Protection Products Advisor
14 hours ago
Job Description:
We are seeking a Protection Products Advisor to join our team at Lloyd & Whyte. As a key member of our sales team, you will be responsible for providing expert advice on protection products to clients and growing our customer base.
Key Responsibilities:
- Achieve individual objectives and key performance indicators as set and agreed.
- Attend daily meetings with your team to discuss progress and share best practices.
- Undertake telephone-based quotes with prospective clients using fact-finding to capture data.
- Research the market and provide quotes and information to clients relevant to their protection needs.
- Follow up calls to clients to chase decisions and progress of quote.
- Overcome objections and promote the key selling features of recommended insurers.
- Apply for cover on the insurers' site and chase progress.
- Liaise with underwriters to gain insight into whether cover will be accepted and on what terms to advise clients.
- Ensure all policy administration is dealt with in a professional and timely manner.
- Adhere to all Company, regulatory, and compliance guidelines requirements.
- Maintain own technical competence.
- Support colleagues from all areas of the business when required.
Qualifications:
- Chartered Insurance Institute Certificate in Insurance
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