Insurance Advisor
Core
Provide tailored insurance solutions to individual and local commercial clients by understanding their unique requirements and building long-term relationships.
Role type
Client-facing insurance advisor
Builds
Customized insurance policies for consumers and small businesses
Domain
Insurance (Consumer & Local Commercial)
Required skills
Relationship building, problem-solving, sales experience (preferred), passion for niche insurance topics (e.g., equine, marine, classic cars), ambition, adaptability
Preferred skills
Existing sales background, knowledge of specific insurance categories (equine, campervans, motorhomes, classic cars, motorbikes, marine, fine art)
Responsibilities
Conduct client consultations to understand insurance needs, develop tailor-made insurance solutions, build and maintain client relationships, achieve sales targets, pursue industry qualifications
Seniority
Entry-level to Junior, with internal promotion path to leadership