Trainee Insurance Consultant – Fully Funded Qualifications

About the role

Join a small, high‑energy insurance brokerage in Taunton as a Trainee Insurance Consultant. This is a full‑time, permanent position designed for candidates without prior insurance experience, offering a clear pathway into the industry while you earn a competitive salary.

Key responsibilities

• Consult with clients to understand their needs and recommend suitable personal, commercial, or claims insurance policies.
• Maintain accurate client portfolios and digital records.
• Collaborate with the team to achieve sales targets and personal development milestones.
• Participate in interactive training sessions and work towards Chartered Insurance Institute (CII) qualifications.

Required profile

• Strong communication skills and a natural ability to build rapport.
• Ambitious, detail‑oriented and eager to develop a long‑term career in insurance.
• Basic education level (e.g., GCSE Maths) to support CII coursework.
• Right to work in the UK.

Required skills

• Proficiency with standard office software, particularly Microsoft Office.

What we offer

• Competitive starting salary up to £33,000 per year.
• Fully funded CII qualifications and ongoing professional development.
• A supportive, close‑knit team culture that celebrates individual wins.
• Clear career progression across personal, commercial, and claims insurance.