Our client is an established Financial Services Provider
who has a breadth and depth of resource across a wide range of insurance
disciplines. They are a fast paced and successful business who is continuously
looking to the future, and are looking to add a Life and Protection Sales
Consultant to their growing team.
The Life and Protection Sales Advisor will provide
options to clients in order for them to purchase appropriate protection
packages to suit their individual needs.
You will work a 37 hour week with early finishes on
Provide information and educate clients to
improve awareness of ways to ensure financial security in circumstances which
include; surviving a defined critical illness, income protection during long
term absence from work (sickness, injury, and disability), death of a family
Research the market to provide the best
options to cover these potential events in order to ensure financial stability
Work with clients to ensure all paperwork for
applications is submitted and processed correctly.
Ensure all updates are made to relevant
software following sales.
Chase up the underwriting with Life Quote and
other providers to ensure processes are completed in a timely manner.
Chase up access to medical records with
clients when required to aid the process.
Pre-populate and process Trust forms when
required to further protect benefits on death (this could move to an
administrator’s task if sales increase).
Follow up on missed premiums and cancelled
policies to minimize and claw back commissions paid. Reinstate or sell
Following a decision from underwriters, act as
the liaison with the client to discuss the outcome and the start date. In non-standard
or unsuitable cases discuss with clients and or provide alternative rated
quotes, to meet their requirements.
When a decision is made by the underwriters, I
liaise with the clients to if everything is accepted on standard terms. If
decision is non-standard and not suitable I discuss this with the client Create
opportunities whenever available and covert warm leads into sales.
Provide information in accordance with sound
understanding of underwriting.
Create leads for other departments. Cross
Remain compliant with FCA and act in a
Build and maintain relationships with clients
from inception to completion of sale.
Work to targets and provide sales statistics
on a weekly basis to managers.
Trainee: £22K + uncapped commission
Competent Advisor: £24K + uncapped commission
Senior Advisor: £26K + uncapped commission
If this role sounds right for you, then please
apply today or contact Jennifer at Square Peg Associates.