Job Description

Insurance and Protection Adviser

Employed , full time 40hrs a week, Hybrid working available.

30k Basic plus circa 2k a month commission uncapped.

Job Summary

We are seeking a dynamic and motivated Insurance Advisor to join our 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 our 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 Provide ongoing customer service by addressing enquiries and explaining policy details. Liaise with our 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 Ability to prioritise workload based on sales pipeline and strategic goals Familiarity with CRM and sales tracking tools

Qualifications

CII Level 4 required

Join us as an Insurance Advisor and become a vital part of a vibrant team dedicated to empowering clients through expert advice and personalized solutions. Your enthusiasm for sales combined with your communication skills will make a real difference in helping our customers.

Job Types: Full-time, Permanent

Pay: 30,000.00 per year

Benefits:

Casual dress Company events Company pension Employee discount On-site parking Sick pay Work from home
Licence/Certification:

CII Level 4 (required)
Work Location: Hybrid remote in Tamworth B78 3HL