Insurance Broker - Self Employed

Surrey – Home Based OTE £60,000 - £70,000 + Training & Study Support
No previous insurance experience required!
Are you looking for the flexibility of self-employment without the financial outlay of a franchise or start up? Are you a passionate, self-motivated and ambitious sales professional with the drive and determination to succeed in a highly rewarding, self-employed sales role? Are you hungry for an opportunity to become the master of your own destiny, restricted only by your own ambition?
Our client understands that financial needs are unique.

That’s why they offer bespoke protection advice, tailor made to ensure the best outcome for their client’s individual needs.

They take a personal, transparent approach, supporting their customers every step of the way.

Their advice is fully independent and regulated by the FCA.

In order to further extend their industry renowned brand, a new self-employed opportunity exists for an engaging, client focussed Insurance Broker with a naturally consultative approach, to work with the business in a fully remote, self-employed role.
Working as part of a larger team, the ideal candidate will have a background in the financial or professional services sector; however, applications are also actively encouraged from tenacious and ambitious individuals with transferable business development and account management skills as part of a naturally warm, professional and engaging approach.
Uniquely in a self-employed role, all necessary industry specific training, including CASS accreditation, will be provided to the candidate that can demonstrate the desire to succeed in a target driven environment.

The successful candidate will be expected to network with potential clients in order to grow and build their own business.

To succeed you will need to be enthusiastic, committed and driven to achieve goals.

What Support is Provided?

Access to our client’s extensive platform
Mentoring support from senior team members
CASS compliance
Full marketing support
Ongoing training & development
Team development programs

Key Responsibilities

Identify and convert sales and cross sales opportunities
Service existing accounts with retention of renewals to achieve income targets
Provide personal and commercial lines insurance quotations, ensuring conversion of new business
Provide professional and accurate customer service
Ensure that all system records are up to date and accurate following all client contact.
Ensure all insurance documentation is correct
Resolve any queries and issues raised

What You’ll Need to Succeed

The ability to identify and convert new commercially rewarding opportunities in a professional services environment
Able to demonstrate ambition and a desire to succeed
A professional, engaging manner
Customer service orientated
Enthusiasm, commitment & drive
A willingness to network & prospect for new business
Promote all aspects of the organisation to prospects and clients
Ideally, degree educated
Able to work remotely in a home based, self-employed role

This is a truly exciting self-employed opportunity, appealing to a highly professional individual with strong business development, relationship building and account management skills looking to join a successful team and develop their career.

In return for your hard work, an impressive realistic OTE of £60,000 - £70,000 is available, plus full industry training as required.

Apply now!


  • Location: Surrey, England
  • Salary: £60000 - £70000 per annum + Remote + Full Training + Study Support
  • Type: Permanent
  • Recruiter: MaxAd Recruitment Ltd
  • Posted: 03-May-2024
  • Posted on: careers4a.com