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- Tasks: Provide expert financial protection advice and develop tailored insurance proposals for clients.
- Company: Join Kalon Financial, part of a leading financial advice network in the UK.
- Benefits: Enjoy flexibility with a self-employed hybrid role and access to training materials.
- Why this job: Make a real difference in clients' lives by prioritising their financial wellbeing.
- Qualifications: Strong communication skills and willingness to travel for meetings.
- Other info: Build long-term relationships in a supportive and dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
Kalon Financial Ltd is an appointed representative of The Openwork Partnership, a leading financial advice network in the UK. Specializing in personal and business financial protection as well as general insurance, Kalon Financial is dedicated to enriching lives and futures by prioritizing clients' financial wellbeing. We provide bespoke solutions tailored to the unique needs and objectives of each client, building trusted relationships that set us apart. As part of The Openwork Partnership, we offer access to market-leading protection products and resources, delivering personalized service with the support of a large, reputable network.
This is a SELF-EMPLOYED hybrid role based in England, United Kingdom, with flexibility for remote work. An Insurance Advisor at Kalon Financial will provide expert financial protection advice to clients, including personal and business protection solutions and general insurance options. The responsibilities include:
- Assessing client needs
- Developing tailored insurance proposals
- Nurturing long-term client relationships
- Consulting on financial matters, ensuring clients are well-informed and comfortable with their coverage choices
Requirements:
- To be able to work on a self-employed basis
- Have good communication skills
- Be able to travel and attend mandatory meetings
Training and learning material are provided by the company.
Insurance Advisor employer: Kalon Financial
Contact Detail:
Kalon Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at Kalon Financial.
✨Tip Number 2
Prepare for those interviews! Research Kalon Financial and The Openwork Partnership thoroughly. Understand their values and services so you can show how you align with their mission of prioritising clients' financial wellbeing.
✨Tip Number 3
Showcase your communication skills! During interviews, be clear and confident in your responses. Remember, as an Insurance Advisor, building trusted relationships is key, so let your personality shine through.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows your enthusiasm for joining Kalon Financial and being part of a reputable network.
We think you need these skills to ace Insurance Advisor
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Share a bit about your journey and what drives you to be an Insurance Advisor.
Tailor Your Application: Make sure to customise your application for the role at Kalon Financial. Highlight your experience in financial protection and how it aligns with our mission of prioritising clients' financial wellbeing. This shows us you’re genuinely interested!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your skills and experiences. Avoid jargon unless it’s relevant to the role!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Kalon Financial
✨Know Your Stuff
Make sure you understand the basics of insurance and financial protection. Brush up on personal and business insurance solutions, as well as general insurance options. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Tailor Your Approach
Since Kalon Financial focuses on bespoke solutions, think about how you can demonstrate your ability to assess client needs and develop tailored proposals. Prepare examples from your past experiences where you've successfully customised solutions for clients.
✨Showcase Your Communication Skills
As an Insurance Advisor, strong communication is key. Practice articulating complex insurance concepts in simple terms. During the interview, be clear and concise, and don’t hesitate to ask clarifying questions if needed. This shows you’re engaged and willing to ensure understanding.
✨Build Rapport
Kalon Financial values long-term relationships with clients. During your interview, focus on building rapport with the interviewer. Be personable, listen actively, and share stories that highlight your ability to nurture relationships. This will demonstrate that you align with their client-centric approach.
