Company Description
Kalon Financial Ltd specializes in protection advice, offering expert advice on personal and business financial protection, as well as general insurance. With a focus on keeping client's financial well-being at the forefront, Kalon Financial provides bespoke solutions tailored to individual needs and objectives. As an Appointed Representative of Openwork Ltd, Kalon Financial has access to a pool of top industry providers and resources, ensuring clients receive leading protection products.
Role Description
This is a full-time remote role for a Protection Adviser at Kalon Financial. The Protection Adviser will be responsible for providing expert advice on financial protection, assessing client needs, recommending suitable protection products, and helping clients secure their financial future. Building strong relationships with clients to understand their unique situations and goals is a key aspect of this role.
Qualifications
* Excellent communication and interpersonal skills
* Knowledge of personal and business financial protection
* Understanding of general insurance
* Ability to assess client needs and recommend suitable protection products
* Strong analytical and problem-solving skills
* Experience in financial advising or related field
* Certifications like CeMAP or equivalent are a plus
* Bachelor's degree in Finance, Economics, Business, or related field
Seniority Level
Entry level
Employment Type
Full-time
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