High Net Worth Insurance Specialist

1 day ago

Fulham, Greater London, United Kingdom Capricorn-International Full time
Protection Adviser for High Net Worth Clients

We are seeking a skilled Protection Adviser to join our team at Capricorn Financial, a leading independent mortgage brokerage with a global presence. As a Protection Adviser, you will play a crucial role in providing expert advice to our clients on protection insurance solutions.

About the Role
  • Work closely with a team of Mortgage Advisers to generate mortgages and identify secondary needs for protection insurance
  • Develop and maintain relationships with clients, including High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals
  • Utilize your knowledge of the UK protection insurance market to provide tailored solutions to clients
  • Collaborate with our team to deliver exceptional results and grow our business
Requirements
  • Strong knowledge of the UK protection insurance market or similar
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet targets
  • Experience in account management and team leadership

We offer a competitive commission-only sales role with opportunities for business growth and professional development. If you are a motivated and experienced Protection Adviser looking for a new challenge, please apply.

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