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Protection Specialist
2 months ago
Job Opportunity at Quilter Financial Planning
We are seeking a highly skilled and dedicated Protection Adviser to join our team on a self-employed basis. As a key member of our team, you will play a vital role in providing high-quality protection advice to our valued clients.
Your Key Responsibilities:
- Provide expert protection advice to clients, ensuring their financial security and peace of mind.
- Conduct thorough fact-finding to understand clients' current finances, needs, and future aspirations.
- Embody our company values and promote them effectively, building trust and strong relationships with clients.
- Stay up-to-date with industry developments and maintain the highest level of knowledge required for the role.
- Deliver outstanding customer outcomes, prioritizing clients' needs and interests.
Requirements:
- CeMAP or relevant qualification.
- A positive attitude, trustworthy ethos, and excellent communication skills.
- Ability to explain complex information clearly and simply, ensuring clients understand their protection options.
- Efficient and precise completion of necessary documentation, adhering to company processes and timeframes.
