Our client is a leader in the financial services industry, delivering wealth management and insurance advisory solutions. The business is known for its professional environment, regulatory compliance, and client-focused ethos.
This role will focus on identifying insurance needs, providing expert life and short-term insurance advice, and supporting implementation alongside financial planning partners. The consultant will manage client relationships, ensure compliance, and work closely with internal teams to deliver a seamless advisory experience. […]
Identify insurance opportunities within client...