Insurance Sales

Salary: £30,000 – £72,000 per year

GW Recruitment is proud to be supporting a broker who are looking for a Protection Adviser to work either employed or self-employed to support their expanding business. If you like the sound of training, marketing, leading technology systems, support & development please apply.

Ideally you will have at least one year’s experience in life insurance protection sales, covering all products phone based. CeMAP, CII,RO5 qualification or equivalent is ideal but not essential. Additionally, a fantastic attitude and a desire to excel in your career. You should be outgoing and have a good client bank as you will need to source your own leads.

JOB PURPOSE

* Establish and convert leads into protection sales to meet targets as set by management in a compliant manner

* Carry-out pre filtering, fact finding and recommendations with clients to assess suitability and ultimately convert to leads to sales
Maintain excellent customer service and engagement standards

* Represent the company’s brand and values

* Fact Find the clients application and recommending the most suitable product for the client’s needs

* Maintain a long-lasting relationship with the client

* Excellent communication skills

* An understanding of the Mortgage and Second Mortgage Market (desireable)

* Commercial Awareness

* An ethical approach

* Industry regulation adherence and Knowledge and understanding of Compliance regulations

* Continued Personal development

General Responsibilities

* Fact-find existing customers

* Provide high quality professional independent Protection advice

* Recommend suitable Life/Critical Illness/Income Protection products that meet the client’s needs.

* Complete pre -sales medical calls with individual insurance providers to ensure you can offer the best product for your client.

* Complete detailed client medical questionnaires with insurance providers

* Liaise with different departments within the business.

* To organise your calendar with customers and providers.

* Manage your own workflows to fulfil your everyday duties.

* Ensure all regulatory documentation completed within the required timescales.

* To maintain knowledge of the financial services industry.

* Keep up to date with new protection products and changes in providers criteria.

* Embrace company values and promote them effectively alongside the Believe brand.

* Proactively pre-empt issues with regards to customers and resolve problems arising.

* Understand what Treating Customers Fairly (TCF) means and embed this fully within your work.

* To be proactive, hardworking, flexible and able to work under own initiative but also a team player.

* Aid in the development of the company processes and procedures to improve standardisation and efficiencies.

This is a cracking position for an experienced adviser who understands their own abilities and the potential true income from their own hard work. So, if you are a Insurance Adviser looking for your next role, join something different and exciting! Click the link to apply.