Life & Protection Advisor

Are you an advisor who likes to put people first? Do you have an eye for detail and value customer care? If so… read on We’re currently on the hunt for a superstar Life & Protection Advisor to join a company that has big plans for YOU and your development They’re looking for a cracking communicator, with bags energy, who is looking to exceed customer expectations. If this is sounding like you… APPLY As a Life & Protection Advisor, your responsibilities will include…. Successfully converting leads with some self generation from networking etc Guiding clients with clarity, care and enthusiasm. Ensuring the company’s CRM is kept up to date and all conversations are logged Following FCA rules and regulations, whilst keeping up to date with any changes Representing Dragonfly Crowd at networking events and exhibitions Creating processes and helping to build a team of Life & Protection Advisors We’re looking for a Life & Protection Advisor who has the following skills and experience… Ideally at least 2 year's experience in Life & Protection role Previous experience working for an FCA regulated business A passion for providing quality client care and successfully delivering results Great written & communication skills and can adjust to different types of customers A strong desire to achieve qualifications and progress in the business An RO5 or GR1 qualification is advantageous but not essential In return, the successful Life & Protection Advisor will receive a salary of £35,000 plus the following benefits… Private medical insurance Social/team events Early Finish Fridays If this one in a million Life & Protection Advisor role sounds like the perfect role for you, don’t mess about and get your CV over today

Location: Egerton, GB

Posted Date: 1/9/2025