Protection Advisor

6 days ago

Greater Bristol Area, United Kingdom CLARK UK Full time

The Company

CLARK UK is a high-growth Insurtech company which is part of the pan-European Insurtech group, The company aims to improve how protection is handled and has a lively, friendly team that is dedicated to protecting individuals and families. The company culture blends innovation and high performance with a fun work environment.

The Opportunity

CLARK UK is looking for a Senior Protection Advisor specialising in Life Insurance to help those who need it most. You will build rapport with clients and provide a consultative service to ensure each person receives the right product. The company offers training, development, and qualifications to help you protect families daily.

Responsibilities

  • Consult with Clients:

Conduct thorough needs-based assessments with potential clients to understand their financial situation, family structure, and long-term goals. This includes analysing any existing insurance policies and suggesting any additions or changes.
- Quality of Business & Retention:

Focus on writing high-quality business that aligns with client needs, directly contributing to a strong client retention rate and fostering long-term relationships that result in referrals.
- Product Expertise:

Maintain a deep and current knowledge of our full range of life insurance products and be able to explain policy features and benefits in a clear, understandable way.
- Compliance:

Adhere strictly to all company policies and industry regulations. Complete and maintain accurate client documentation and records.
- Conduct and Professionalism:

Maintain the highest level of professionalism and ethical conduct in all interactions, both with clients and colleagues, representing the company with integrity.
- Professional Development:

Continuously participate in training and professional development opportunities to enhance product knowledge and sales skills.

Requirements

  • Proven ability to consistently meet KPI's
  • Excellent communication, active listening and rapport building skills
  • A deep commitment to acting in our clients' best interest

Desirable

  • 1+ years of industry experience as a Protection Advisor
  • Experience in an outbound sales role

Benefits:

  • 24 Days of Annual Leave
  • 1 Wellbeing Day
  • Private Medical Insurance
  • Death in Service
  • Income Protection
  • Enhanced Parental Leave
  • EV Scheme
  • Employee Assistance Programme
  • Perkbox

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