
Senior Protection Advisor
17 hours ago
Financial Planning Advisor Role
We are seeking a skilled Financial Planning Advisor to join our team. In this role, you will be responsible for arranging appointments with clients and providing financial advice on protection policies.
Key Responsibilities:
- Making and taking calls to arrange appointments with clients.
- Booking quality appointments that have a high probability of completing a sale.
- Providing financial advice and selling group protection policies to clients.
- Meeting targets related to call volume, appointment scheduling, and product sales.
- Maintaining accurate records of client interactions on Salesforce.
- Dealing with clients in a professional and timely manner.
- Lead generation through promoting other company products and services.
Required Skills and Qualifications:
- Full or partial QFA (Qualified Financial Advisor) desired but not required.
- Previous experience dealing with customers over the phone.
- Ability to upsell products.
- A keen eye for detail and quality.
- Excellent customer service skills.
- Strong verbal communication skills.
- Proven track record in meeting and exceeding targets.
- Strong IT skills with good working knowledge of Microsoft Office suite.
Benefits:
- Flexible working from home options.
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