Insurance and Mortgage Brokers
52AI USED FOR52%moving to90%
THE DOOR, NOWC
THE DOOR, 20 YRSD
STARTING PAY£25,000 - £32,000
REGULATORY MOATThe law requires human oversight. That human could be you.
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FOR ADULTS · MOVING WITHOUT RETRAINING
Move sideways
Not every change means going back to a classroom. Name the job you do now and see the careers whose day-to-day work already overlaps yours, with the shared tasks shown so you can judge the match yourself. Measured August 2026.
The job you have
Measured by the same engine as every career on this site. This is the number the moves below are compared against.
8 moves your day-to-day already reaches
Each one shares real tasks with your job and sits in a better position against AI: less of the work already automated, or something structural protecting it that your job does not have. The shared tasks are quoted underneath, in both jobs' own words, so you can judge the match rather than trust a score.
Claims Manager
30AI USED FOR
6 of your tasks carry across. AI is used for 22 points less of this work than yours (30% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Prepare and present detailed financial reports and product recommendations to clients.THIS JOB Prepare detailed reports on claims trends and outcomes for management review.shared: prepare, detailed, report
- YOUR JOB Assist clients in completing necessary paperwork and applications for insurance and mortgage products.THIS JOB Coordinate with clients, insurance adjusters, and legal teams to gather necessary information.shared: client, necessary, insurance
- YOUR JOB Conduct thorough assessments of clients' financial situations to recommend appropriate insurance and mortgage products.THIS JOB Coordinate with clients, insurance adjusters, and legal teams to gather necessary information.shared: client, insurance
Directors in Consultancy Services
30AI USED FOR
6 of your tasks carry across. AI is used for 22 points less of this work than yours (30% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Build and maintain strong relationships with clients through regular communication and follow-ups.THIS JOB Cultivate and maintain strong relationships with clients, stakeholders, and industry partners to foster collaboration and trust.shared: maintain, strong, relationship, client
- YOUR JOB Prepare and present detailed financial reports and product recommendations to clients.THIS JOB Develop and present strategic recommendations and reports to executive leadership and clients.shared: present, report, recommend, client
- YOUR JOB Stay updated on industry regulations, market trends, and new products to provide informed advice.THIS JOB Stay abreast of industry developments and regulatory changes to provide informed advice and strategies to clients.shared: stay, industry, informed, advice
Building Surveyor
4AI USED FOR
5 of your tasks carry across. AI is used for 48 points less of this work than yours (4% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Prepare and present detailed financial reports and product recommendations to clients.THIS JOB Prepare detailed reports and documentation on compliance issues and site findings.shared: prepare, detailed, report
- YOUR JOB Stay updated on industry regulations, market trends, and new products to provide informed advice.THIS JOB Stay updated on changes in legislation and building regulations to ensure ongoing compliance.shared: stay, updated, regul
- YOUR JOB Research and compare various insurance policies and mortgage rates from different providers to find the best deals for clients.THIS JOB Provide expert advice to clients, architects, and contractors regarding building regulations and best practices.shared: best, client
Health Educator
18AI USED FOR
5 of your tasks carry across. AI is used for 34 points less of this work than yours (18% against your 52%). The door for a new entrant is A - easy; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Conduct thorough assessments of clients' financial situations to recommend appropriate insurance and mortgage products.THIS JOB Conduct individual assessments to identify clients' needs and establish treatment goals.shared: conduct, assessment, client
- YOUR JOB Build and maintain strong relationships with clients through regular communication and follow-ups.THIS JOB Maintain detailed and confidential client records, tracking progress and adapting treatment as necessary.shared: maintain, client
- YOUR JOB Prepare and present detailed financial reports and product recommendations to clients.THIS JOB Maintain detailed and confidential client records, tracking progress and adapting treatment as necessary.shared: detailed, client
Account Manager
30AI USED FOR
5 of your tasks carry across. AI is used for 22 points less of this work than yours (30% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Build and maintain strong relationships with clients through regular communication and follow-ups.THIS JOB Develop and maintain strong relationships with key clients to understand their business needs and objectives.shared: maintain, strong, relationship, client
- YOUR JOB Stay updated on industry regulations, market trends, and new products to provide informed advice.THIS JOB Stay informed about market trends and competitor activities to provide strategic insights to clients.shared: stay, market, trend, informed
- YOUR JOB Conduct thorough assessments of clients' financial situations to recommend appropriate insurance and mortgage products.THIS JOB Conduct regular meetings and presentations to update clients on new products, services, and industry trends.shared: conduct, client, product
Business Development Manager
30AI USED FOR
5 of your tasks carry across. AI is used for 22 points less of this work than yours (30% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Build and maintain strong relationships with clients through regular communication and follow-ups.THIS JOB Develop and maintain relationships with key clients and stakeholders.shared: maintain, relationship, client
- YOUR JOB Prepare and present detailed financial reports and product recommendations to clients.THIS JOB Prepare and deliver compelling presentations and proposals to potential clients.shared: prepare, present, client
- YOUR JOB Research and compare various insurance policies and mortgage rates from different providers to find the best deals for clients.THIS JOB Negotiate contracts and agreements with clients to secure profitable deals.shared: deal, client
Financial Accounts Relationship Manager
30AI USED FOR
5 of your tasks carry across. AI is used for 22 points less of this work than yours (30% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Prepare and present detailed financial reports and product recommendations to clients.THIS JOB Prepare and present financial reports and proposals to clients, demonstrating value and insights.shared: prepare, present, financial, report, client
- YOUR JOB Build and maintain strong relationships with clients through regular communication and follow-ups.THIS JOB Cultivate and maintain strong relationships with clients, understanding their financial needs and objectives.shared: maintain, strong, relationship, client
- YOUR JOB Stay updated on industry regulations, market trends, and new products to provide informed advice.THIS JOB Stay updated on market trends and regulatory changes to advise clients effectively.shared: stay, updated, market, trend
Import and Export Agency Director
30AI USED FOR
5 of your tasks carry across. AI is used for 22 points less of this work than yours (30% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Build and maintain strong relationships with clients through regular communication and follow-ups.THIS JOB Build and maintain relationships with key stakeholders in various countries.shared: build, maintain, relationship
- YOUR JOB Conduct thorough assessments of clients' financial situations to recommend appropriate insurance and mortgage products.THIS JOB Conduct risk assessments and implement mitigation strategies.shared: conduct, assessment
- YOUR JOB Research and compare various insurance policies and mortgage rates from different providers to find the best deals for clients.THIS JOB Negotiate contracts with suppliers, clients, and logistics providers.shared: provid, client
Matches come from both careers' own published task lists, not from a similarity score we ask you to trust. A move being listed does not mean an employer will agree: it means the work overlaps and the measurement is better. Retraining routes, if you decide you want one, are on the switch page.