Insurance Adviser Personal Risk
6 days ago
Join a growing, one-stop-shop that supports insurance, lending, and investments. You’ll provide personal risk insurance advice and enjoy a steady stream of leads from the in-house Mortgage Brokers who you will work closely with.
Fundamentally a sales role you will network to generate further leads while maintaining an existing book. Your weeks will be full of phone calls, setting up meetings and preparing statements of advice and risk plans, while liaising with clients to provide a great level of service.
You have proven sales experience and consider yourself a ‘hunter’. You either already have a Level 5 Certificate in Financial Services with the Life & Health Strand or are well advanced in your studies. Process oriented, you’ll adhere to industry compliance requirements. Naturally, you have attention to detail and are organised to get the most out of your days. You’re willing to be flexible when needed, to get the job done.
NineYards offer holistic financial services across insurance, lending and investments assisting clients with their financial needs across their lifetime. We tend to attract affluent clients, which provides opportunities to challenge and extend yourself as more skill is needed to support complex needs. Informal, we have a focused but fun environment in new offices in Sydenham.
We don’t take ourselves, or each other too seriously and enjoy camaraderie and the odd long lunch. Working in a small team alongside the directors you’ll get used to conversations about motor sport
So, if you’re either an experienced Insurance Adviser or have studied towards this and would like to work for a company with a holistic offering, let’s talk
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