Ashna Jacob
Protection Advisor @Lifeline Protect Limited
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WORK HISTORY
Protection Advisor @Lifeline Protect Limited
GB
Advise clients on suitable protection products, including life insurance, critical illness cover, income protection, and family protection plans.• Conduct detailed fact-finds to assess clients’ financial needs, personal circumstances, and risk profiles.• Provide clear, compliant explanations of policy features, benefits, exclusions, and costs to support informed decision-making.• Prepare and present tailored quotations and protection recommendations aligned with client needs and affordability.• Manage the full application process, liaising with insurers, underwriters, and clients to ensure timely policy completion.• Maintain accurate client records and documentation in line with FCA regulations and company compliance standards.• Build and maintain strong client relationships through professional communication and ongoing support.• Follow up on leads, handle client enquiries, and support business development activities.• Stay up to date with product knowledge, regulatory changes, and market developments.
EDUCATION
Mahatma Gandhi University
Bachelor of Technology - BTech, Civil Engineering
University of the West of England
Master of Science - MS, Transport Engineering and Planning
ABOUT ASHNA JACOB
Ashna Jacob – Graduate Transport Planner | Quantity Surveyor | Civil EngineerProactive and results-driven professional with a Master’s degree in Transport Planning and strong experience in project coordination, cost estimation, design, planning, and project management. Demonstrates excellent organisational, administrative, and interpersonal skills, with the ability to manage time effectively in fast-paced and demanding environments. Adaptable to diverse work cultures and committed to supporting organisational vision and strategic objectives by delivering projects on time, within budget, and to required specifications. Seeking to contribute to a forward-thinking organisation where I can further develop my expertise and add value to team performance and community-focused development.
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