Insurance Advisor

Swindale Parks Recruitment
10 Jan 2018
09 Feb 2018
Contract Type
Full Time
Insurance Advisor – £23k (£25k after training) with realistic OTE of £40k – Staffordshire

My client is a leading provider of Insurance and Estate planning solutions. They are seeking an Advisor to provide a professional service to their clients and become a key member of their team.

Over view:

This is an exceptional role for a professional person looking to break into the world of Estate Planning and Financial Services.

My client is a provider of legal and financial services to clients who are seeking first class solutions and advice to their long term planning needs. Working from pre-booked appointments, your role will be split between the office and meeting clients in their homes across the midlands area.

Your role is to collect facts from your clients about their current situation and concerns about wills, life insurance and estate planning. You will document the findings in a professional manner and present solutions accordingly.

You must possess great face to face communication skills, and be able to maintain up to date and accurate records of client meetings (information gathered) and advice provided through detailed reports

You will thrive in a face to face sales environment, whilst striving to become a trusted advisor in your area through the provision of a professional and friendly service

This represents an excellent opportunity for a professional sales person with experience of unregulated / regulated products (legal services, mortgages, wills, insurance, life cover, critical illness) looking to build their knowledge and create a fantastic career for themselves through the provision of comprehensive in-house training, combined with on-going support from the team and management.

A basic package of £23,000p.a (rising to £25,000 after probation) with realistic OTE of £35,000 - £40,000 and a fuel card for business use will be available to the suitable candidate.

Please send your CV to Neil Yardley by using the "Apply Now" button below

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