Life Insurance Trust Specialist in Hale, Cheshire, UK

Employer: Concept Technical Resources

Location: Hale, Cheshire, UK


Salary: £28,000 - £45,000 per annum, OTE

Life Insurance Specialist

We are looking for an experienced Trust Expert within the life insurance sector who’s passionate about developing long standing relationships and providing tailored protection and trust advice to clients. The role is based the beautiful village of Hale, offering excellent facilities, located close to local amenities.

Working for a high end Insurance Broker, covering whole of market on an advised basis.

You will have:

  • 12 month’s Life Insurance protection sales experience.

  • 12 month’s Life Insurance trust experience

  • Estate planning

  • Competent Adviser Status.

  • Extensive knowledge about the major Protection Insurers and the products they offer.

  • CEMAP Qualified (desirable)

  • RO5 qualified (desirable)

    Our client are transparent, customer centred company offering relaxed yet professional working environment. They are dedicated to training and developing personnel to increase job satisfaction and provide endless career development opportunities.

    Key Responsibilities:

  • To ensure contact with clients is conducted in a professional and compliant manner.

  • Contact existing customers

  • To achieve targets and KPIs.

  • Sourcing referrals

  • To ensure all relevant documentation and notes are accurately recorded and saved to the relevant system(s).

  • To ensure pipeline cases are managed.

  • Complete all the administrative duties

  • call clients through hot keys and clients own data sources in the UK that have Life Insurance & Mortgage Protections that have yet to be written into Trust.

  • This will involve explaining the process of Probate possibly hitting the policy and their estate with Inheritance tax and helping them to avoid it completely and then re writing customer plans

    To ensure excellent customer experience by placing the customer’s best interest at the heart of everything you do and recommend improvements where possible.


  • Opportunity achieve realistic OTE to £45k+ earnings

  • Competitive basic salary £25,000 - £28,000 per year

  • In house cash incentives run weekly

  • Generous holiday allowance

  • 5 minute walk from Hale train station

  • Never work a Friday again; Monday - Thursday 10.00am- 8.00pm

  • Optional Friday working between 10.00am- 2.00pm with a £50.00 cash incentive paid on the day.

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