Insurance and Financial Services Professional

3 days ago


High Wycombe, Buckinghamshire, United Kingdom Brave Human Capital Group Full time

About the Role

We are seeking a highly skilled and motivated Insurance and Investments Advisor to join our team at Brave Human Capital Group. As an Insurance and Investments Advisor, you will play a critical role in providing exceptional service to our clients, ensuring their financial well-being and protecting their interests.

Key Responsibilities

  • Provide expert advice on insurance and investment products to clients, ensuring they have the right coverage and protection for their needs.
  • Conduct thorough needs assessments to identify gaps in clients' existing covers and provide tailored recommendations to address these gaps.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing guidance on how to achieve them.
  • Stay up-to-date with industry developments, regulatory changes, and product updates to ensure clients receive the best possible advice.
  • Collaborate with internal teams to ensure seamless delivery of services and achieve business objectives.

Requirements

  • Minimum GCSE C grade (or equivalent) in Maths and English.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong problem-solving skills, with the ability to analyze complex financial situations and provide effective solutions.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.

What We Offer

  • Competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • A supportive and collaborative work environment.


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