Business Protection Advisor

Kingswood Group are pleased to be supporting a new business with the recruitment of a Business Protection Advisor/Broker who will be based in their Essex office. 

The Job: 

We are looking for a highly motivated and skilled Business Protection Insurance Advisor/Broker to join a busy team. The ideal candidate will have experience in providing insurance advice to limited companies to help protect them against the risks of key person loss and shareholder death, group schemes and tax efficient personal assurance policies. 

The successful candidate will have a proven track record of working within a sales environment, be adept at developing new business and maintaining existing relationships. They will work closely with clients to assess their needs, analyse their risks, and recommend suitable insurance policies that are aligned to their business goals. 

The successful candidate will work directly with the Managing Director and a growing team of brokers as well as case management. They will need to fit with a hardworking, dynamic and driven team that is hungry to succeed and who keep the client at the heart of everything that they do.

Hours: Flexible 

Office and home working available after initial training period.  

Key responsibilities:

  • Build and maintain relationships with limited companies, business owners and key decision-makers to understand their business protection insurance needs.
  • Provide insurance advice and guidance to clients to help them protect their business against the risks inherent in their businesses.
  • Analyse risks and recommend suitable insurance policies and providers to best fit the client’s needs and budget.
  • Submit applications for clients and maintain oversight of cases throughout the client journey.
  • Develop new business opportunities by proactively prospecting and networking with potential clients. 
  • Maintain accurate and up-to-date client information in the company’s databases and CRM systems.
  • Keep up to date with the latest development in the business protection insurance industry.

Key Attributes:

  • RO1/RO3/RO5 qualifications through CII either obtained or working towards.
  • Grade C in English and maths minimum at GCSE or equivalent.
  • Sales experience highly desirable. 
  • Prior experience in financial services, especially business protection insurance desirable.
  • Self-motivational approach required.

This is a great opportunity for a driven and experienced business protection insurance broker to join a dynamic and growing team.

Talk to a HR professional today 01245 204450 | 0203 984 6677