Insurance Broker - Self Employed

Self Employed, Fully Remote – Must be Surrey Based
OTE £60,000 - £70,000 + Training & Study Support


Are you looking for the flexibility offered by a self-employed role? Are you a passionate, self-motivated and ambitious sales professional with the drive and determination to succeed in a highly rewarding position as part of a well-established organisation? 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 including Life Cover, Critical Illness, Income Protection, Private Medical Cover, Key Person Insurance and Shareholder Protection. Each tailor made to ensure the best outcome for their client’s individual needs.

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. The successful applicant will enjoy the benefits of working in a particularly active industry sector with huge numbers of individuals requiring these types of insurance products.

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: Esher, England
  • Salary: £60000 - £70000 per annum + Remote + Training + Study Support
  • Type: Permanent
  • Recruiter: MaxAd Recruitment Ltd
  • Posted: 11-Nov-2024
  • Posted on: careers4a.com