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Senior Life Insurance Advisor

2 months ago

Swansea Wales, Wales, United Kingdom Brook Street Full time

Brook Street are working with a highly reputable Insurance Broker based in Swansea. They're looking to employ an experience Senior Life Insurance Advisor to join their experienced team. This role is a full time opportunity with an attractive salary and benefits package.


Responsibilities and Duties:

  • Engage with prequalified leads to discuss Life Insurance requirement's.
  • No cold calling involved.
  • Conduct thorough fact-finding over the telephone, taking a consultative approach to understand policy needs.
  • Provide expert advice on regulated Life Insurance products.
  • Convert leads into sales while meeting monthly KPIs.
  • Identify and pursue opportunities for cross-selling products to generate business and increase profitability.
  • Deliver exceptional customer service and provide a valued service to clients.
  • Perform minimal administrative duties, supported by a dedicated administrative team.
  • Ensure compliance with FCA rules and regulations, maintaining a high standard of compliance.


Requirements:

  • Proven experience in a contact centre or sales environment.
  • Experience in the insurance industry, preferably within protection products.
  • Sales experience with a proven track record in a target-oriented environment.
  • Exceptional verbal communication and customer service skills.
  • Strong drive and tenacity to meet and exceed targets, with a hunger for bonuses.
  • Well-organised and able to work effectively under pressure in a target-driven environment.
  • CII qualification or other insurance-related qualifications (desired but not essential).


Benefits:

  • Flexible working options available, including a mix of office and home working once training is complete.
  • Opportunity for personal and career development with fully funded, nationally recognised Insurance qualifications (e.g., CII).
  • Work in a people-focused company with a strong emphasis on employee development.
  • Competitive salary with substantial uncapped performance-related bonuses.
  • Supportive team environment with minimal administrative responsibilities.