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TAB Consultancy
Swansea
Our client, a successful advisory firm, are looking for an experienced life insurance consultant 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 Respon
Job Source: TAB ConsultancyPinstripe Personnel
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MORTGAGE & PROTECTION ADVISER South Wales Remote / Hybrid or Office based in Swansea Clients / Leads Provided OTE - £60,000K+ An opportunity for a Mortgage & Protection Advisers has arisen with a Directly Authorised and forward thinking Mortgage Broker based in Swansea. You will work closely with the MD and will take a key role in the firms expansi
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Financial Advisor / Independent Financial Advisor Location: Swansea or Surrounding Area Nationwide Roles Minimum Requirements: Level 4 Diploma in Regulated Financial Planning Salary: OTE £150k-£200k Un-Capped Earnings Potential YOUR NEW COMPANY A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Finan
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Job Source: Premier Jobs UK LimitedResourcing Group
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Job Source: Resourcing GroupCapio Recruitment Insurance
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Job Source: Capio Recruitment InsuranceRussell Taylor Group Ltd
Maesteg
Job Title - Technical Services Adviser Salary - £28,000 per annum Location - Maesteg, Wales Job Type - Permanent, Full Time Russell Taylor Group are currently recruiting for a Technical Services Adviser to specialise in the fire protection industry. This candidate will be responsible for ensuring technical enquiries are dealt with in a professiona
Job Source: Russell Taylor Group LtdRussell Taylor
Maesteg
Job Title - Technical Services Adviser Salary - £28,000 per annumLocation - Maesteg, Wales Job Type - Permanent, Full Time Russell Taylor Group are currently recruiting for a Technical Services Adviser to specialise in the fire protection industry. This candidate will be responsible for ensuring technical enquiries are dealt with in a professional
Job Source: Russell TaylorSwansea
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.
Protection Adviser, Swansea, 70k OTE jobs in Swansea
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