Job Description
A rare opportunity has arisen within a specialist Mortgage and Protection operation for a skilled Protection and Insurance Adviser.
The role:
* Insurance and Protection Adviser
* Employed, full time 40hrs a week, Hybrid working available.
* Basic salary plus circa 2k a month commission uncapped.
Job Summary
* Our Client seeks a motivated Insurance Advisor to join the team and help clients navigate the complex world of insurance.
* In this role, you will serve as a trusted consultant, providing expert advice on various insurance products, including critical illness, life, and property insurance.
* Your energetic approach will empower clients to make informed decisions that protect their futures while fostering long-term relationships.
* This position offers an exciting opportunity to leverage your sales skills to expand our client base and deliver exceptional customer service.
Responsibilities
* Engage with prospective clients using a CRM database via telephone.
* Conduct thorough analysis of clients’ needs to recommend suitable insurance solutions tailored to their individual circumstances
* Negotiate policy terms and premiums to achieve mutually beneficial agreements that meet client expectations and company standards
* Manage sales administration tasks such as processing applications, updating client records, and maintaining accurate documentation
* Communicate complex insurance concepts clearly and effectively to diverse customer groups
* Liaise with the mortgage advice team to provide insurance products tailored to the customers mortgage journey.
Requirements
* Experience working in a regulated financial services environment
* Track record of working to and achieving KPIs /targets
* Previous experience of making outbound calls
* Confidence in calling potential clients and building rapport
* Familiarity with CRM and sales tracking tools
Qualifications
Ideally CII Level 4/Industry qualifications.