Company Description
Your Protection People specializes in helping clients find the optimal life insurance policy. Our team of independent advisors prides itself on simplifying the process to make it stress-free for our clients. Leveraging our extensive experience, we search a range of providers to identify the most suitable and affordable life insurance options. Life insurance is about protecting loved ones, and Your Protection People is dedicated to helping you achieve that goal.
Role Description
This is a full-time on-site role located in the Fareham area for a Protection Advisor. The Protection Advisor will be responsible for assisting clients in selecting life insurance policies, understanding their needs, and providing personalized recommendations. Daily tasks include contacting mortgage customers and other hot leads that are hot-keyed to you, assessing their insurance requirements, and liaising with various insurance providers to find the best policy options. The role involves maintaining detailed client records, and ensuring excellent customer service throughout the insurance selection process.
Qualifications
* Experience in customer service, client consultations, sales and understanding client needs
* Skills in policy assessment, provider liaison, and offering personalized recommendations
* Proficiency in maintaining detailed records and ensuring excellent customer service
* Strong communication skills, both verbal and written
* Ability to work independently and in a collaborative team environment
* Experience in the life insurance industry is a plus