Job Title:

Sales Executive

Hours of work


Reporting to:


Place of work

On the road / home / hot desk


UK (London & Manchester) – No restrictions to areas

Travel Required:

Client meetings


Self Employed

Position Type:

Self-Employed full time and Part Time

Future opportunities

Business Development Management



Provided as part of development and role



The beauty of working with Proactive Medical & Life is that you’ll be in control of running your very own business under our umbrella Proactive Protection, but with the assurance that you’ll have the backing and branding of a one of the most experienced and expert companies within the industry.  Ours is a name that wins respect, not to mention a clutch of awards for our services.


With your talent for winning private clients, family business and developing business-to-business sales, and our reputation in domestic and international healthcare, life insurance and income protection, we’ll make a great partnership.   


We will support you with your appointments and your sales, leaving you to self-generate further opportunities for yourself.  You'll be very much your own boss, but backed by superb marketing, excellent training and expert support from our support network. In short, all the tools you need to build a very successful business, with significant investment coming from us.

You don't need experience in financial services, just a talent for face to face sales, a disciplined approach and lots of drive.


Job Description

Role and Responsibilities

Your main responsibilities will include:

·         Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

·         Networking and building your network of contacts so that you can grow your portfolio

·         Calculate premiums and establish payment method.

·         Call on policyholders to deliver and explain policy, to analyse insurance program and suggest additions or changes, or to change benefits.

·         Gather data from clients to obtain and provide information and quotes when proposals are made for a policy.

·         Customise insurance plans to suit individual customers, often covering a variety of risks.

·         Develop marketing strategies to compete with other individuals or companies who sell insurance.

·         Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage

·         Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

·         Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

·         Perform administrative tasks, such as maintaining records and handling policy renewals.

·         Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

·         Select companies that offers type of coverage requested by client to underwrite policy.

·         Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including life insurance, income protection, medical and dental insurance.

·          Gather detail from clients in order to introduce business to our partners to cover specialist areas, giving you greater earning potential.

·         All clients belong to Proactive Medical & Life Ltd.

Qualifications and Education Requirements

Minimum of 3 A Levels or Equivalent.

Your communication skills (both verbal and written) need to be top notch, especially when it comes to giving customer service.

It also helps if you have some of the following skills:

·         Good analytical skills

·         Sales and negotiating skills

·         Confident (you’ll be doing lots of presentations)

·         Organised

·         Ability to make own decisions

·         Honesty

Future Opportunities

This role has been created to build on the opportunity for growth and development for the company.  Our targets include goal setting for year 1, year 2 and year 3.


Year 1.    0- 6 months

To learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.  Growth and development with back office system and becoming proficient in sales of protection products.


2.     6 months +

Once trained and competent in all areas of services, you will be supported in building your own business under our very strong umbrella.  You will build up a portfolio of clients, which will create continuous earning potential.  

3.   Business Development Management Opportunities

Once fully competent, you will have the opportunity to build your own team of sales executives, while maximising further earning potential and building growth for your business and our brand!


 Additional Notes

The role has uncapped earning potential, so the more business you write the more you earn.

So what can you expect to earn in this job?  Conservative Figures:

When you first start as a newbie, you’re looking at taking home around £18,000 and £25,000 a year.

Get some more experience in the role and you can earn between £30000 and £50000 a year.

Reach the high heights of senior sales executive and your salary is uncapped earnings - the sky is your limit.

Is this role for you?


Send your CV to or call us on 020 8207 7394