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For Companies At a Glance
- Tasks: Help families protect their future by offering tailored insurance solutions.
- Company: Join Access Financial Services, a dynamic team of finance experts driving growth in the UK.
- Benefits: Enjoy extensive training, remote work options, and opportunities for personal business growth.
- Why this job: Be part of a supportive team that celebrates success and values your contributions.
- Qualifications: Sales experience and effective communication skills are essential; a desire to succeed is a must.
- Other info: This is a self-employed role with commission-based earnings and flexible meeting options.
The predicted salary is between 28800 - 43200 £ per year.
I am searching for talented Protection Advisers to be part of a high performing team at Access Financial Services. With in-depth training and back-office support, you will strengthen our customer base while enjoying countless growth opportunities. Access FS is a forward-thinking, ambitious and motivated group of industry-leading finance experts in the UK, currently experiencing high levels of growth, and presenting a great opportunity for you to grow your own business within ours.
Overview of the Job
Focused on protecting families and loved ones in the unfortunate event of illness, disability, or even death, you will be responsible for acquiring and communicating with prospects and presenting various protection solutions. With all the basic information at hand, you will provide advice that is simple, friendly and to the point and offer optimal protection cover tailored to individual circumstances.
Key Responsibilities
- Generate, call and book appointments with prospects.
- Fact-finds with prospects to determine their circumstances.
- Offering suitable protection plans aligned with customer's needs.
- Communicating effectively face-to-face, over phone and email.
- Handling relevant queries and responding to them promptly.
- Working effectively to meet KPIs and drive business sales.
- Ensuring in-depth understanding of various types of policies and protection plans.
Skills and Qualities
- Honesty and integrity.
- Ability to understand and comprehend client issues.
- Effective communication skills to guide a wide variety of customers.
- Keen to learn new skills and grow.
- Confident and responsive to answering client queries.
- Ability to accurately record client information.
Requirements
You need to be able to enjoy the challenges of a tough job! After the challenges comes the rewards. We celebrate every success as a team. You must:
- Have sales experience.
- Be able to communicate effectively.
- Have a desire to succeed.
- Use of top-rated CRM software.
- Extensive training and career growth opportunities.
Job Types
- Self-employed (commission only).
- Face-2-face meetings.
- Remote meetings.
- Financial Services.
I am looking forward to receiving your application form!
Insurance Financial Advisor employer: Access Financial Services
Contact Detail:
Access Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Financial Advisor
✨Tip Number 1
Familiarise yourself with the various protection plans and policies available in the market. This knowledge will not only help you during interviews but also demonstrate your commitment to understanding the industry, which is crucial for a role as an Insurance Financial Advisor.
✨Tip Number 2
Network with current professionals in the financial services sector, especially those working as Protection Advisers. Engaging with them can provide valuable insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Prepare to discuss your sales experience in detail. Be ready to share specific examples of how you've successfully generated leads and closed deals, as this will be a key focus during your conversations with potential employers.
✨Tip Number 4
Showcase your communication skills by practising how to explain complex financial concepts in simple terms. This is essential for the role, as you'll need to convey protection solutions clearly to clients from various backgrounds.
We think you need these skills to ace Insurance Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of an Insurance Financial Advisor. Familiarise yourself with the key skills needed, such as effective communication and sales experience.
Tailor Your CV: Customise your CV to highlight relevant experience in sales and customer service. Emphasise any previous roles where you've successfully communicated with clients or provided tailored solutions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping others and your desire to succeed in the financial services industry. Mention specific examples of how you've met KPIs or driven sales in past roles.
Highlight Your Skills: In your application, clearly outline your skills that align with the job description, such as honesty, integrity, and the ability to learn quickly. Use concrete examples to demonstrate these qualities.
How to prepare for a job interview at Access Financial Services
✨Understand the Role
Before the interview, make sure you thoroughly understand the responsibilities of an Insurance Financial Advisor. Familiarise yourself with the types of protection plans and policies you will be discussing, as well as the importance of tailoring solutions to individual client needs.
✨Showcase Your Sales Experience
Since sales experience is a key requirement for this role, prepare specific examples from your past work where you successfully generated leads or closed deals. Highlight your ability to communicate effectively and how you overcame challenges in the sales process.
✨Demonstrate Effective Communication Skills
During the interview, focus on showcasing your communication skills. Practice explaining complex financial concepts in simple terms, as this will be crucial when advising clients. Be friendly and approachable, reflecting the company’s values of honesty and integrity.
✨Prepare Questions
Have a list of thoughtful questions ready to ask the interviewer. This shows your interest in the role and the company. Inquire about the training and support provided, as well as opportunities for growth within Access Financial Services.
