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Sales protection advisor

Bath
CLARK UK
Protection advisor
Posted: 8 December
Offer description

The Company


CLARK UK is a high-growth Insurtech company which is part of the pan-European Insurtech group, Clark.de. The company aims to improve how protection is handled and has a lively, friendly team that is dedicated to protecting individuals and families. The company culture blends innovation and high performance with a fun work environment.


The Opportunity


CLARK UK is looking for a Senior Protection Advisor specialising in Life Insurance to help those who need it most. You will build rapport with clients and provide a consultative service to ensure each person receives the right product. The company offers training, development, and qualifications to help you protect families daily.


Responsibilities


* Consult with Clients: Conduct thorough needs-based assessments with potential clients to understand their financial situation, family structure, and long-term goals. This includes analysing any existing insurance policies and suggesting any additions or changes.
* Quality of Business & Retention: Focus on writing high-quality business that aligns with client needs, directly contributing to a strong client retention rate and fostering long-term relationships that result in referrals.
* Product Expertise: Maintain a deep and current knowledge of our full range of life insurance products and be able to explain policy features and benefits in a clear, understandable way.
* Compliance: Adhere strictly to all company policies and industry regulations. Complete and maintain accurate client documentation and records.
* Conduct and Professionalism: Maintain the highest level of professionalism and ethical conduct in all interactions, both with clients and colleagues, representing the company with integrity.
* Professional Development: Continuously participate in training and professional development opportunities to enhance product knowledge and sales skills.


Requirements

* Proven ability to consistently meet KPI's
* Excellent communication, active listening and rapport building skills
* A deep commitment to acting in our clients' best interest


Desirable

* 1+ years of industry experience as a Protection Advisor
* Experience in an outbound sales role


Benefits:

* 24 Days of Annual Leave
* 1 Wellbeing Day
* Private Medical Insurance
* Death in Service
* Income Protection
* Enhanced Parental Leave
* EV Scheme
* Employee Assistance Programme
* Perkbox


and more!

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