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Our client, an independent specialist insurance broker, with significant plans for growth over the coming years, is looking for a Senior Account Executive - Life and Employee Benefits to join their Business Protection Services team. They are looking for an experienced Insurance Account Executive to lead the company's commercial renewals team. You will be a very capable and experienced commercial New Business Life and Employee Benefits Team Leader. Someone that understands their team's needs and how to get the best out of them with a consultative approach, role models behaviours and knows how to achieve results individually and as a team. You will have had great success in generating and converting leads, this will be through your proven ability of developing relationships with contacts and customers, creating confidence and mutual trust with tailored advice to suit the customer's needs, to become their go to business protection advisor. Purpose of the role: To secure new clients and cross sell to existing clients. Develop your reputation internally and externally as a professional, knowledgeable broker. Develop and maintain relationships with insurers. Skills and experience required: You would typically have circa 10 years' experience as an advisor on Life, Key Person, Shareholder Protection & Employee Benefits. Have a well-founded understanding of the fundamentals of Insurance and its legal context and operation of the Insurance marketplace. Demonstrable success providing telephone and face to face-based client led advice and sales. Working with your team to ensure that you respond promptly to client queries and ensure that all communications with customers and/or insurers, or other relevant business contacts are accurately recorded through on the Acturis system. To be able to manage high volumes of enquiries ensuring your team is effective and organised in their approach to managing timely their timely response. To maintain consistent conversion rates in quoting and selling to new and existing clients. A well-founded understanding of life insurance and other products to protect assets, debt, and income. Knowledge and experience of corporate protection products. Motivating your team to meet collective targets and goals. Experience of leading a team and enabling opportunities for them to learn and develop. CII qualifications in (or progress to obtaining) CF1, R05, GR1, LP2. A competitive and negotiable salary is being offered along with excellent benefits including flexible working, a car allowance and a commission structure.
This role is best suited to those with 2 years of IFA Administration experience. While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor. The firm are offering a salary of up to £35,000. The business The business are a directly authorised, well established Financial advisory firm who have been in operation for over 15 years, with over £500 million under management. The firm pride themselves in in depth research and high-quality advice, with a large percentage of new clients coming from referrals. The role Within the role you will be supporting the Advisors and Paraplanners. These duties will include processing new business, sending letters of authority, speaking to clients and providers, fund switches, withdrawals, updating CRM and organising meetings. The benefits Salary up to £35,000 (Dependent on experience). Progression opportunities. Holiday days. Company pension. Onsite parking. Mid-day finish on a Friday. Full benefits to be confirmed. If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.