Insurance Adviser
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Position Overview & Specifications
Active is seeking experienced employed insurance (protection) advisers to join our very successful, dynamic, and energetic Chelmsford team!
We have a vibrant, fast-paced office environment and culture. We embrace digital marketing, hyper-efficient systems, and processes to drive exceptional results for our clients.
Active is an award-winning brokerage and the UK's leading specialist in making it easy for self-employed business owners to buy, refinance or invest in property. All leads are provided, along with regular training to maximise every opportunity, and to offer our clients the best holistic service.
Our clients come to us from all over the UK, therfore zoom, phone and email are a huge part of our day to day, and we rarely have clients wanting a face to face appointment.
We also have a large database of clients who require further protection advice, a huge part of this role will involve outbound calling to our existing clients for personal and business protection.
Key Products applicable to this role (we do not believe in loaded premiums):
Family Insurance
- Income protection
- Family Income benefit
- Life insurance
- Critical illness
- Health insurance
Business Insurance
- Key-man insurance
- Shareholder protection
- Business loan protection
- Relevant life
- Group policy income / health
We expect flexibility from the whole team to ensure we deliver as a business and for our clients - in turn, we offer the same flexibility to you when you need it.
We're an inclusive, mature business with zero tolerance - everyone deserves to be treated with respect and we try to reflect this in our values.
Values
- Proactive
- Positive
- Professional
- Personal
Skills
- Problem solver and out of the box thinker
- Good communication skills
- Results orientated to convert your leads into sales
- Competent, professional telephone manner, know how to empathise and read a situation - be a people person!
- Be tech-savvy
- Sales focused and advising experience.
If you're an insurance adviser for a bank, or in an estate agents then we're really comfortable and successful at training you how to be "whole of market", so apply now!
The package is a basic salary with tiered commission based on performance and for top performers there's a clear trajectory to earn 6-figures - all fully supported by our inhouse expertise and training.
If you want to join the A-Team lets have a conversation!
Job Types: Full-time, Permanent
Salary: £25,000.00-£100,000.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Flexitime
- Free parking
- On-site parking
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Chelmsford, CM2 6XW: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Which insurer is your preferred/favoured?
Experience:
- insurance advising/sales: 1 year (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 Insurance Adviser roles across Active Financial Limited'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 £25,000 - £100,000 bracket, including retirement vesting and health parity.
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