Protection Advisor - Newly created position

The key responsibilities for this Protection Advisor position based in Cheltenham are:

• Advising on Life Cover, Critical Illness, Private Health Insurance, Private Medical Insurance and group death in service.
• Experience in writing business reports and working towards a target.
• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, or other information needed to develop a financial plan in a compliant manner
• Reviewing client circumstances and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Collaborate with clients, partners and directors to build market initiatives and identify opportunities for business growth.
• Communicate and execute on agreed business objectives overseeing personal profitability.
• Develop and maintain relationships with both practice clients alongside externally generated prospects.
• Operating as the main point of contact and consulting on market trends, product advice and general financial planning across both the personal and corporate marketplaces.