Company Description
MK Recruitment is a professional recruitment agency dedicated to matching skilled talent with leading employers across a range of sectors. The organization focuses on building long-term relationships with both clients and candidates, emphasizing transparency, integrity, and consistent support throughout the hiring process. MK Recruitment works closely with employers to understand their business needs and culture, enabling more accurate and effective placements. As part of its services, MK Recruitment supports career growth by connecting individuals with roles that align with their skills, ambitions, and values.
Role Description
This is a full-time, on-site Life Insurance Advisor role based in Stockport. The Life Insurance Advisor will engage with prospective and existing clients to understand their personal and financial circumstances and recommend suitable life insurance products. Day-to-day responsibilities include conducting consultations via phone and in person, explaining policy options in clear and accessible language, and preparing quotes and applications. The role involves managing client records, following up on inquiries, and maintaining strong relationships to encourage renewals and referrals. The Life Insurance Advisor will also collaborate with colleagues to meet sales targets, ensure regulatory compliance, and contribute to a positive client experience.
Qualifications
- Candidates should possess strong Insurance knowledge, including life insurance products and policy structures.
- Candidates should possess Finance-related skills, such as understanding personal finance, premiums, and risk assessment.
- Candidates should possess Consulting abilities to assess client needs, provide tailored advice, and guide decision-making.
- Candidates should possess excellent Customer Service skills to build trust, handle inquiries, and resolve issues professionally.
- Candidates should possess clear Communication skills, both verbal and written, to explain complex information in an accessible way.
- Relevant experience in financial services, insurance, or advisory roles is beneficial.
- Ability to work towards targets, manage time effectively, and handle multiple client cases simultaneously.
- Familiarity with regulatory requirements and compliance standards in the insurance sector is an advantage.
- Proficiency with basic office software and CRM or client management systems.
- A relevant qualification in finance, business, or a related field is preferred but not mandatory.
Life Insurance Advisor in Stockport employer: MK Recruitment
MK Recruitment is an excellent employer, offering a supportive work culture that values employee well-being and professional growth. With the flexibility of hybrid working arrangements in the picturesque location of Kingsbridge, employees can enjoy a balanced lifestyle while engaging in meaningful work that directly impacts clients' lives. The firm prioritises continuous development opportunities, ensuring that team members can advance their skills and careers in private client law.
