Insurance Advisor (Training provided)

Cowell Recruitment; Poole; On-site; GBP 25,000 - 30,000; Full time

Job summary

A prominent recruitment agency in Poole seeks a Trainee/Specialist Insurance Advisor to join their team. The role involves advising customers on insurance policies, managing policies, and achieving performance targets. The ideal candidate possesses a strong work ethic and customer service skills, with no prior experience required as comprehensive training is provided. This position offers a competitive salary up to £28,000 and opportunities for career progression.

Benefits

Healthcare Cash Plan

High Street Discount Scheme

20 days annual leave plus Bank Holidays

Qualifications

• Strong work ethic and exceptional customer-facing skills.
• Proactive mindset and natural confidence in a sales environment.
• Ability to build rapport quickly over the phone.

Responsibilities

• Advising new and existing customers over the phone on insurance policies.
• Processing the full lifecycle of a policy.
• Achieving personal and branch-level performance targets.

Skills

Sales Ability

Communication

Customer Focus

Professional Attitude

Teamwork

Job description

Trainee/Specialist Insurance Advisor

Location: Parkstone, Poole, Dorset

Salary: £25,000 - £30,000

Due to continued success, an excellent opportunity has arisen for a Trainee/Specialist Insurance Advisor to join our established team in Parkstone. This is a chance to join a reputable firm that is committed to investing in its employees through comprehensive training, continuous support, and clear pathways for career progression.

No prior insurance experience is required—we are looking for candidates with a strong work ethic and exceptional customer-facing skills whom we can train from the ground up to become industry specialists.

The Role: What You'll Be Doing

• Advising new and existing customers over the phone on the most appropriate insurance policies to meet their specific needs.
• Processing the full lifecycle of a policy, including new business quotations, mid‑term adjustments, renewals, and cancellations.
• Managing a high volume of inbound and outbound calls, maintaining professional standards at all times.
• Achieving personal and branch‑level performance targets (KPIs) for sales and service delivery.
• Upholding high standards of compliance and accurate data entry on the client management system.

About You: Skills & Experience

• Sales Ability: A proactive mindset and natural confidence in a sales environment, with a strong focus on consultative selling.
• Communication: Excellent verbal communication and listening skills, with the ability to build rapport quickly over the phone.
• Customer Focus: A proven commitment to providing high levels of customer service and professional conduct.
• Attitude: Professional, calm under pressure, and highly organised with strong attention to detail.
• Teamwork: The ability to work collaboratively as part of a team and independently to meet deadlines.

Compensation & Rewards

• Competitive Basic Salary: Up to £28,000 (dependent on experience) with structured, regular salary reviews based on performance.
• Healthcare Cash Plan.
• High Street Discount Scheme.
• 20 days annual leave plus all Bank Holidays.

Development & Culture

• Full Induction and Ongoing Training: Comprehensive support to gain specialist knowledge in the insurance sector.
• Career Progression: Clear and achievable pathways into senior or management positions.
• Professional Qualifications: Opportunity to undertake further studies and gain nationally recognised industry qualifications.
• Supportive Environment: A friendly, collaborative, and professional office culture.

Working Hours

• Monday to Friday: 8:30am – 5:30pm
• Saturday: 8:30am – 12:00pm (on a 1 in 2 or 1 in 4 rota)

Interested? If you have the drive and customer focus we are looking for, please contact COWELL RECRUITMENT for more information.

Please note: Only candidates that have the full right to work in the UK will be considered for this role.

COWELL RECRUITMENT is an equal opportunities recruiter. E&OE.