Relationship Manager - Life Insurance

• Hybrid role with a warm client database, strong brand support

About Our Client

This role is with a well-regarded organisation in the Insurance sector, operating within the Banking & Financial Services department. As a mid-sized company, they are committed to delivering top-notch financial solutions and fostering a professional and supportive work environment.

Job Description

• Provide tailored financial advice to clients in line with their individual goals and needs.
• Analyse and assess financial information to create effective financial plans and strategies.
• Assist clients in selecting suitable insurance products and services.
• Maintain up-to-date knowledge of industry regulations and compliance requirements.
• Develop and sustain strong client relationships to ensure long-term trust and satisfaction.
• Collaborate with internal teams to deliver comprehensive financia...