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Insurance Protection Adviser

Tavistock Protect

Greater London

Hybrid

GBP 30,000 - 50,000

Full time

16 days ago

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Job summary

An established industry player is seeking a dedicated Insurance Protection Adviser to join their team. This full-time hybrid role offers the flexibility of working from home while engaging directly with clients to provide tailored insurance solutions. The ideal candidate will possess strong consulting and customer service skills, along with a solid understanding of the financial services landscape. With a commitment to quality service and a supportive training academy, this opportunity is perfect for those looking to grow their career in a dynamic environment. Join a team where your contributions truly matter!

Qualifications

Experience in Insurance and Finance is essential.
Strong communication skills both written and verbal are required.

Responsibilities

Consult with clients to understand their insurance needs.
Provide tailored insurance solutions and manage client relationships.

Skills

Insurance Experience

Consulting Skills

Customer Service

Strong Communication

Ability to Work Independently

Education

Bachelor's degree in Finance

Bachelor's degree in Business

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Protection Consultant @ Tavistock Protect | Customer Service, Financial Advisory

Company Description

Tavistock Protect, part of the Tavistock Investments Group, is engaged with over 400 advisers and offices throughout the UK. Tavistock Protect prides itself on having one of the largest protection panels in the industry, ensuring high-quality service and competitive premiums. The Tavistock Investments Group provides services including insurance, mortgages, pensions, investments, estate planning, and more. At Tavistock Protect, teamwork is integral, and the company offers opportunities for advisers to run their own business units, with career progression supported by a market-leading training academy.

Role Description

This is a full-time hybrid role for an Insurance Protection Adviser located in the London Area, United Kingdom, with some work-from-home flexibility. The Insurance Protection Adviser will be responsible for consulting with clients to understand their insurance needs, providing tailored insurance solutions, managing client relationships, and ensuring the highest levels of customer service. The Adviser will also be expected to keep abreast of industry trends, communicate effectively with clients and team members, and uphold the company's ethos of quality service.

Qualifications

Experience in Insurance and Finance
Consulting skills and Customer Service experience
Strong Communication skills both written and verbal
Ability to work independently as well as within a team
Knowledge of the financial services industry is a plus
The ability to complete market-leading training and qualifications
Bachelor's degree in Finance, Business, or related field is beneficial

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Sales and Business Development
Industries
Insurance

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