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Financial Services Advisor
2 months ago
Job Title: Insurance Advisor
Company: Jobshop UK Limited
Job Type: Full-time
Industry: Financial Services
Location: Remote (Flexible)
About the Role:
We are seeking a highly motivated and experienced Insurance Advisor to join our team. As an Insurance Advisor, you will play a crucial role in selling and renewing insurance contracts to clients within a specific company division.
Key Responsibilities:
- Sales and Advisory: Present a professional image of oneself in line with company reputation, engage with marketing strategy, and assist Head of Trading to achieve renewal retention and growth targets.
- Client Management: Review the demands and needs of assigned customers and advise on the most appropriate insurances to meet their demands and needs.
- Administration: Manage an existing book of business, assist with new enquiries to expand the Company's client base, and administer clients' insurance requirements on a daily basis.
- Communication: Produce high-quality broking submission reports and broke risks to the Insurance market, demonstrate effective negotiation skills, and liaise with insurers and other third parties regarding clients' insurance needs.
- Technical Support: Provide technical support to colleagues on request and maintain effective working relationships with colleagues assisting in achievement of overall company objectives.
Requirements:
- Qualifications: Commitment to progress towards Cert CII a necessity.
- Experience: Ideally, you will have insurance experience, but applications from applicants from other financial services telephone-based backgrounds would be considered.
- Skills: Excellent sales and negotiation skills, good business sense, possession of initiative and enthusiasm, excellent administration skills, integrity, effective planning and organisational skills, ability to work calmly under pressure, confidentiality, strong analytical skills, excellent time management skills with the ability to assess priorities, excellent oral and written communication skills, higher level of interpersonal skills and self-motivation, flexibility, solution-driven, and creative.
What We Offer:
We offer a competitive salary, team bonus, and opportunities for professional development and growth.
Language: English (en-US)
