Our client, a successful advisory firm, are looking for an experienced protection adviser to join the team; The firm are looking for a driven, hard-working, and ambitious individual who is eager to provide a high level of service. The firm will provide the successful individual with regular leads as-well as weekly bonus payments.
Key Responsibilities
* You will speak to prospective clients and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of service that they wish to receive.
* You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
* You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
* You must utilise the research panel when selecting the correct options for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards.
* You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information.
<...