At a Glance
- Tasks: Help families secure their future by offering tailored protection 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.
- Other info: This role is self-employed with commission-based earnings, offering flexibility in meetings.
- 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.
The predicted salary is between 28800 - 48000 £ 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 queriesAbility 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
Insurance Financial Advisor employer: Access Financial Services
Access Financial Services is an exceptional employer that prioritises the growth and success of its team members. With comprehensive training, robust back-office support, and a culture that celebrates achievements, employees are empowered to build their own businesses while making a meaningful impact on clients' lives. Located in the vibrant city of London, this forward-thinking company offers unique opportunities for personal and professional development in the dynamic financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Financial Advisor
✨Tip Number 1
Familiarise yourself with the various types of protection plans available in the market. Understanding these will not only help you during interviews but also demonstrate your commitment to providing tailored solutions for clients.
✨Tip Number 2
Practice your communication skills, especially in a sales context. Role-playing scenarios with friends or family can help you become more confident in presenting protection solutions and handling client queries effectively.
✨Tip Number 3
Network with current professionals in the financial services industry. Attend local events or join online forums to gain insights and tips from those already in the field, which can give you an edge when applying.
✨Tip Number 4
Research Access Financial Services thoroughly. Understanding their values, mission, and the specific training they offer can help you tailor your approach and show that you're genuinely interested in being part of their team.
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. Tailor your application to highlight how your skills and experiences align with these aspects.
Craft a Compelling CV:Your CV should clearly showcase your sales experience and effective communication skills. Use specific examples that demonstrate your ability to meet KPIs and drive business sales, as these are crucial for this role.
Write a Strong Cover Letter:In your cover letter, express your desire to succeed and your enthusiasm for the role. Mention your understanding of the importance of protecting families and how you can contribute to Access Financial Services' mission.
Highlight Relevant Skills:Make sure to emphasise your honesty, integrity, and ability to comprehend client issues. These qualities are essential for building trust with clients and will set you apart from other candidates.
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, be prepared to discuss your previous sales achievements. Highlight specific examples where you successfully generated leads, closed deals, or exceeded targets, as this will demonstrate your capability in driving business sales.
✨Demonstrate Effective Communication Skills
Effective communication is crucial in this role. Practice articulating your thoughts clearly and concisely. Be ready to showcase how you can communicate complex information in a simple and friendly manner, as this will resonate well with potential clients.
✨Prepare Questions for the Interviewer
Having insightful questions prepared shows your genuine interest in the role and the company. Ask about the training and support provided, growth opportunities within Access Financial Services, and how success is measured in this position. This will also help you assess if the company aligns with your career goals.
