Life Insurance Advisor
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Position Overview & Specifications
Life Insurance Advisor
Dynamo
Job Title: Life Insurance Advisor
Job Objective: To identify client protection shortfalls and needs, research the market for suitable products and make appropriate recommendations.
Handling premium pre-qualified protection leads. High conversion rate! No clawback!
OTE: £50,000+ Uncapped.
Duties and Responsibilities:
- Contacting hot/warm leads provided by the company.
- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims with regard to their protection requirements.
- Analysing information and preparing plans best suited to individual client’s requirements.
- Researching information from various sources.
- Providing clients with information on new and existing products and services.
- Providing clients with recommendations.
- Assisting clients to make informed decisions.
- Helping the customer complete the protection application.
- Liaising with product providers.
- Liaising with other third parties, such as doctors, health professionals, underwriters, etc.
- Meeting sales targets.
- Follow up application process with the providers until the policy is on risk.
- Keeping up to date with new protection products and any changes in the law.
About you:
- At least 1 year experience within a Life Insurance sales role
- Excellent verbal and written communication skills
- Positive, organised and detail oriented
- IT literate
- Strong attention to detail
Who are Dynamo?
We arrange mortgage and protection cover for clients nationwide from our Camberley office.
We take on staff from all backgrounds and with all levels of experience. Reward and recognition is at the forefront of what we do here at Dynamo, enabling our staff to progress and excel in their roles.
We’re proud of our amazing family culture and ethos – a warm welcome with smiles and laughter is guaranteed! We hold many fun and interactive events throughout the year for staff to get involved in.
Dynamo are part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more!
Benefits:
- Industry leading commission
- 20 days a year annual leave plus all Bank Holidays and office closure between Christmas and New Year.
- No claw backs!
- Additional leave for length of service
- Enhanced maternity policy
- Leave for parental responsibility
- Wellness programs
- Company pension
- Day 1 life insurance
- WFH allowance after 1 year’s service
- Company sick pay
- Store discounts
To find out more information, apply today and our Senior Talent Acquisition Consultant, Kimberley Little, will be in touch.
Job Type: Full-time
Salary: £50,000.00-£60,000.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Employee discount
- Enhanced maternity leave
- Free fitness classes
- Free parking
- Life insurance
- Paid volunteer time
- Store discount
- Wellness programme
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
Application question(s):
- Do you have at least 1 year experience within a Life Insurance role?
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: Information Technology Support Services
Based on transatlantic hiring benchmarks for Life Insurance Advisor roles across Dynamo'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 Information Technology Support Services.
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 £50,000 - £60,000 bracket, including retirement vesting and health parity.
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