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Individual Healthcare Consultant

Vacancy Salary Up to £25,000 basic. £40,000 OTE
Location Taunton
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that's closing in 14 days.

Up to £25,000 basic salary

£40,000 OTE


Purpose of the Role:

  • Generation of New Business income through client referrals, Introducer Relationships, and other business development initiatives
  • Delivery of additional revenue growth through client referrals to other Health sales teams.
  • To operate in accordance with the company’s Sales Quality standards at all times and ensure that high quality outcomes are delivered for customers.
  • Alignment of own operational goals with the rest of the distribution channels to deliver high quality customer outcomes
  • Effective management of relationships with providers to deliver high quality outcomes for the business and clients.


Key Role Accountabilities:

  • Respond to New Lead Enquiries and contact clients to conduct a full market review to ensure client has the best policy to meet their needs and value for money. Processing appropriate paperwork to ensure completion in a timely manner.
  • Contacting and responding to telephone, email, internet, correspondence and facsimile new business leads, providing advice, quotations and recommendation of ‘best advice’ to the clients demands and needs.
  • Maintain the Client Management Database with accurate client data and considering any Data Protection issues.
  • Ensuring task lists are up to date and complete, requesting assistance where required.
  • Responding to all correspondences in a timely and professional manner.
  • Demonstrate a good understanding of the sales process and apply this in all sales related processes.
  • Consider all underwriting, regulatory and insurer requirements in all transactions.
  • Achieve Monthly and Annual targets.
  • Assist the Internal Sales Team and Sales Manager to achieve the annual business plan.
  • Answering the telephone and managing queries, filtering to the appropriate personnel where necessary.


Qualifications & Experience:

  • Experience within the Financial Services market is essential, with Private Medical Insurance experience desirable.
  • Experience in successfully converting potential customer enquiries essential
  • Experience in relationship building with Insurers/Providers, Clients and Account Managers
  • Experienced in using Microsoft Office Programs
  • Minimum of Cert CII or willingness to study towards qualification


Person Specification:

  • A proven ability to negotiate successfully on behalf of customers to deliver New Business targets.
  • Strong numeracy and literacy skills
  • Effective verbal and written communication skills
  • Strong, personable telephone manner
  • Professional, customer focused approach internally and externally when dealing with colleagues and distribution partners
  • Well organised and able to respond well under pressure and meeting deadlines
  • Working well as part of a team as well as being able to work for periods using own initiative
  • Copes well with change, internally within the business and externally within the market
  • Efficient and Reliable


Towergate Health & Protection is an award-winning independent intermediary specialising in health and wellbeing. Our extensive team of expert advisers looks after the health and wellbeing needs of more than 15,000 businesses and around 50,000 individual customers across the world. 

We have an ambition to be the UK healthcare intermediary of choice, and that ambition can only be realised if we constantly challenge ourselves to make things better for our clients. We’re always happy to hear from people who are looking for opportunities to work with us and help our business grow. #TGHP 

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14 Days