Financial Service Advisor

About this opportunity

A wonderful role is available at Bates, Stubbs, Clarke and McCann who are looking for a Financial Service Advisor. This is a great apprenticeship and will provide you with excellent skills to move forward in your career path.

A normal day would include:

As a Financial Service Advisor within our growing team, you will play a key role in the success of an expanding local business, ensuring the office runs like clockwork and our customers are always happy. Providing exceptional customer service, you will handle enquiries, provide insurance quotations and undertake insurance transactions and general sales tasks with a ‘can-do’ proactive enthusiasm. You will also maximise inbound sales opportunities, cross selling to existing clients and assisting with renewal retention by using your excellent telephone manner to make the most of every call.

The typical duties for this role will include:
• Review and advise upon customer general insurance requirements
• Process all customer instructions for policy amendments to meet required completion standards
• Identify and initiate cross-selling opportunities and activities to new and existing customers
• Initiate proactive sales activity to create new business opportunities for the Agency.
• Acquire and maintain knowledge of NFU Mutual General Insurance products, as applicable to product licences
• Obtain appointments for our Financial Advisor to contribute towards our Agency target
• Working within Compliance Framework required by the Company / Financial Conduct Authority (FCA)
• Use of Microsoft Word & Excel as a minimum
• Develop and sustain effective working relationships with customers, all members of agency and NFU Mutual staff
• Comply with all applicable sections of the NFU mutual insurance compliance manual for the agency network, the agency guide and local agency procedures
• Maintain record keeping requirements for your role
• Produce correspondence to required time frames and quality standards
• Perform other duties as assigned by Management Team

What you could go on to do
This role is an exciting opportunity for anybody who is looking to join a well-respected branch of NFU Mutual with the opportunity for future development within our business.
Full training in a friendly and supportive environment, will be provided.
In return for your hard work as a Financial Service Advisor you will be rewarded with a competitive salary and holiday allowance as well as a fantastic team environment, a bonus scheme, a commission scheme and career progression opportunities

How you will be supported
Full training and support will be provided by The Growth Company to help you achieve your apprenticeship and reach your full potential in your role.

What will happen next
New applicants to The Growth Company who meet any basic entry requirements of the role will be contacted within two working days to be invited to meet a member of our team. You will then have the opportunity to find out:
• More about this vacancy and any others you are suitable for
• Any training you need to complete
• What the next steps will be

What you should have to apply

• GCSE C/4 and above in Maths and English

Personal Qualities

• Drive
• Courage
• Devotion To Goals
• Knowledge
• Honesty
• Optimism
• Ability To Judge
• Enthusiasm
• Dynamism
• Enterprise
• Ability To Communicate
• Patience, Outgoingness
• Sense Of Humour
• Versatility
• Adaptability
• Imagination

Skills

• Be able to communicate effectively, both written and verbal
• Possess good IT Skills (particularly Outlook, Word & Excel)
• Be able to demonstrate problem solving skills and use your own judgement
• Have a flexible and open attitude
• Be prompt, reliable and trustworthy
• Sales and customer service skills
• Be highly organised and able to work to deadlines