybrid working after initial c6-week training period.
• Income protection, Life Protection and Critical Illness Cover.
• Other incentives like our fully expensed overseas trips.
• Additional benefits from a leading employer

Check out our Trustpilot reviews.