Protection Products Advisor

14 hours ago


Eastleigh, Hampshire, United Kingdom Lloyd & Whyte Full time

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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