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Private Client Insurance Advisor
2 weeks ago
We are actively looking for a Private Client Insurance Advisor to join our growing A-Plan Private Clients team based in High Wycombe. This is a great opportunity to join a highly successful team and develop your experience and career within High-net-worth insurance. You will be responsible for building rapport with an existing book of clients and working closely with the team to achieve objectives.
**About you**:
- You will have experience developing and building long lasting relationships with Private or HNW Clients.
- You must have a passion for excellent customer services as this role will be working with existing clients and will be supporting their needs.
- You will be tenacious and have a business curiosity, as this will allow you to identify and explore opportunities for existing clients to drive the best possible outcome.
- You are willing to learn, as every day will be different. This is a great opportunity to expand your insurance knowledge and become Cert CII qualified.
- You are consultative, have the ability to question effectively and will be an active listener, you will take the time to fully understand client requirements and be able to advise on products and solutions - always identifying opportunities, but more importantly, looking for a 'path to yes’
**Rewards**:
We believe that great work and dedication should be rewarded, that’s why we offer:
- 22 days holiday, increasing to 27 days through service (plus bank holidays)
- Access to a Healthcare Cashplan, which gives you access to 17 different benefits, all paid for by A-Plan
- Excellent training and development schemes with accelerated career progression
- Company funded CII professional qualification
- Enhanced maternity & paternity policies
- Cycle to work loan scheme available to all employees
- Discount on gym membership across the UK - national and local gyms included
- Access to discounted personal health policies as well as a range of insurance products including home, motor, travel, specialist vehicles, critical illness, private medical, income protection etc.
- Access to hundreds of highstreet retailer discounts through our reward and recognition platform
- Employee Assistance Programme (EAP) to support employees outside of work
- The above details just a handful of the benefits available to A-Plan employees, for a more comprehensive list, please view our rewards booklet.
**Benefits**:
- Cycle to work scheme
- Employee discount
- Gym membership
- Private medical insurance
Work Location: In person
