Insurance Advisor

Office Angels; Taunton; On-site; GBP 30,000 - 35,000; Full time

Job summary

Join a reputable local employer as an Insurance Advisor in Taunton. In this role, you'll engage with clients to provide tailored insurance solutions, build relationships, and contribute to business growth in a supportive and collaborative environment. With a focus on professional development, this opportunity offers competitive salary and valuable benefits.

Benefits

28 days annual leave plus Bank Holidays

Additional day off for birthday

Group Personal Pension

Bonus Scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Support for study and professional qualification

Paid time off for volunteering

Qualifications

• Previous experience in insurance or financial services.
• Comfortable working independently and target-driven.
• Genuine interest in helping clients.

Responsibilities

• Engage with clients to understand their insurance needs.
• Provide tailored insurance advice across products.
• Build long-term relationships with clients.

Skills

Interpersonal skills

Communication

Sales

Education

Cert CII (or willingness to work towards it)

Job description

Insurance Advisor | Reputable Local Employer | Taunton, Somerset

Are you a confident communicator with a passion for building relationships and helping people make informed decisions? Do you thrive in a consultative sales environment where your efforts directly impact your success? If so, we have an exciting opportunity for you!

We're working with a highly respected, locally rooted firm that has built a strong reputation for excellence, integrity, and community involvement. With decades of experience and a loyal client base, they're now looking to expand their team with a dynamic Insurance Adviser who can drive business development and deliver outstanding client service.

Job Title: Insurance Advisor

Location: Taunton, Somerset

Salary: Up to £30,000 PA

Hours: 35 hours per week, Monday to Friday

Benefits: 28 days annual leave, plus Bank Holidays, additional day off for your birthday, Group Personal Pension, Bonus Scheme,an array of health and wellbeing benefits, enhanced sick pay and parental leave, support and funding toward study and professional qualification, paid time off for volunteering.

What You'll Be Doing:

• Engaging with new and existing clients to understand their insurance needs


• Providing tailored advice and solutions across a range of personal and commercial insurance products


• Building long-term relationships through trust, expertise, and proactive communication


• Identifying opportunities to grow the client base through networking, referrals, and outreach


• Working closely with a supportive team of professionals in a collaborative environment

What We're Looking For:

• Previous experience in insurance, financial services, or a client-facing advisory role


• A natural relationship builder with excellent interpersonal and communication skills


• Self-motivated, target-driven, and comfortable working independently


• Ideally Cert CII qualified or willing to work towards it (support provided)


• A genuine interest in helping people protect what matters most to them

Why Join?

• Be part of a well-established and reputable local employer known for investing in its people


• Enjoy a positive, team-oriented culture with strong leadership and clear values


• Access to professional development, training, and career progression opportunities

This is more than just a job-it's a chance to grow your career with a company that values your contribution and supports your success.

How to apply: Please apply online or send your CV to [e-mail]. To discuss the opportunity prior to application please call Georgie on 01823 285440.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.