Trainee Insurance Advisor

COWELL RECRUITMENT; Taunton; On-site; GBP 27,000 - 33,000; Full time

Job summary

COWELL RECRUITMENT in Taunton is seeking a Trainee Insurance Consultant to start a meaningful career with structured training and fully funded CII qualifications. The role is onsite with a starting salary range of £26,500–£33,000 depending on experience, and a clear progression path across personal, commercial, and claims insurance.

You will learn hands-on, consult with clients across multiple channels, manage portfolios, and work with a supportive team to achieve targets while you complete

Qualifications

• No prior insurance experience required; company will fund your qualifications.
• GCSE Maths preferred for CII coursework.
• Ambitious and eager to learn the role from the ground up.
• Detail-oriented with strong communication skills.

Responsibilities

• Consult with clients to understand their needs and match policy.
• Deal with customers across phone, in person, and via email.
• Manage client portfolios with accurate digital records and documentation.
• Collaborate with the team to hit team and personal targets.
• Participate in interactive training and development sessions while learning onsite.

Skills

Natural communicator

Ambitious & eager

Detail-oriented

Tech-savvy

Education

GCSE Maths preferred

Job description

Trainee Insurance Consultant (Career Starter + Fully Funded Qualifications)

Location: TAUNTON (Onsite)

Salary: £26,500 £33,000 (Depending on experience)

Job Type: Full-Time, Permanent

Hours: Mon Fri (8:30 AM 5:00 PM) + 1 x Saturday per month

Looking to launch a meaningful career with real earning potential, but don t have industry experience?

Insurance isn't just about spreadsheets; it s about protecting people, businesses, and futures. We are a small, high-energy, and supportive brokerage in Taunton looking for our next team member. No insurance experience needed we will fund your qualifications and train you from the ground up.

What s In It For You?

• Earn While You Learn: A competitive starting salary up to £33k as you progress.
• Fully Funded Qualifications: We will pay for and support you through your CII (Chartered Insurance Institute) qualifications a massive boost for your CV.
• Clear Career Pathway: Learn the ropes across personal, commercial, and claims insurance, giving you a 360-degree understanding of the business.
• Culture: Work within a close-knit, friendly team that actually celebrates your wins.

The Role

(What you ll actually be doing): Instead of being just a cog in a machine, you ll be hands-on helping our clients navigate life s big decisions. You will:

• Consult with clients to understand their needs and match them with the perfect policy.
• Deal with customers directly across multiple channels on the phone, face-to-face, and via email.
• Manage client portfolios, ensuring all digital records and documentation are spot-on.
• Collaborate with the team to smash team goals and personal milestone targets.
• Become an industry expert by participating in interactive training and development sessions while learning the role onsite.

Who You Are:

We hire for attitude, not a piece of paper. This role would suit someone coming from retail sales, inside sales, or a sales rep background or anyone with a strong overall sales background.

You ll be a great fit if you are:

• A Natural Communicator: You are completely comfortable working in an office environment, building rapport, and dealing with customers on the phone, face-to-face, and over email.
• Ambitious & Eager: You want a career, not just a 9-to-5 job, and you're eager to learn the role from the ground up.
• Detail-Oriented: You take pride in your work and notice the little things.
• Tech-Savvy: Comfortable with standard tech (Microsoft Office) and ready to learn new platforms quickly.

Note: A good standard of education (like GCSE Maths) is preferred to help with the CII coursework.

Please note: Only candidates with the Right to Work (RTW) in the UK can be considered.