Required Skills insurance fca good communication Job Summary Job Title: Insurance Advisor Reporting to: Directors Purpose of the role • To offer a comprehensive insurance service to existing and potential new customers. • To answer all calls and enquiries in a timely and efficient manner • To actively contribute to the achievement of the Company’s Business Objectives and Targets. • To consistently achieve the service and product delivery standards with a high degree of customer care and service at all times, adhering to the principles and rules laid down by the FCA Knowledge and Experience • Educated to at least GCSE standard • Experience and thorough knowledge of insurance products and the insurance market or willingness to undertake relevant customer service and insurance training • Good keyboard skills and knowledge of Microsoft, email and internet • Experience of providing specialised sales advice to support customers requirements • A thorough understanding of the FCA rules and guidance function Skills Required • Ability to identify and respond appropriately to an individual customers level of understanding • Responsible attitude towards the handling of information, including the ability to collect, analyse and summariseinformation. • Excellent communication skills • Ability to persuade and influence others • Ability to identify and match the products available with the customer’s requirements. Expected behaviours • Act in an honest and open manner at all times with the customer, the firm and the regulator in all matters. • Demonstrate a customer focused approach. • Ensure that business transactions are conducted in a way that is clear and straightforward. • Act with integrity in the workplace by demonstrating fairness and impartiality. • Act with honesty and integrity outside of the workplace Accountabilities/Responsibilities • To identify potential sales from all incoming calls and enquiries. • To analyse information gathered and undertake sufficient research to make suitable recommendations. • To complete all supporting documentation in a timely, compliant and accurate manner. • To support the sales targets as directed by your manager • To be aware of and to follow at all times, the firms standards of ethical behavior. • To ensure the maintenance of customer records accurately and securely, in accordance with the firm’s own record keeping requirements and following GDPR – General Data Protection Regulation • Actively seek feedback from customers and respond appropriately to feedback received. • To maintain professional competence by complying at all times with the Training and Competence procedures of the firm. • To ensure the workplace is clean and tidy, to ensure a safe working environment for staff. • To undertake all other duties as reasonably required and directed. • Ensure compliance with all other applicable legislation, including but not limited to, Senior Managers & Certification Regime (SM&CR) Individual Conduct Rules, The Bribery Act 2010, Financial Services and Markets Act 2000 and FCA regulations. • Be aware and understand the company’s compliance policies and procedures and ensure full compliance with those relevant to the role. See examples listed below: o Conflict of interest Policy o Consumer Duty & Vulnerable Customers Policy o Principles of Insurance o Training and Competence o Senior Management Regime and Conduct Ruling Hours are Mon to Fri (9am to 5pm) 37.5 Hours (30 mins lunch) Experience • Educated to at least GCSE standard • Experience and thorough knowledge of insurance products and the insurance market or willingness to undertake relevant customer service and insurance training • Good keyboard skills and knowledge of Microsoft, email and internet • Experience of providing specialised sales advice to support customers requirements • A thorough understanding of the FCA rules and guidance function