Life Insurance Adviser

2 weeks ago

London, United Kingdom Pure Resourcing Limited Full time

Life Insurance Adviser / Protection Broker - London Our client, A market leading prestigious brand, needs little introduction, they deliver a diligent approach and quality service for which they are renowned throughout the world, helping finance private or commercial property transactions.

The specialist insurance advisers work closely with a network of approved insurance providers to guide customers on the most competitive and comprehensive insurance options, whether it’s life, home, contents, or business insurance.

Responsibilities:

  • Contacting all opportunities referred from the mortgage team
  • Meeting the objectives and targets set out in the annual business plan, agreed with line manager and business
  • To complete a full Fact-Find on the CRM system to establish the client’s current finances and future needs and preference, which demonstrates Knowing Your Client (KYC) and that the client is central to the advice and recommendation
  • Explain the service clearly to a potential client from the outset, explaining the service we provide and our regulatory status as per the terms of business
  • Provide the client with all required documentation as stated in the sales process
  • Collecting and authenticating all documents required to support the advice and recommendation before submitting to a provider
  • Ensuring that you follow the protection policy and procedure from initial client contact to placing policy on risk
  • All clients are verified and certified before submitting business to protection providers
  • Attend weekly sales team meeting
  • Attend monthly/Quarterly results meeting and present results in all targeted areas to your Sales Manager
  • Ensuring all client communication is documented on the CRM system to provide full audit trail.

Key Requirements:

  • 2 years+ experience in a similar role.
  • A track record of banking £150k+ per annum*
  • Ability to communicate with others in a professional and helpful manner both face to face and on the telephone
  • Good standard of English grammar, spelling and takes pride in presentation of work.
  • Dedication, loyalty, diligence, and efficiency.
  • Punctual with a tidy manner.
  • Well presented, have a clear speaking voice.

Package:

  • Basic salary to £36k
  • £70k+ OTE
  • Pension contribution
  • 23 days holiday - after 2 years increases each year to max 25 days (Plus Bank Holidays) Xmas off not part of annual leave
  • Interest free season loan for travel if required
  • Pension contribution
  • Private medical care day one
  • GP referral scheme
  • Cycle to work scheme
  • Reduced gym rates.
  • A fantastic, genuine HNW lead source.

  • Life Insurance Adviser

    1 week ago

    London, Greater London, United Kingdom Pure Resourcing Limited Full time

    Life Insurance Adviser / Protection Broker - London Our client, A market leading prestigious brand, needs little introduction, they deliver a diligent approach and quality service for which they are renowned throughout the world, helping finance private or commercial property transactions. The specialist insurance advisers work closely with a network of...

  • Life Insurance Underwriter

    1 month ago

    London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA.Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: * Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial submissions,...

  • Life Insurance Underwriter

    3 weeks ago

    London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA.Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: * Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial submissions,...

  • Life Insurance Agent

    2 weeks ago

    London, United Kingdom Click Recruit Full time

    Click Group are looking for a number of Experienced Life insurance consultants in London and surrounding areas, WFH accepted, As a consultant for the business, you will required to sell on an advised basis with the leading U.K’s leading insurers that we work with. Each consultant will be transferred min of 12 hot keys from our internal lead generation...

  • Life Insurance Underwriter

    2 months ago

    London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA. Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: * Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial...

  • Life Insurance Underwriter

    3 weeks ago

    London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA. Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: * Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial...

  • Life Insurance Underwriter

    3 weeks ago

    London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA.Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: * Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial submissions,...

  • Life Insurance Underwriter

    4 weeks ago

    London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA. Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: * Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial...

  • Life Insurance Underwriter

    2 months ago

    London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA. Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: * Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial...

  • Life Insurance Underwriter

    3 weeks ago

    London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA. Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: * Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial...

  • Life Insurance Underwriter

    3 weeks ago

    London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA. Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: * Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial...

  • Life Insurance Underwriter

    3 weeks ago

    London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA. Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: * Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial...

  • Life Insurance Underwriter

    7 days ago

    London, Greater London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA. Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: * Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial...

  • Insurance Adviser

    7 days ago

    London, United Kingdom National Grid Full time

    **Insurance Adviser**: - Location: London, GB, WC2N 5EH- Division: Risk and Insurance UK- Job Type: - Requisition Number: 53896- Department: Finance- Job Function: Finance and Risk**There’s never been a more exciting time to join National Grid!** As a nation, we’re working towards the goal of net zero carbon by 2050 and we’re committed to helping...

  • Life Insurance Underwriter

    3 weeks ago

    London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA. Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial submissions,...

  • Life Insurance Underwriter

    3 weeks ago

    London, United Kingdom AMC Insurance Appointments Ltd Full time

    We are seeking a dedicated Life Insurance Underwriter to join the team in a fast growing and successful Insurtech Life MGA. Reporting to the Chief Risk Officer (CRO), the successful candidate will be expected to: Evaluate applications that fall outside the parameters of our online underwriting engine. This includes thoroughly examining initial submissions,...

  • Insurance Adviser

    7 days ago

    London, Greater London, United Kingdom National Grid Full time

    Insurance Adviser: Location: London, GB, WC2N 5EH Division: Risk and Insurance UK Job Type:Requisition Number: Department: FinanceJob Function: Finance and RiskThere's never been a more exciting time to join National GridAs a nation, we're working towards the goal of net zero carbon by 2050 and we're committed to helping Britain reach this target by building...

  • Insurance Adviser

    2 weeks ago

    London, United Kingdom Macmillan Cancer Support Full time

    **Permanent** **Location**: Split between home and our London Office: minimum one day in office.** **Full time (34.5 hours), we are open to discussing how you work these hours.** **Salary Range**: **London: £37,000.00 to £41,000.00** At Macmillan you'll find talented people working together to do whatever it takes to support people living with cancer....

  • Insurance Adviser

    2 months ago

    London, United Kingdom Jigsaw Recruitment Full time

    Job Reference: 00000043-1 - Date Posted: 20 January 2023 - Recruiter: Jigsaw Recruitment - Location: Dagenham, London - Salary: £18,000 to £25,000 - Sector: Financial Services - Job Type: Permanent Insurance Adviser: Dagenham, Essex - Salary £18,000 to £25,000 with an excellent benefits package Jigsaw Recruitment are working alongside a well known and...

  • Sales Adviser Life Insurance

    1 week ago

    London, United Kingdom LifeSearch Full time

    We are looking for a number of new Advisors to join our highly successful team on a hybrid basis at our London EC2A office. The role provides a £27,000 basic salary and an uncapped commission with potential earnings of £45,000 OTE in year one depending on your experience. **Our recruitment process.** - We will review your CV and notify you if you have...