Insurance Advisor

This role is a great opportunity for an experienced sales advisor, desirably with insurance and sales experience. You will be collaborating with industry experts to provide insight and advise to customers. You will be gathering information to provide policy options to customers based on their needs.

You will be put on a training program to complete the CeMap qualification.

The Responsibilities:

• Engaging with the New Business team to take qualified leads.


• Skilfully navigating the financial landscape of your customer to source the most suitable products tailored to requirements.


• Maintaining thorough knowledge and understanding of lender criteria, to ensure precise suitability.


• Delivering impactful sales calls, providing well-researched recommendations rooted in comprehensive product knowledge.


• Collaborating closely with lenders to facilitate smooth case processing.


• Working in collaboration with the wider team to work cases towards successful completion.


• Proactively following up on leads and diligently chasing cases for updates


• Achieving minimum targets with meticulous care and attention


• Upholding personal performance standards of excellence


• Staying up to date with the evolving FCA requirements and industry changes


• Fulfilling CPD requirements to maintain professional competence.


• Adhering to company compliance protocols, promptly addressing feedback, and implementing necessary actions.


• Promoting best advice and setting a stellar example in customer care.
  
  Previous sales experience


• Strong IT skills


• Outbound sales and call experience


• Ideally previous insurance based experience
  
  Caroo has partnered with a large financial services company based in Manchester who are looking to expand their lending advisor team.
  
  Rising holiday days up to 30 (excluding bank holidays)


• Private healthcare


• 12 flexible WFH days per year


• Onsite food and restaurant facilities


• Constant training and development