Health Insurance Advisor, Finchley

Job Title: Private Medical Insurance Advisor/ Health Insurance Advisor

Overview of the Company

Our client is a fast-growing, award-winning financial services firm recognised in the FT Adviser Top 100 UK Financial Advisers for multiple consecutive years. The business provides whole-of-market advice across health, protection, and wealth solutions to a broad UK client base.

Overview of the Job

This is a high-impact sales role focused on converting a strong flow of inbound enquiries for private medical insurance. You will advise clients across leading UK providers and manage the full sales process from enquiry through to policy placement.

Responsibilities

• Manage and convert a high volume of inbound private medical insurance enquiries

• Advise clients on suitable PMI products across multiple providers (e.g. AXA, Aviva, Bupa, Vitality)

• Conduct fact-finds and deliver tailored recommendations based on client needs and budgets

• Handle the full sales lifecycle from initial enquiry through to policy placement

• Maintain accurate records and ensure all activity meets FCA compliance standards

• Build strong client relationships to drive retention and referrals

• Work collaboratively with internal teams to ensure a seamless client experience

Qualifications / Skills

• Proven experience in private medical insurance sales or health insurance advisory

• Background within a brokerage / intermediary environment is highly desirable

• Strong knowledge of major UK PMI providers (AXA, Aviva, Bupa, Vitality)

• Demonstrated ability to convert inbound leads into sales

• Excellent communication, relationship-building, and consultative selling skills

• Highly organised with the ability to manage multiple enquiries simultaneously

• Ability to start quickly and operate effectively in a fast-paced environment

Other

• Office-based role in Finchley, London

• Immediate start preferred due to high volume of inbound demand