Company Description
Basil James Financial Services has been a trusted partnership since 1998, known for providing professional mortgage advice in Somerset and Bristol. With offices in Bristol and Ilminster, we cater to clients across South Gloucestershire, Bristol, Bath, and Somerset. Our services include a range of mortgage options, equity release, and insurance products. We are dedicated to offering friendly and sound professional advice to help you make informed financial decisions.
Role Description
This is a self employed full-time on-site role for an Insurance & Protection Advisor located in Ilminster. The Insurance & Protection Advisor will assist clients in selecting the most suitable life assurance and health insurance products. Day-to-day tasks include conducting consultations, assessing client needs, providing recommendations, and ensuring clients understand the features and risks associated with various insurance products. Additionally, the role involves maintaining client relationships and delivering exceptional customer service.
Qualifications
* Experience in Insurance and Finance advantageous
* Proven Consulting and Customer Service skills
* Excellent Communication skills
* Strong analytical and problem-solving abilities
* Ability to work independently and efficiently
* Relevant professional qualifications are advantageous
* Strong sales and negotiating background