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G B Solutions
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Cheltenham, Gloucestershire
Insurance Advisor
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Job Type: Full-time |
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Salary: £32,000 per annum |
Overview
This is an exciting opportunity to join an award winining, leading advisory business as an Insurance Advisor (Protection) The Role • Advising personal and business clients on all aspects of individual and business protection. • Advising on Life Cover, Critical Illness, Private Health Insurance, Private Medical Insurance and group death in service. • Experience in writing business reports and working towards a target. • Account management, reviewing client circumstances and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. • Cross selling opportunities across the business. • Develop business from externally generated prospects. • Operating as the main point of contact and consulting on market trends, product advice and general financial planning across both the personal and corporate marketplaces. Key Skills and Qualifications • Diploma in Financial Planning preferred • Good knowledge of personal and business protection products • Confident, determined, articulate, team orientated • Ability to effectively communicate both verbally and in writing • Strong customer service orientation and influencing skills • Able to manage numerous tasks simultaneously whilst remaining focused so projects are completed to deadline In adiition to a competitive salsry, also on offer: Flexi time Additional holiday purchase Matched pension contribution Life assurance Bonus scheme Discounted gym memberships, lifestyle benefits plus health and wellbeing events If you require any further information, please contact Anna Rankin on GB Finance is your specialist in Accountancy and Financial Services recruitment. We hire across a vast range of roles including Banking, Insurance & Risk, Investment & Wealth and Accounting & Finance. Based off the M5 between Cheltenham and Gloucester, we manage finance jobs in Gloucestershire and the Southwest including Bristol, Swindon, Cirencester, Oxford, Reading, Birmingham and South Wales. Specialists in permanent recruitment, we also provide temporary, interim and fixed term solutions. We are committed to working to the highest possible standards for our candidates and clients.