Risk Adviser, Priority Life
About the job
Join the dynamic team at Priority Life as a Senior Financial Adviser! This job offers an exciting opportunity to provide valuable advice and insights to clients while identifying opportunities and risks. The team thrives in a flexible work environment, embracing a culture of collaboration and innovation.
You'll be responsible for
🌱
Identifying new business opportunities
Maintaining strong relationships with referrers and conducting meetings with prospects to drive growth.📋
Reviewing insurance policies
Conducting reviews of existing insurance policies to ensure they meet client needs and circumstances.📝
Preparing advice documentation
Creating all necessary advice documentation to support clients in their financial decisions.Key criteria
📈
Minimum 2 years as a Risk Adviser
Demonstrated experience in risk advisory services.View
🛡️
Knowledge of personal risk insurance
Extensive understanding of various insurance types.View
💻
Proficiency with Xplan and Microsoft Office
Experience using Xplan and Microsoft tools effectively.View
View more