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
Domain
Insurance (Life)
Required skills
Sales drive, Communication, Pipeline management, Autonomy, RG146
Responsibilities
Conduct outbound General Advice conversations explaining insurance types and underwriting considerations, Provide quotes and map out next steps for clients, Manage cases through underwriting and medical requirements, Maintain accurate advice and client records