Open role
Private Medical Insurance Consultant
- Aggregated by CV-Library
- Cheltenham, ENG, GL50 1EP, GB
- Permanent
- Full Time
- £25,000 - £30,000 Per Annum
Job Description
job title: Private Medical Insurance Consultant
Location: Cheltenham (Hybrid/Office-based)
Salary: Up to £30,000 basic salary (dependent on experience)
Commission Structure: Uncapped commission (Realistic OTE £45,000 - £60,000+ in Year 1)
Job Type: Full-time, Permanent
About the Role
We are looking for a driven, results-oriented Private Medical Insurance (PMI) Consultant to join a growing financial/insurance advisory team based in Cheltenham. In this role, you will be responsible for guiding private and corporate clients through the complex landscape of health insurance, helping them find tailored protection policies that suit their specific health needs and budgets.
This is a fantastic opportunity for someone with a background in sales, insurance, or financial services who thrives in a target-driven environment and wants an uncapped earning potential.
Key Responsibilities
Conduct thorough fact-finds with inbound and outbound leads to understand clients' medical, lifestyle, and financial requirements.
Research and compare various Private Medical Insurance products from whole-of-market providers to present the best recommendations.
Manage the entire sales pipeline from initial enquiry and quotation through to application submission and policy inception.
Build and maintain strong rapport with clients, delivering exceptional customer service and ensuring high standards of compliance.
Identify opportunities to cross-sell complementary insurance products (such as life insurance, critical illness cover, or income protection) and manage annual client reviews.
Consistently hit and exceed individual monthly and quarterly sales targets and key performance indicators (KPIs).
Candidate Requirements
Proven experience within Private Medical Insurance (PMI).
Exceptional communication and interpersonal skills, with the ability to explain complex policy details clearly and build trust quickly over the phone and via video/email.
Highly motivated, resilient, and comfortable working in a fast-paced, target-driven sales environment.
Strong administrative skills with high attention to detail to ensure all applications comply with regulatory standards (FCA guidelines).
Benefits & Perks
CUp to £30,000 basic salary.
Highly lucrative, transparent, and uncapped commission structure designed to reward high performers.
Clear pathways to advance into senior advisory, team leader, or management roles.
Comprehensive onboarding program and ongoing support with industry-recognized professional qualifications.
Vibrant, collaborative office environment in Cheltenham with regular social events and team incentives.
If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV. As champions of diversity and inclusion in the workplace, THOMAS Professional commit to reviewing applications we receive with complete fairness and equality.
At THOMAS Professional, we are committed to creating an inclusive and accessible recruitment process. If you require any reasonable adjustments during the application or interview process, please let us know, and we’ll be happy to accommodate your needs.
THOMAS Professional is acting as an agency on behalf of the client for this position.
THOMAS Professional is proud to be a corporate member of the REC, the recruitment industry's leading professional body.
IND1
Location: Cheltenham (Hybrid/Office-based)
Salary: Up to £30,000 basic salary (dependent on experience)
Commission Structure: Uncapped commission (Realistic OTE £45,000 - £60,000+ in Year 1)
Job Type: Full-time, Permanent
About the Role
We are looking for a driven, results-oriented Private Medical Insurance (PMI) Consultant to join a growing financial/insurance advisory team based in Cheltenham. In this role, you will be responsible for guiding private and corporate clients through the complex landscape of health insurance, helping them find tailored protection policies that suit their specific health needs and budgets.
This is a fantastic opportunity for someone with a background in sales, insurance, or financial services who thrives in a target-driven environment and wants an uncapped earning potential.
Key Responsibilities
Conduct thorough fact-finds with inbound and outbound leads to understand clients' medical, lifestyle, and financial requirements.
Research and compare various Private Medical Insurance products from whole-of-market providers to present the best recommendations.
Manage the entire sales pipeline from initial enquiry and quotation through to application submission and policy inception.
Build and maintain strong rapport with clients, delivering exceptional customer service and ensuring high standards of compliance.
Identify opportunities to cross-sell complementary insurance products (such as life insurance, critical illness cover, or income protection) and manage annual client reviews.
Consistently hit and exceed individual monthly and quarterly sales targets and key performance indicators (KPIs).
Candidate Requirements
Proven experience within Private Medical Insurance (PMI).
Exceptional communication and interpersonal skills, with the ability to explain complex policy details clearly and build trust quickly over the phone and via video/email.
Highly motivated, resilient, and comfortable working in a fast-paced, target-driven sales environment.
Strong administrative skills with high attention to detail to ensure all applications comply with regulatory standards (FCA guidelines).
Benefits & Perks
CUp to £30,000 basic salary.
Highly lucrative, transparent, and uncapped commission structure designed to reward high performers.
Clear pathways to advance into senior advisory, team leader, or management roles.
Comprehensive onboarding program and ongoing support with industry-recognized professional qualifications.
Vibrant, collaborative office environment in Cheltenham with regular social events and team incentives.
If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV. As champions of diversity and inclusion in the workplace, THOMAS Professional commit to reviewing applications we receive with complete fairness and equality.
At THOMAS Professional, we are committed to creating an inclusive and accessible recruitment process. If you require any reasonable adjustments during the application or interview process, please let us know, and we’ll be happy to accommodate your needs.
THOMAS Professional is acting as an agency on behalf of the client for this position.
THOMAS Professional is proud to be a corporate member of the REC, the recruitment industry's leading professional body.
IND1