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Financial Insurance Specialist

London, UK

Job Type

Full Time

Salary

£40,000 - £60,000

About the Role

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, analyze 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.

  • Analyze 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 personalized insurance and investment plans that optimize 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 organization.

  • 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

Requirements

  • Bachelor's degree in Finance, Business, or a related field. Advanced degrees or certifications (e.g., CFP, CFA) are a plus.



  • Proven experience in the insurance or financial services industry, preferably in a client-facing role.


  • Strong understanding of various insurance products, including life, health, property, and casualty.


  • Proficiency in financial planning software, tools, and CRM systems.


  • Excellent communication skills, both verbal and written.


  • Ability to build rapport and trust with clients of diverse backgrounds.


  • Analytical mindset with the ability to assess risk factors and financial data.


  • High level of integrity, ethics, and professionalism.


  • Results-oriented with a track record of meeting and exceeding targets.


  • Strong problem-solving skills and the ability to offer innovative solutions.


  • Willingness to continuously learn and stay updated on industry trends.

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