Job Title:
Life and Pension Specialist
Job Overview:
The role of a Life and Pension Specialist involves providing expert advice to clients on financial services, retirement planning, and estate management.
Key Responsibilities:
1. Build and maintain strong relationships with existing clients through exceptional communication skills and personalized service.
2. Conduct thorough needs analyses to identify client goals and objectives.
3. Develop and implement tailored financial plans to meet client requirements.
Requirements:
* Strong background in financial services with experience in pension and life insurance products.
* Excellent communication and interpersonal skills with the ability to work effectively with diverse client groups.
* Able to build long-term relationships with clients and deliver results-driven solutions.
Benefits:
This role offers a rewarding career path for those passionate about delivering excellent customer service and driving business growth.
What We Offer:
We provide ongoing training and development opportunities to help you achieve your full potential.