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Financial Insurance Specialist

£40,000 - £60,000

London, UK

Salary

Location

Full Time

Job Type

Permanent

Workplace

Job Description

Salary:

£40,000 - £60,000+ uncapped commission 


Industry:

Insurance 


Experience Level: 

Mid-Senior Level


Job Overview:

As a Financial Insurance Specialist, you will play a pivotal role in helping our clients make informed decisions about their insurance and financial planning needs. You will collaborate with clients to assess their financial goals, analyse risk factors, and tailor insurance solutions that align with their individual needs. This role requires a deep understanding of insurance products, financial markets, and exceptional interpersonal skills to build lasting client relationships.


Responsibilities:
  • Collaborate with clients to understand their financial objectives and risk tolerance.

  • Conduct comprehensive financial assessments to identify gaps in insurance coverage.

  • Analyse insurance policies and propose suitable adjustments to align with clients' evolving needs.

  • Provide expert advice on insurance products, investment options, and financial planning strategies.

  • Develop personalised insurance and investment plans that optimise clients' financial security.

  • Present and explain complex insurance concepts in a clear and understandable manner.

  • Keep up-to-date with industry trends, regulatory changes, and market developments.

  • Build and nurture long-term relationships with clients, earning their trust and loyalty.

  • Collaborate with cross-functional teams, including underwriters and claims departments.

  • Meet and exceed performance targets and contribute to team success.


Benefits:
  • Competitive salary and performance-based bonuses.

  • Comprehensive benefits package, including health insurance and retirement plans.

  • Ongoing training and professional development opportunities.

  • Collaborative and supportive work environment.

  • Opportunity for career advancement within a growing organisation.

  • Make a meaningful impact by helping clients secure their financial futures.


If you're a motivated and knowledgeable Financial Insurance Specialist who thrives on providing excellent service and building client relationships. Apply today by submitting your resume and a cover letter detailing your relevant experience and qualifications to dax@espacerecruitment.com

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