A rare opportunity has arisen within a specialist Mortgage and Protection operation for a skilled Protection and Insurance Adviser.
The role:
*Insurance and Protection Adviser
*Employed , full time 40hrs a week, Hybrid working available.
*Basic salary plus circa 2k a month commission uncapped.
Job Summary
*Our Client seeks a motivated Insurance Advisor to join the team and help clients navigate the complex world of insurance.
*In this role, you will serve as a trusted consultant, providing expert advice on various insurance products, including critical illness, life, and property insurance.
*Your energetic approach will empower clients to make informed decisions that protect their futures while fostering long-term relationships.
*This position offers an exciting opportunity to leverage your sales skills to expand our client base and deliver exceptional customer service.
Responsibilities
*Engage with prospective clients using a CRM database via telephone.
*Conduct thorough analysis of clients’ needs to recommend suitable insurance solutions tailored to their individual circumstances
*Negotiate policy terms and premiums to achieve mutually beneficial agreements that meet client expectations and company standards
*Manage sales administration tasks such as processing applications, updating client records, and maintaining accurate documentation
*Communicate complex insurance concepts clearly and effectively to diverse customer groups
*Liaise with the mortgage advice team to provide insurance products tailored to the customers mortgage journey.
Requirements
*Experience working in a regulated financial services environment
*Track record of working to and achieving KPIs /targets
*Previous experience of making outbound calls
*Confidence in calling potential clients and building rapport
*Familiarity with CRM and sales tracking tools
Qualifications
Ideally CII Level 4/Industry qualifications.