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This is a fantastic opportunity to join one of the UK’s largest and most highly respected names in the Financial Services Industry. Our client is one of the largest Wealth Management companies in the UK and have a thriving Life Insurance division. Due to continued year on year growth we are looking to recruit several new Life Insurance Advisers into the team. With a flexible culture, this role can be fully home based.
You will benefit from very high conversion rates, extremely low lapse rates and average premiums substantially higher than the market average.
Please note this is a very consultative, 'quality over quantity' type of role, focused on HNW clients. You will not be making volume calls. Your clients will regard you as a trusted adviser that will help them to achieve the correct level of protection for themselves and their families.
This is a rare opportunity to join a company that will genuinely invest in your development, taking the time to help you develop your career within an agreed timeframe. You will be given full training and will be guided through all of the relevant RO1 and RO5 qualifications. This is an opportunity to join a passionate team within a fantastic business and begin building a long-term career within Financial Services.
The Position / Responsibilities
- You will be focused on the HNW market and operating as a true consultant, trusted by your client
- You will be providing telephone-based advice to clients regarding Life Insurance and Protection services
- Initially you will be guided through a detailed training scheme where you will become fully qualified in relevant qualifications (paid for and trained by the company)
- Conducting fact finds and researching client requirements
- Maintaining records on the internal system and following company sales process
- Building rapport and communicating professionally with clients
- Making sure clients are receiving the best possible service at all times
What We’re Looking For
- Previous experience within Protection / Life Insurance is required
- Ideally relevant qualification (E.g. R01)
- Previous experience in a professional customer focused environment is essential
- A technical mind able to deal with complex premiums and policies
- A professional approach and excellent communication skills is vital
- Ability to communicate effectively over the phone
- Self-motivated and a desire to succeed
- Ability to demonstrate drive and an ambition to carve out a successful career within financial services
- IT literate and attention to detail
What We Can Offer
- A base salary dependent upon experience. Base salary will continue to rise with progression.
- A generous bonus scheme that reaches up to 60% of your base salary
- A very competitive benefits package including generous holiday entitlement, death in service, company pension scheme and access to hundreds of discounted perks including holidays, shopping, food & drink vouchers and much more
- The opportunity to work for a highly respected, well known Financial Advisory Business
- A thorough training programme that will provide you with lifelong formal qualifications within the Financial Services Industry
- A genuine long term career path where you can become a fully fledged financial adviser
- A passionate team within a fantastic working environment
If the above sounds like it might be of interest and you meet the requirements above, please apply today to find out more.
