Life Insurance Advisor
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Position Overview & Specifications
We are currently looking for Life Insurance Advisor's to join our team. The successful candidate will work remotely and will be responsible for providing advice to clients on a range of protection products.
Responsibilities:
- Conducting client consultations to understand their protection needs and requirements
- Recommending suitable protection products, such as life insurance, critical illness cover, income protection, and home insurance
- Providing clients with advice and guidance on the protection products available and the benefits of each
- Working with clients to complete applications for protection products, including managing the underwriting process
- Ensuring that clients understand the terms and conditions of the protection products they purchase
- Maintaining accurate records of client interactions and transactions
- Building and maintaining relationships with clients to ensure their ongoing protection needs are met
- Keeping up to date with industry trends and changes in protection products and regulations
- Participating in training and development activities as required
Requirements:
- At least 2 years of experience in providing protection advice to clients
- Good knowledge of protection products, including life insurance, critical illness cover, income protection, and home insurance
- Excellent communication and interpersonal skills, with the ability to build rapport with clients
- Strong organizational and time-management skills
- Ability to work independently and manage your own workload
- Reliable internet access and computer equipment
- Relevant qualifications and accreditations, such as CeMAP or DipFA, are desirable but not essential.
- R05 or equivalent qualification is essential
Job Type: Full-time
Salary: £50,000.00-£100,000.00 per year
Benefits:
- Life insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
Application question(s):
- How many years of work experience do you have with Life Insurance?
- Do you have direct financial sales experience selling insurance products to retail clients?
- Are you R05 (or equivalent) qualified?
- Are you comfortable with a self-employed role & have the passion and drive for insurance sales with the ability to earn in excess of £2,500 per week?
- Are you currently advising your own private network of clients on insurance products and opportunities?
Work Location: In person
Application deadline: 05/06/2023
Expected start date: 05/06/2023
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: Investment & Asset Management
Based on transatlantic hiring benchmarks for Life Insurance Advisor roles across deVere Group's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to Investment & Asset Management.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £50,000 - £100,000 bracket, including retirement vesting and health parity.
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