Company Description
Owl Financial is a UK-wide advice business focused on providing personalized financial protection services. The company offers a range of protection products, including life cover, critical illness cover, accident protection, and income protection. Owl Financial is a trading style of Openwork, one of the UK's largest networks of financial advisers, ensuring high standards and quality advice.
Role Description
This is a full-time remote role for a Protection Specialist at Owl Financial. The Protection Specialist will be responsible for assessing clients' protection needs, recommending suitable financial protection products, offering advice on personal and commercial insurance, and assisting with mortgage and remortgage consultations.
Qualifications
* Physical Security, Communication, and Customer Service skills
* Training and Sales skills
* Experience in financial services or insurance industry
* Knowledge of protection products such as life cover and critical illness cover
* Strong interpersonal skills and attention to detail
* Ability to work independently and remotely
* Qualification in finance, insurance, or related field is a plus
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