Inbound Insurance Advisor
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Position Overview & Specifications
Insurance Advisor - Up to £34,000 per year
You will be required to work 3 hours on a Saturday twice a month.
Platform Two are recruiting for an enthusiastic Insurance Advisor to join our client in Staines. This is a great opportunity as part of a highly successful business. You’ll be provided with full training with plenty of opportunity for development and certification.
This will be a perfect role for you if:
- You love to work with people! We want to get to know our customers.
- You’re a problem solver and you like to make things work.
- You will have a passion and entrepreneurial mindset.
You’ll be a great fit it you:
- Have previous sales experience (not essential)
- Have previous insurance experience (not essential)
- Love what you do!
Responsibilities
- Managing a personal pipeline of warm business leads and converting them into new policies
- Adherence to the requirement laid out by the FCA in terms of compliance and customer risk
- Working with 3rd party Insurers and Underwriters
- Generating income through new business commission
- Seeking cross and up sell and referral opportunities where applicable
- Providing customers with a first class service through advice and expertise
- The ability to achieve monthly Sales and Compliance targets
Benefits:
- 22 days holiday, +plus bank holidays
- Funded qualifications
- Cycle to work loan scheme
- Discount on gym membership across the UK
- Private medical insurance
- Assistance Programme (EAP)
Job Types: Full-time, Permanent
Salary: Up to £34,000.00 per year
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Staines-upon-Thames, Surrey: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Inbound Insurance Advisor roles across Platform Two's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £34,000 - £34,000 bracket, including retirement vesting and health parity.
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