Insurance and Protection Adviser (CII Level 4 required)
Are you a driven, customer focussed individual looking to thrive in a supportive, high-performance environment? At Crystal Specialist Finance, we’re looking for an enthusiastic and knowledgeable adviser to empower clients through expert advice and personalised solutions. Your enthusiasm for sales combined with your communication skills will make a real difference.
Become a Insurance and Protection Adviser at Crystal Specialist Finance
Protect futures, build lasting relationships and make a real impact.
Are you a driven, customer focussed individual looking to thrive in a supportive, high-performance environment? At Crystal Specialist Finance, we’re looking for an enthusiastic and knowledgeable adviser to empower clients through expert advice and personalised solutions. Your enthusiasm for sales combined with your communication skills will make a real difference.
Why Crystal?
At Crystal Specialist Finance, we believe in empowering our people to deliver outstanding results. Our culture is built on trust, collaboration, and a relentless commitment to doing the right thing for our customers, partners and each other.
Values-Driven: We act with integrity, diligence, and always put customer outcomes first.
Supportive Environment: You’ll be surrounded by experienced professionals who are invested in your growth and success.
Vibrant Team: Join a collaborative, energetic team where your ideas and contributions are valued.
Continuous Development: We invest in your growth, keeping you at the cutting edge of industry best practice.
The Role: Insurance and Protection Adviser
As an Insurance and Protection Adviser you will serve as a trusted consultant, providing expert advice on various insurance products, including critical illness, life and property insurance. This position offers an exciting opportunity to leverage your sales skills to expand our client base and deliver exceptional customer service.
What You’ll Do:
Engage with prospective clients using our CRM database via telephone.
Conduct thorough analysis of clients’ needs to recommend suitable insurance solutions tailored to their individual circumstances
Negotiate policy terms and premiums to achieve mutually beneficial agreements that meet client expectations and company standards
Manage sales administration tasks such as processing applications, updating client records, and maintaining accurate documentation
Communicate complex insurance concepts clearly and effectively to diverse customer groups
Provide ongoing customer service by addressing enquiries and explaining policy details.
Liaise with our mortgage advice team to provide insurance products tailored to the customers mortgage journey.
Basic salary plus circa 2k a month commission uncapped.
What We’re Looking For
CII Level 4 required
Experience working in a regulated financial services environment
Track record of working to and achieving KPIs /targets
Previous experience of making outbound calls
Confidence in calling potential clients and building rapport
Ability to prioritise workload based on sales pipeline and strategic goals
Familiarity with CRM and sales tracking tools
Full time 40-hours per week (hybrid working available)
Why This Role Matters
As a Insurance and Protection Adviser at Crystal Specialist Finance, you’ll provide advice on various insurance products, helping customers to safeguard their futures while strengthening long-term trust in our brand. Your advice will empower clients to make informed decisions that protect their futures – making your role both commercially rewarding and genuinely meaningful.
Ready to Make an Impact?
If you’re passionate about protection advice, motivated by results and want to be part of a growing, values-driven business – Crystal Specialist Finance is the place for you.
Apply today and help our customers protect what matters most.