Private Medical Insurance Adviser (PMI Adviser)

  • LifeSearch
  • City, Leeds
  • Mar 03, 2026
Full time Consultant

Job Description

£33k - £35k basic salary depending on experience + uncapped commission = OTE of £80k or more within your first year!

Are you an experienced Private Medical Insurance Adviser ready for your next step?

We re looking for a confident, driven professional with a minimum of 12 months PMI advice experience to join our growing Adviser Team.

This is a specialist, consultative role where you ll provide tailored Private Medical Insurance solutions to clients actively seeking cover.

You ll manage the full client journey, from detailed fact-find and underwriting discussions (including moratorium and full medical disclosures) through to application submission and policy placement.

Alongside new business, you ll support retention activity, monitor clawback exposure, and ensure every client receives compliant, high-quality advice.

Provisional Start Date: ASAP

Location: Leeds, London or Milton Keynes (up to 3 days in your nearest office per week)

What you ll be doing:

  • Speak with warm leads who are actively looking for Private Medical Insurance (no cold calling!)
  • Understand each client s needs and recommend tailored PMI solutions
  • Manage clients from initial consultation to policy placement
  • Handle underwriting follow-ups and application processing accurately
  • Support retention conversations and manage renewals where applicable
  • Monitor clawback and ensure clients always have the right level of cover
  • Work alongside a high-performing Adviser team with ongoing coaching and support

We re looking for someone who has:

  • At least 12 months experience in Private Medical Insurance
  • Ambition to hit targets and continuously improve
  • Experience with renewals
  • Excellent time management and the ability to juggle multiple cases
  • SME experience is a preferrable but not essential

What s in it for you?

  • £33k - £35k basic salary depending on experience
  • Uncapped commission from day one
  • OTE of £80k or more within your first year
  • Ongoing coaching and structured career development
  • Flexible working options
  • Life, Critical Illness and Income Protection cover
  • Buy/sell up to an additional 5 days annual leave
  • Your birthday off!

What is the shift pattern like?

This is a 40-hour week position.

We are available to our customers from 8am to 8pm Monday to Friday and you would work a variety of shifts between these times.

We also work the occasional Saturday, but you ll earn a day off in-lieu!

What s the application process like?

  • Apply and attach your CV
  • If your CV has been shortlisted, you ll have a 15-minute telephone interview with Sophie
  • If you are successful in the telephone interview, you will have a formal interview with us
  • We aim to provide prompt feedback between each stage of the process

If you know PMI inside out and want the opportunity to maximise your earnings while continuing to develop your expertise, we d love to hear from you.