Life Insurance Specialist

Company Description

Tavistock Protect, formerly Precise Protect, is part of Tavistock Investments Group, an AIM-listed financial services organization with over £5 billion in assets under management and more than 400 advisers across UK offices. Tavistock Protect offers one of the largest protection panels in the industry, focusing on client care, high-quality service, and competitively priced premiums. The wider Tavistock Investments Group provides a full spectrum of financial services, including insurance, mortgages, pensions, investments, and estate planning.

The company promotes a collaborative culture where advisers run a "business within a business," with clear routes to management and team-building opportunities. Through a market-leading training academy, advisers can progress to CeMAP mortgage adviser or independent financial adviser roles, with tuition and training fully funded and ongoing support for long-term career growth.

The Life Insurance Specialist role at Tavistock Protect is a full-time, on-site position based in Londonderry. The role involves meeting with clients to understand their personal and financial circumstances, assessing protection needs, and recommending appropriate life insurance and related products. Day-to-day responsibilities include conducting consultations, preparing tailored insurance proposals, managing applications, and ensuring policies are set up accurately and in line with regulatory requirements.

The Life Insurance Specialist will maintain regular contact with clients, provide ongoing support, and deliver a high standard of customer service. The role also includes working closely with colleagues, contributing to team targets, and participating in training and development opportunities within the Tavistock Investments Group.

• Candidates should possess strong Insurance and Life Insurance knowledge, with an understanding of protection products and underwriting principles.
• Candidates should possess Insurance Sales and Sales skills, including the ability to identify client needs, present solutions clearly, and work towards agreed performance targets.
• Candidates should possess excellent Customer Service skills, with a client-focused approach, strong interpersonal abilities, and the capacity to build long-term relationships.
• Candidates should possess foundational Finance knowledge to interpret client financial situations and align life insurance recommendations with broader financial planning goals.
• Relevant experience in financial services, protection advice, or a similar client-facing role is beneficial.
• Strong communication, organization, and time-management skills, with attention to detail in documentation and compliance, are essential.
• Professional qualifications in financial services or insurance, or a willingness to undertake industry-recognized training and certifications, are highly advantageous.
• Ability to work effectively within a team environment and adapt to a structured yet entrepreneurial business model is important.

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