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Mortgage / Life Insurance Advisor

A unique opportunity to join a well-established financial service company based in the Channel Islands, where you will play a key role in offering quality products to your clients seeking a mortgage and/or life insurance.

Working within a small team you will have a diverse role relating to sales, customer service and marketing activities.

This is an ideal opportunity for a confident individual with the ability to develop close working relationships with internal and external contacts, potentially from a banking background, looking for a new challenge in a commercial environment.

Responsibilities will include:

  • Prioritising customer contact and carrying out relevant sales activities to meet company objectives
  • Maintaining and developing existing and new customers using a range of sales methods
  • Keeping up to date with available products relating to mortgage and life assurance
  • Supporting marketing activities relating to product launches, promotions and advertising
  • Providing quotations and relevant documentation to clients in a timely manner

Experience and skills required:

  • Relevant insurance qualification or willingness to undertake relevant examinations
  • Hold and maintain excellent knowledge of products relating to mortgage and life products
  • Ability to follow all underwriting guidelines alongside internal polices and external legislation
  • Hold excellent telecommunication skills
  • Excellent attention to detail

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.

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Mortgage / Life Insurance Advisor
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