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Owner - Manor Financial Advice and The Income Protection Group
Company Description
Manor Financial specializes in providing the best policies to consumers, with services ranging from Life Insurance, Income Protection, Private Medical, Over 50's, and Funeral Plans. We are committed to growing and building relationships with trusted introducers to better serve our clients. Our company prides itself on offering tailored solutions that meet the unique needs of each consumer. By maintaining high standards of service, we aim to ensure optimal financial security and peace of mind.
Role Description
This is a full-time on-site role for a Protection Adviser located in Cheadle. The Protection Adviser will be responsible for advising clients on various protection policies, including Life Insurance, Income Protection, and Critical Illness. Day-to-day tasks will include assessing clients' needs, recommending suitable policies, building and maintaining client relationships, and ensuring the accuracy and compliance of all documentation. The role requires a client-focused approach to provide exceptional service and achieve optimal outcomes for clients.
Qualifications
* Experience in Life Insurance, Income Protection, and Relevant Protection Products
* Strong interpersonal and communication skills
* Ability to assess clients' needs and recommend suitable policies
* Attention to detail and compliance-focused
* Proven track record in client relationship management
* Proficiency in using financial advisory software and tools
* Certifications in financial planning or insurance advisory are a plus
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
* Industries
Insurance
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