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Life and business protection consultant

Milton (Cambridgeshire)
Permanent
Christie Insurance
Consultant
Posted: 9 May
Offer description

Job Description

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


1. Advising on solutions including key person insurance and shareholder protection to ensure business continuity during unforeseen circumstances.
2. Assessing business clients' needs and recommending suitable products aligned with their goals.
3. Ensuring all advice and sales adhere to insurance regulations.
4. Securing new clients and cross-selling to existing clients
5. Developing your reputation internally and externally as a professional, knowledgeable broker to build relationships
6. Acting as intermediaries between insura...

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