Our client, a successful advisory firm, are looking for an experienced life insurance consultant to join the team; The firm are looking for a driven, hard-working, and ambitious individual who is eager to provide a high level of service. The firm will provide the successful individual with regular leads as-well as weekly bonus payments.
Key Responsibilities
1. You will speak to prospective clients and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of service that they wish to receive.
2. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
3. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
4. You must utilise the research panel when selecting the correct options for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards.
5. You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information.