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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

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

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Mortgage / Life Insurance Advisor
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