Full job descriptionClient Relationship Advisor - Insurance
Hybrid Working | Career Development & Bonus Scheme
Location: Taunton, Somerset (Hybrid Working)
Hybrid Working: Full-time office-based during probation. Following successful completion, you’ll work from the office 2-3 days per week and the remainder from home.
Salary: Up to £30,000 DOE + Bonus Scheme (OTE circa £35,000)
Hours: 35 hours per week, Monday to Friday
Benefits
*28 days annual leave plus Bank Holidays
*Additional birthday leave
*Bonus scheme
*Group Personal Pension
*Enhanced sick pay and parental leave
*Health and wellbeing benefits
*Funded professional qualifications and study support
*Paid volunteering days
*Genuine career progression opportunities
Are you great with people and enjoy helping customers find the right solution? Perhaps you have experience in sales, account management, banking, financial services, recruitment, or another customer-focused environment and are looking for your next challenge.
We’re partnering with a highly respected local employer with a long-standing reputation for outstanding customer service and employee development. Due to continued growth, they’re looking for an ambitious Insurance Advisor to join their friendly and supportive team.
This is an excellent opportunity to build a rewarding career within a professional organisation that invests heavily in training, qualifications, and long-term progression.
The Role
As an Insurance Advisor, you’ll play a key role in building relationships with both new and existing clients, understanding their needs, and recommending appropriate insurance solutions.
No two days are the same, and you’ll enjoy a mix of client interaction, relationship building, business development, and solution-focused advice.
Key Responsibilities
*Building strong relationships with new and existing clients
*Understanding customer needs and identifying suitable insurance solutions
*Providing clear, professional advice across a range of insurance products
*Generating new business opportunities through networking, referrals, and proactive outreach
*Delivering an exceptional customer experience from enquiry through to completion
*Working collaboratively with colleagues to achieve team and business goals
What We’re Looking For
We’re open-minded about background and experience. You may already work in insurance, or you could come from another regulated or customer-focused sector.
You’ll be:
*A confident communicator who enjoys building rapport with people
*Naturally consultative and customer-focused
*Self-motivated with a proactive approach to achieving goals
*Experienced in sales, account management, customer service, financial services, insurance, banking, recruitment, estate agency, or a similar environment
*Interested in professional development and industry qualifications
*Cert CII qualified, or willing to work towards the qualification with full support provided
Why This Opportunity?
*Join a respected local business with strong values and an excellent reputation
*Be part of a supportive, collaborative, and welcoming team
*Benefit from ongoing training, mentorship, and career development
*Enjoy a hybrid working pattern and strong employee benefits package
*Build a long-term career with a business that genuinely invests in its people
If you’re looking for a role where relationship building, customer service, and business development come together, we’d love to hear from you.
Apply Today
Please apply online or send your CV to .
For a confidential discussion before applying, contact Vicky on .
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