Life Insurance Sales Advisor – Existing Customers
Milton Keynes Hub | Hybrid Training → Fully Remote
OTE £50,000 | Top Performers £70,000+ | Retainer Available
The Opportunity
We’re recruiting ambitious, commercially minded Life Insurance Sales Advisors to join our growing review team.
This role is focused entirely on speaking with existing customers who already have protection policies in place.
Your job is to review their current arrangements, understand whether their circumstances or needs have changed, and provide advice on whether their existing protection remains suitable.
Where there is a genuine need or opportunity to improve a customer’s protection, you’ll recommend appropriate solutions and guide them through the application process.
No cold calling. No lead generation. No chasing your own leads.
You’ll be provided with an existing customer base to contact and review, giving you the opportunity to build strong relationships, provide valuable advice, and earn excellent commission.
You’ll begin with 3–6 weeks of structured training and compliance support at our Milton Keynes hub. Once signed off as competent and performing consistently, you’ll have the opportunity to transition to fully remote working.
What You’ll Be Doing
- Contacting existing customers to review their current life insurance and protection arrangements
- Building rapport and conducting structured policy review conversations
- Identifying changes in customers’ circumstances, needs, priorities, and financial commitments
- Assessing whether existing policies remain appropriate
- Identifying genuine opportunities to improve or enhance customers’ protection
- Providing clear, regulated advice on appropriate protection solutions
- Explaining policy features, benefits, costs, and limitations clearly
- Converting suitable review opportunities into new applications
- Managing customer callbacks and your review pipeline effectively
- Maintaining accurate customer records using CRM systems
- Working towards clear sales and performance targets
- Delivering excellent customer outcomes while maintaining a strong commercial focus
What’s In It For You
- Monthly retainer available to provide additional income stability
- Realistic OTE of £50,000
- Top-performing advisors earning £70,000+
- Existing customer base provided
- No cold calling
- No self-generation or lead chasing
- Hybrid training period followed by the opportunity to work fully remotely
- Ongoing coaching, training, and performance support
- Clear performance expectations and excellent earning potential
Flexible Working
The role requires:
- 2 late shifts per week until 7pm
- Any 2 weekend days per month
This allows us to speak with customers at times that are convenient for them while giving advisors flexibility in how they structure their working month.
Induction & Training
Next induction: AUGUST
Your initial training will be delivered from our Milton Keynes office hub.
You’ll receive structured training covering our systems, review process, sales approach, products, compliance requirements, and customer journey.
Once you’re compliant, signed off, and performing consistently, you’ll have the opportunity to transition to home-based working.
Who We’re Looking For
We’re looking for people who are:
- Experienced in life insurance, protection, insurance sales, account management, customer service, or telesales
- Confident speaking with existing customers and building rapport quickly
- Comfortable identifying sales opportunities through structured review conversations
- Commercially minded and motivated by performance and earnings
- Confident handling objections and discussing customers’ financial priorities
- Self-motivated and comfortable managing their own pipeline
- Able to work within a regulated and compliance-focused environment
- Comfortable using CRM and customer management systems
- Flexible enough to work 2 late shifts per week and 2 weekend days per month
Previous protection or life insurance experience would be advantageous, but we’re also interested in strong salespeople with experience in other regulated or customer-focused environments.
Ready to Apply?
If you’re looking for a sales role with an existing customer base, excellent earning potential, structured support, and the opportunity to work fully remotely once established, we’d like to hear from you.
Job Type: Full-time
Pay: Up to £100,000.00 per year
Application question(s):
- Are you confident building rapport over the phone?
- Do you have New Business, Account Management or Telesales experience?
Work Location: Hybrid remote in Milton Keynes MK17 8AX
