Self- Employed Medical Insurance Specialist
$60,000–$120,000 year
HybridCheltenham, England, United Kingdom
Job Summary
Conduct comprehensive financial, health, and protection needs analyses for high-net-worth individuals, families, and regional corporate clients in Cheltenham and Gloucestershire. Source, evaluate, and present tailored private medical and life insurance solutions across leading UK providers while spearheading local networking initiatives to build a sustainable client acquisition pipeline. Structure robust group healthcare plans and family income benefit policies, managing annual renewals and client adjustments with strict adherence to FCA regulatory guidelines and internal governance standards. This independent contractor role offers complete control over working hours and a commission-based remuneration model ranging from £5,000 to £10,000+ per month based on performance and renewal growth.
Required Qualifications
- Proven background in health insurance, life insurance sales, PMI broking, or commercial financial advisory
- Solid understanding of underwriting models (e.g., Moratorium, FMU) and protection product structures
- High-level consultative selling, negotiation, and relationship-management capabilities
- Autonomous, resilient, commercially minded, and financially driven by uncapped performance
Desired Qualifications
- Established local client portfolio or previous experience running an independent broker desk
- Professional qualifications (e.g., CII IF7 Healthcare Insurance, DipFS, or equivalent)
- Proficiency with modern CRM architectures and insurance quotation engines
- Deeply rooted professional network within the Cheltenham and South West business community
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