Insurance Advisor

Company Description

Owl Financial is a UK-based advisory business dedicated to providing personalized financial protection advice tailored to individual needs. We offer a face‑to‑face service and maintain high standards of professionalism through trained advisers whose recommendations are thoroughly assessed. Licensed to recommend a variety of financial protection products, we specialise in life cover, critical illness cover, accident protection, income protection and home insurance.

A trading style of Openwork, one of the UK’s largest financial adviser networks, Owl Financial ensures every client receives a friendly, no‑obligation service rooted in trust and expertise.

This is a full‑time, on‑site position based in Coventry for an Insurance Advisor. Your responsibilities will include providing tailored financial protection advice to clients, ensuring their insurance needs are met with appropriate products, and offering guidance on various protection plans such as life insurance, home insurance and income protection, while maintaining compliance with regulatory standards. Building strong client relationships and delivering exceptional customer service will be key, along with assisting clients in making informed financial decisions.

• Proficiency in insurance and finance to provide reliable financial protection solutions and insights
• Strong consulting and customer service skills to build relationships and guide clients effectively
• Excellent communication skills to clearly explain financial products and provide advice tailored to client needs
• Attention to detail and commitment to compliance with industry standards and regulations
• Previous experience in the financial services or insurance sector is advantageous
• Relevant certifications or qualifications in financial services or insurance are highly desirable

Entry level

Full‑time

Sales and Business Development