Company Description
Intrinsic House Ltd is a proactive, forward-thinking company offering bespoke and holistic advice journeys for its clients. We pride ourselves on providing tailored advice to meet the unique needs and circumstances of each client. Our team of professionals is dedicated to delivering exceptional service and solutions that prioritize client satisfaction. Based in London, we strive to foster long-term relationships built on trust and expertise.
Role Description
This is a full-time self employed hybrid role for an Insurance Broker located in the London Area, United Kingdom. The role allows for some work from home. The Insurance Broker will be responsible for advising clients on insurance products and services, managing client portfolios, conducting financial analysis, and implementing retirement planning strategies. This role involves both client-facing tasks and administrative duties to ensure comprehensive and efficient service delivery.
Qualifications
* Insurance Brokerage and Insurance skills
* Customer Service skills
* Excellent written and verbal communication skills
* Strong analytical and problem-solving skills
* Ability to work independently and as part of a team
* Experience with financial planning software is a plus