Insurance Adviser

Are you an Insurance Adviser looking for a move, then look no further, I'm recruiting for a role based in the City of London.

Job Purpose:

As an Insurance Adviser, you will provide expert guidance and tailored insurance solutions to clients seeking protection for their health, life, and income. You will assess individual needs, explain policy options, and support clients in making informed decisions to secure their financial future and wellbeing.

Key Responsibilities:

• Client Consultation:Conduct thorough needs assessments to understand clients' personal, financial, and health circumstances.

• Policy Recommendation:Advise on suitable Health Insurance, Life Insurance, and Income Protection products based on client needs and budget.

• Sales & Relationship Management:Build strong relationships with clients, ensuring high levels of trust and satisfaction. Follow up on leads and maintain a pipeline of prospective clients.

• Compliance & Documentation:Ensure all advice and sales are compliant with FCA regulations and company policies. Maintain accurate records of client interactions and policy details.

• Market Knowledge:Stay up to date with industry trends, product updates, and regulatory changes to provide informed advice.

• Claims Support:Assist clients with the claims process, offering guidance and support during potentially stressful times.

Skills & Experience Required:

• Proven experience in insurance advisory or financial services, ideally within health, life, or income protection.
• Strong understanding of insurance products and regulatory requirements.
• Excellent communication and interpersonal skills.
• Ability to explain complex information clearly and empathetically.
• Sales-driven with a customer-first mindset.
• Relevant qualifications (e.g., Cert CII or equivalent) preferred.

Desirable Attributes:

• Empathetic and trustworthy approach to client engagement.
• Detail-oriented with strong organizational skills.
• Ability to work independently and as part of a team.
• Proficiency in CRM systems and Microsoft Office Suite.

Benefits:

• Competitive salary and commission structure
• Professional development and training opportunities
• Pension scheme
• Health and wellbeing support
• Flexible working options