Will seek to achieve revenue and product sales in line with the business plan in a professional and compliant manner whilst ensuring fair customer outcomes at all times.
You will be provided with a portfolio of existing policyholders, plus new customer enquiries.
As a Financial Advisor, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families.
This employed, Sales Adviser in the Malmesbury area is an exciting opportunity to build a career as a Financial Advisor, helping families save, invest and protect their finances.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.