Financial Services Advisor Professional

24 hours ago


Bournemouth, Bournemouth, United Kingdom CV-Library Full time
Job Summary:

We are looking for a highly motivated Financial Services Advisor Professional to join our team in Bournemouth. As an Insurance Consultant, you will be responsible for generating new business, servicing existing customers, and identifying cross-sale opportunities.

Main Duties:
  1. Generating new business through direct enquiries and referrals
  2. Providing excellent customer service and ensuring a fully compliant service
  3. Managing a pipeline of customers and liaising with Underwriters and Insurers
  4. Completing internal underwriting and processing policy amendments and changes

Key Requirements:
  1. Previous experience in an insurance role or sales environment
  2. Strong communication and interpersonal skills
  3. Ability to work under pressure and meet targets
  4. Flexibility and adaptability
  5. Professionalism and confidence

What We Offer:
  1. A competitive salary of £25,000 - £30,000 per annum
  2. A range of benefits, including Aviva Digi Care and Critical Illness Cover
  3. Opportunities for career development and qualification

This is an excellent opportunity to start your career in Insurance/Financial Services and gain valuable experience.

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