GI Consultant -New Business

Wesleyan; Birmingham; Hybrid; GBP 26,000 - 30,000; Full time

Job summary

A prominent financial services provider is looking for a Personal Lines Insurance Consultant in Birmingham. This hybrid role offers flexibility, requiring minimal office presence. You'll engage with interested clients to recommend tailored home or motor insurance policies. The position offers a competitive salary up to £26,000 with bonuses and full training provided. Ideal candidates should possess a strong service background and experience in regulated environments, with opportunities for career advancement and comprehensive benefits including 28 days annual leave and performance bonuses.

Benefits

28 days annual leave

Free secure parking

Annual performance-based bonus

Pension contributions matched

Cashback and discounts

Enhanced maternity & paternity pay

Volunteering days

Qualifications

• Experience in a target driven environment is beneficial.
• Ability to operate compliantly is essential.
• Proven capability to provide advice to clients.

Responsibilities

• Conduct conversations to understand client needs.
• Present tailored insurance solutions to clients.
• Process payments and documentation following FCA guidelines.
• Maintain comprehensive records on the CRM system.
• Collaborate with the team to achieve sales targets.
• Cross-sell products to generate future opportunities.

Skills

Home and Motor experience

Experience in a regulated environment

Proven ability to influence conversations

Strong service background

Target-driven mindset

Job description

INSURANCE EXECUTIVE / INSURANCE ADVISOR / INSURANCE CONSULTANT / INSURANCE SALES SPECIALIST

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

Permanent

Enjoy True Flexibility. Hybrid Working with a Birmingham City Centre Base, working to a 40% office presence each month.

Closing Date : 9th January 2026

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.

To find out more about what we do, visit our website : https : / / www.wesleyan.co.uk / about

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 60% 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” & bank holidays) – increases to 30 days with 5 years’ service
• Free secure underground Birmingham city centre parking (available on weekends for personal use)
• Annual performance-based bonus
• Pension contributions matched (+ 2%)
• Cashback and discounts on major brands in retail, leisure, health, and wellbeing
• Enhanced maternity & paternity pay
• 2 volunteering days per year

To find out more about some of the great benefits Wesleyan offer, visit our careers page : https : / / careers.wesleyan.co.uk / applicantPortal / rewards

What to know before applying

Equal Opportunities : Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves. We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

Reasonable Adjustments : We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.

VISA Sponsorship : We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.

Advert Closing : We reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.

Regulatory Requirements : Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).