Greg Walczyna

Protection Adviser @Tavistock Protect

Edinburgh, GB

Providing comprehensive personal and business protection advice to clients, assessing their financial needs and recommending suitable insurance products- Collaborating with underwriters to negotiate terms and ensure optimal coverage for clients- Maintaining up-to-date knowledge of industry trends, regulations, and product offerings- Fulfilling CPD requirements to maintain professional competence- Adhering to company compliance protocols, promptly addressing feedback, and implementing necessary actions- Building and maintaining strong client relationships- Building and maintaining strong introducer relationships- Working with leads provided by introducers & customers and providing valuable feedback.