Insurance Advisor (Trainee)

Insure Recruitment; Monkton Heathfield; On-site; GBP 23,000 - 32,000; Full time

Benefits offered by this job

Annual leave 22 days

Life Assurance

Income protection

Pension

Healthcare plan

Employee assistance

Cycle to work

Tech purchase

Car leasing

Discounted insurance

Lifestyle discounts

Job summary

Insure Recruitment is seeking an ambitious Insurance Advisor to join a successful insurance business in the Taunton area. You will advise on home, motor and personal insurance, using a consultative approach to understand customer needs and recommend the best cover.

You'll build lasting relationships, deliver exceptional service, and have opportunities to cross-sell and up-sell. Full training, industry qualifications, and clear career progression are provided in a supportive, people-first culture.

Qualifications

• Previous insurance experience OR a proven sales background.
• Excellent communication and relationship-building skills.
• Confidence speaking with customers and identifying their needs.
• A consultative, customer-first approach.
• A positive attitude and a genuine desire to build a long-term career.
• Strong motivation to achieve sales targets while delivering exceptional service.

Responsibilities

• Advising customers on home, motor and personal insurance products.
• Understanding each customer's circumstances and recommending the most appropriate cover.
• Building trusted relationships through outstanding customer service.
• Cross-selling and up-selling additional insurance products where appropriate.
• Managing enquiries from quotation through to policy completion.
• Working towards individual and team sales targets.
• Developing your knowledge through structured training and professional insurance qualifications.

Skills

Insurance experience

Sales experience

Communication skills

Relationship-building

Consultative selling

Job description

Looking for a career where your insurance or sales experience can really take you further?

Insure Recruitment is seeking an ambitious Insurance Advisor to join a highly successful insurance business. If you have insurance experience or a proven background in sales, this is your opportunity to build a rewarding long-term career with industry qualifications, excellent benefits and genuine progression.

The Role

As an Insurance Advisor, you'll help customers protect what matters most by providing expert advice on home, motor and personal insurance.

Using a consultative approach, you'll take the time to understand every customer's needs before recommending the most suitable and comprehensive insurance solutions. You'll build lasting relationships, deliver exceptional customer service and identify opportunities to cross-sell and up-sell products that genuinely benefit your customers.

Every conversation is different, making this a varied and rewarding sales role where no two days are the same.

What You'll Be Doing

• Advising customers on home, motor and personal insurance products.
• Understanding each customer's circumstances and recommending the most appropriate cover.
• Building trusted relationships through outstanding customer service.
• Cross-selling and up-selling additional insurance products where appropriate.
• Managing enquiries from quotation through to policy completion.
• Working towards individual and team sales targets.
• Developing your knowledge through structured training and professional insurance qualifications.

What We're Looking For

• To be successful as an Insurance Advisor, you'll have:
• Previous insurance experience OR a proven sales background.
• Excellent communication and relationship-building skills.
• Confidence speaking with customers and identifying their needs.
• A consultative, customer-first approach.
• A positive attitude and a genuine desire to build a long-term career.
• Strong motivation to achieve sales targets while delivering exceptional service.
• Experience within insurance, banking, financial services, call centre sales, estate agency, retail sales, automotive sales or other customer-facing sales roles would be highly desirable.

Why Join?

Full training and ongoing coaching

Industry-recognised insurance qualifications

Clear career progression opportunities

Supportive, people-first culture

Internal promotion opportunities

Benefits

• 22 days annual leave plus Bank Holidays (increasing with service)
• Life Assurance (up to 4x salary)
• Income Protection
• Contributory Pension Scheme
• Healthcare Cash Plan
• Employee Assistance Programme
• Cycle to Work Scheme
• Technology Purchase Scheme
• Car Leasing Scheme
• Discounted personal insurance products
• Lifestyle and retail discounts

Please note: Applicants must be local to the Taunton area and have previous insurance experience or a proven sales background, together with the legal right to work in the UK. Unfortunately, sponsorship is not available for this position.