Protection Adviser, Swansea, 70k OTE

Our client, a successful advisory firm, are looking for an experienced protection adviser to join the team; The firm are looking for a driven, hard-working, and ambitious individual who is eager to provide a high level of service. The firm will provide the successful individual with regular leads as-well as weekly bonus payments.

Key Responsibilities

• You will speak to prospective clients and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of service that they wish to receive.
• You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
• You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
• You must utilise the research panel when selecting the correct options for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards.
• You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information.

About You

• You will have a minimum of 3 years’ experience within an insurance adviser-based role.
• You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills.
• You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills.
• You will be driven and highly motivated to achieve and exceed business targets.
• You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work.
• You must have excellent knowledge on all areas of protection and general insurance.
• You will have a strong ability to build and maintain client relationships.
• You will have the ability to work individually as well as part of a team.
• You will have strong literacy, numeracy, and IT skills.
• You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.