General Advice Risk Adviser (Life Insurance Specialist)
Core
Convert referred opportunities into completed life insurance policies by providing clear, balanced General Advice and guiding clients through applications and underwriting.
Role type
General Advice Risk Adviser (Life Insurance Specialist)
Builds
Completed life insurance policies for personal, business, and employee benefits channels
Domain
Insurance (Life Protection)
Required skills
Sales drive, communication skills, pipeline management, autonomous work, RG146 compliance
Responsibilities
Conduct outbound General Advice conversations explaining insurance types and underwriting considerations; Provide quotes and map out next steps for clients; Assist clients in completing applications including medical questionnaires; Manage cases through underwriting, medical requirements, and suspense; Maintain accurate advice and client records while operating within compliance requirements.
Seniority
Individual Contributor