Insurance & Estate Planning Advisor

Insurance & Estate Planning Advisor

Insurance and Estate Planning Advisor OTE £35,000 - £50,000 - £23,000 Basic Salary (including car allowance) rising to £25,000 on successful completion of probationary period (6 months) - Job Type: Full-time
Current Average Commission = £12,008

Are you looking for a lucrative career in financial services?
We have an exciting opportunity within our clients Insurance and Estate Planning team in Penkridge. This is a fantastic opportunity to join a successful and rapidly expanding legal/financial services business. Our client is now looking to add three advisors to their 10 strong team.

The Role:

The role will be split 50/50 between the office and meeting clients in their homes across the midlands area. During client meetings you will provide specialist advice about wills, life and illness insurance and other estate planning services (all training is provided).

All client meetings will be booked for you, no prospecting is required, no cold calling, all clients will be expecting to see you, which is what makes this position unique to most sales/advisory roles.

The key to your success in this role will be knowledge, preparation and pride in providing the very best advice. Also as this is a regulated industry being organised and meticulous when keeping records is important.

To be successful in this role you will need to be extremely hard working, driven, professional, motivated, genuine and charismatic. It is essential that you become a trusted advisor to your clients and maintain relationships well. You do not have to be from a financial services background to apply for this role, you do have to have a passion and hunger for learning and providing professional advice face to face with clients.

Experience is not essential, but preferred. Comprehensive in-house training is provided (approximately 2 months initially) on-going support from the team and management will always be available.

The training is intense and challenging and those that apply must be focused and determined to succeed.

All Leads and all training provided. This is an employed position.

You will be required to work 3.5 evenings per week.

The Benefits:

No prospecting
Fuel card
Company Laptop
Comprehensive on-going training
Free On-site Parking
Potential to become Level 4 qualified (Financial Adviser status)

To apply please send a copy of your CV and covering note using the link provided.