Job Description
Life Insurance Adviser (Consultative - HNW Clients)
This is a rare opportunity to build a meaningful, long-term career with one of the UK's most respected names in Financial Services. Our client has a well-established and growing Life Insurance division focused on providing thoughtful, high-quality advice to high-net-worth clients.
A Consultative Role
This is not a high-pressure or volume-driven environment. Instead, you'll be working with clients who are seeking trusted, professional guidance. The focus is on quality over quantity, with high levels of client engagement, excellent retention, and a strong average premium well above the market norm.
You will be seen as a long-term adviser-helping clients make well-informed decisions to protect themselves and their families.
What Makes This Different
- A genuinely consultative position
- Focus on long-term relationships with high-net-worth clients
- Excellent client retention and conversion rates
- A strong culture of learning, trust, and professional development
- Full support and sponsorship through RO1 and RO5 qualifications
Your Role
- Providing tailored advice on Life Insurance and Protection through structured telephone-based consultations
- Working exclusively with warm, qualified leads in the HNW market
- Conducting detailed fact-finds to fully understand client needs
- Maintaining high standards of documentation and client care
- Becoming a trusted and knowledgeable adviser, not just a product provider
- Participating in a structured training programme that supports both personal and professional growth
What We're Looking For
- Experience in Life Insurance or Protection
- A strong understanding of client care in a professional environment
- The ability to explain complex options in a clear, thoughtful way
- Excellent communication and listening skills
- A mindset focused on long-term value, not short-term wins
What's on Offer
- A competitive base salary (rising with experience and progression)
- Excellent, achievable commission scheme
- A comprehensive benefits package (pension, generous holidays, perks)
- Sponsorship for further industry qualifications (e.g. RO1, RO5)
- A clear, long-term pathway towards becoming a Financial Adviser
- A supportive, experienced team that values collaboration over competition
This is a fantastic chance to move away from transactional work and into a role where your guidance and professionalism are valued. If you're looking for a career-not just a job-in a business that invests in its people and puts clients first, we'd love to hear from you.
