IFA Sales Support (Protection)

IFA Sales Support (Protection)
Agency Reference :
FIN269
Job Title :
IFA Sales Support (Protection)
Salary/Rate :
£16,000 to £19,000 + £1,000 bonus + excellent benefits
Location :
London & Milton Keynes
Job Description :
Are you looking for a sales support role that provides a realistic chance for you to progress into paraplanning or an IFA role? This IFA offers superb career development and a defined path into these roles as well as others.
Our client is a well-known IFA and the protection arm of the company, in which this role is based, has received several awards for the service they provide.
The main purpose of the role is to provide full, pro-active support for the adviser team and maximise conversion levels on protection products by:
•Processing business from application stage, including live transactions with clients over the phone, through to putting the policy on risk.
•Efficient and pro-active management of pipeline business and existing business.
•Effective communication with clients, insurers and third parties.
•Being committed to achieving team targets and adviser targets.
Key responsibilities include:
•Assist the advisers in issuing out quotations and application documentation to clients, where necessary
•Effectively and professionally communicate with clients by telephone, email and letter
•Ensure that clients are updated in line with agreed timescales and procedures
•Professionally liaise with insurers, surgeries and other relevant third parties
•Manage pipeline business efficiently and within agreed timescales to achieve business targets
•Understand and control the underwriting process to ensure applications are assessed correctly and efficiently
•Establish a strong relationship with the team of support and advisers
You will need at least FPC1 and ideally will have experience with lines such as Critical Illness, PHI, PMI etc.
This is a very friendly office, a great working atmoshpere and therefore they want people who will be a part of that whilst being focused on developing themselves and pushing themselves as far as they can up the ladder.
Contact Email:


Agency/Employer: ARC Ltd
Town or City: Milton Keynes
Location: Bedfordshire
Sector: Electronics
Related Job Titles: Not stated
Permanent/Contract: Permanent, Full time
Experience: 0 years
Date: 01-11-2005
Salary: Not specified

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