Overview You will be an experienced, driven financial services professional with a long‑term mindset and strong client‑facing skills.
Responsibilities - Provide professional advice across Life Insurance, long‑term savings and investment planning, General Insurance, Employee Benefits, and personal lines.
- Build and manage a long‑term client portfolio generating renewal and trail income.
- Prospect, develop, and close new business through networking, referrals, and lead generation.
- Conduct in‑depth client meetings to understand financial goals and deliver tailored solutions.
- Maintain accurate and compliant client records.
- Service existing clients through regular reviews and ongoing financial planning.
- Stay current with regulatory, legislative, and market developments.
- Liaise with internal teams, providers, and external professionals such as accountants and solicitors.
- For qualified candidates,...