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Company Description
Owl Financial is a UK-wide financial advice business dedicated to helping individuals secure the right financial protection. We specialize in providing personalized, face-to-face advice tailored to meet each client's unique needs. Licensed to recommend financial protection products from leading providers, we offer solutions like life cover, critical illness cover, accident protection, and income protection. Our services extend beyond personal protection to include home and landlord insurance, mortgage advice, and introductions to specialist partners for additional financial services. As a part of the Openwork network, one of the UK’s largest networks of financial advisers, we uphold the highest standards of quality and professionalism.
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Role Description
The Protection Specialist is a full-time hybrid role based in Manchester, with the flexibility to work from home when required. In this role, you will provide personalized advice on financial protection products, ensuring that clients receive tailored solutions that meet their needs. Day-to-day responsibilities include:
- Conducting client consultations
- Analyzing their financial situations
- Recommending protection products
- Building trusted relationships
Additionally, the role involves contributing to sales efforts, providing excellent customer service, and ensuring compliance with industry standards.
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Qualifications
- Strong background in Communication and Customer Service to build and maintain client relationships effectively
- Experience in Sales and the ability to identify customer needs and recommend solutions
- Understanding of Physical Security concepts and their application to financial protection solutions
- Capability to deliver Training and guidance to clients about products and processes
- Proficiency in using technology and tools required for hybrid work
- Excellent organizational and problem-solving skills
- Commitment to following industry regulations and ensuring compliance
- Experience in financial services or a related field is advantageous
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