
Healthcare Advisor
- Dartford, Kent
- Permanent
- Full-time
- Undergo initial product training and pass initial tests and annual tests thereafter.
- Keep up to date with insurer/product changes & attend a monthly training meeting to ensure you are always providing accurate advice.
- Keep up to date with all compliance and regulatory matters that you are made aware via your compliance manager.
- Attending monthly insurers training sessions/private reading” as well as completing training forms relating to the training sessions.
- Excellent communication and interpersonal skills.
- Organisational skills.
- IT literate with good typing skills and confident using a range of programmes including email, word and spreadsheets.
- Time management skills and the ability to prioritise their workload effectively.
- Able to work with a team, take direction from others and collaborate effectively.
- Call and work to the best of your ability your assigned leads , this includes but is not limited to your not sets , no – contacts, quoted clients , phone quotes while maintaining a high number of outbound calls.
- Achieve monthly, and quarterly sales targets.
- Complete all supporting paperwork such as Fact finds, Quote Illustrations, emails, letters, databases, filing systems and all relevant paperwork to a high standard.
- Ensure databases are kept up to date with adequate notes.
- To ensure customers receive a service that meets their needs and supporting customers should they need assistance.
- Providing clear information about products and terms & conditions so it is easy for customers to make informed decisions.