- Manage relationships and provide ongoing advice to existing corporate clients, as required
- Identify and contact potential new corporate clients. Gather sufficient information and identify client needs
- Analyse information gathered and undertake sufficient research to make suitable recommendations, working alongside the corporate services admin as required
- Complete all supporting documentation in an accurate manner and in line with the compliance procedures of EFS
- Ensure that the level of service, as agreed with each client, is delivered in a timely manner
- Liaise with professional connections with regard to existing clients, as required and liaise with existing and potential new connections in order to develop new client opportunities
- Attain and maintain competent status as defined by the FCA and EFS
- Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the EFS Training & Competence scheme
- Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs
- Any other ad hoc duties reasonable and appropriate to the position
Back to searchEmployee Benefits Consultant
Medlock Partners Limited
Posted 9 hours ago, valid for 15 days
Elland, West Yorkshire HX5 9HB, England
£32,000 - £38,400 per annum
Full Time
Life Insurance
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Sonic Summary
- The position is for an Employee Benefits Consultant based in West Yorkshire, offering a salary of up to £60,000.
- Candidates should have experience in providing advice on Group Risk products and Private Medical Insurance.
- The role involves managing client relationships, identifying new corporate clients, and ensuring compliance with FCA regulations.
- Benefits include a 5% pension, 25 days of annual leave plus an extra day for your birthday, and a comprehensive employee benefit package.
- The company values diversity and encourages applications from all backgrounds, emphasizing that experience and salary levels are guidelines rather than strict requirements.
