Financial Advisor - Insurance Products

About the Role

Our client seeks a motivated and client-focused Financial Advisor specializing in insurance products to join their hybrid team in Liverpool . This role involves understanding clients' financial goals and recommending suitable insurance solutions, such as life insurance, income protection, and critical illness cover. You will build and maintain long-term client relationships, providing expert advice and support throughout their financial journey. This is an excellent opportunity for individuals passionate about personal finance and helping others secure their future, offering a rewarding career path in a client-centric environment.

Key Responsibilities

• Conduct thorough financial needs analysis with clients to understand their goals and risk tolerance.
• Provide expert advice on a range of insurance products , including life, health, and protection policies.
• Develop personalized financial plans and present suitable insurance solutions to clients.
• Build and nurture strong, long-term relationships with a portfolio of clients.
• Stay updated on market trends, product developments, and regulatory changes within the financial advisory and insurance sectors.

Requirements

• Relevant qualifications and certifications to practice as a Financial Advisor (e.g., CII, DipPFS).
• Proven experience in financial planning and advising on insurance solutions.
• Excellent communication, interpersonal, and sales skills.
• Strong understanding of financial markets and investment principles.
• Ability to work independently and manage client relationships effectively.

Benefits

• Competitive base salary plus uncapped commission and bonus potential.
• Hybrid working model providing flexibility.
• Comprehensive training and ongoing professional development support.
• Access to a strong client base and marketing support.
• Pension scheme and private medical insurance.