Location: Milton Keynes/Salisbury/Chester- Hybrid working pattern
Purpose of the role:
Are you passionate about helping people secure their futures and thrive on building relationships? Join us as a Life and Business Protection Consultant! In this role, you'll connect with new clients to provide tailored advice on business insurance and employee benefits, while strengthening bonds with existing clients through cross-selling. You'll also build strong relationships with insurers, staying ahead of industry trends to offer the best protection solutions. You will develop your profile to become the go-to expert in life and business protection both internally and externally.
Duties and Responsibilities
* Advising on solutions including key person insurance and shareholder protection to ensure business continuity during unforeseen circumstances.
* Assessing business clients' needs and recommending suitable products aligned with their goals.
* Ensuring all advice and sales adhere to insurance regulations.
* Securing new clients and cross-selling to existing clients
* Developing your reputation internally and externally as a professional, knowledgeable broker to build relationships
* Acting as intermediaries between insurance companies and clients.
* Explaining various policy options, recommending appropriate coverage amounts, and guiding clients toward insurance products that best suit their individual or business needs.
Skills and Experience
* Demonstratable experience as an advisor on Life Insurance, Key Person Insurance, Shareholder Protection, and Employee Benefits, specifically within a commercial setting or the SME (Small and Medium Enterprise) sector
* A well-founded understanding of the fundamentals of Insurance and its legal context and operation of the Insurance marketplace
* A proven track record of maintaining strong conversion rates in both quoting and selling to new and existing clients
* A strong understanding of life insurance, corporate protection products, and other solutions designed to safeguard assets, manage debt, and secure income
* Highly professional with an engaging and friendly manner maintaining a client-led approach
* Strong relationship building, influencing and team building skills
* Proficient in financial analysis and economic principles to manage policies and claims
* Ability to use software for statistical analysis and predictive modelling
* CII Cert- R05 (Minimum qualification required)
What We Offer:
* Uncapped commission structure paid monthly
* 25 days holiday (plus 8 bank holidays)
* Flexible working
* Company sick pay
* Income protection if you fall ill
* Pension
* Life assurance
* Opportunities for learning and development
* Contributions to eye tests
* Employee Assistance Programme
About Us:
Christie Insurance is proud to be part of a renowned group of companies that deliver exceptional sector expertise and comprehensive support to our clients. With over 90 years of heritage, Christie & Co leads our group and collaborates with Christie Finance and Christie Insurance to create a unique and effective business model. Together, we provide an all-encompassing solution for our clients and pride ourselves on being an independent Commercial Insurance Broker, not an aggregator.
At Christie Insurance, we are driven by a passion for sales, a commitment to excellence, and a dedication to teamwork. We offer a dynamic and fast-paced environment where you can thrive and achieve uncapped commission. As an independent broker, we provide unparalleled opportunities to connect with professionals across various sectors, empowering you to make a meaningful impact while building a successful career.