Insurance Solutions Specialist

3 days ago


Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time
Protection Adviser Role

We are seeking an experienced Protection Adviser to join our team on a self-employed basis. As a member of our team, you will be responsible for providing high-quality protection advice to valued clients.

Your key tasks will include:

Key Tasks:

  1. Conducting thorough fact-finding exercises to understand clients' financial needs and goals.
  2. Delivering exceptional customer service and building strong relationships with clients.
  3. Staying up-to-date with industry developments and maintaining the highest level of knowledge required for the role.
  4. Embodying our company values and promoting them effectively to clients and colleagues alike.

We offer a highly competitive salary package, including a base salary of £60,000 per annum, plus bonuses and benefits.

Requirements:

  • CeMAP or relevant qualification.
  • A positive attitude and trustworthy ethos.
  • Excellent communication and interpersonal skills.
  • The ability to explain complex information clearly and simply.


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