She will work with member firms to help them explore the PMI sector
The Right Mortgage & Protection Network and DA Club have named Bipin Sandhu (pictured) as new private medical insurance (PMI) supervision and development manager.
Sandhu joins The Right Mortgage after four years with Simplybiz Compliance Services, recruiting independent financial advisers, mortgage and protection, and protection-only firms to go directly authorised. Prior to this, she spent 10 years with Vitality in a business development role, working with advisory firms and providing training on life insurance, PMI, and investment products.
At The Right Mortgage, she will be responsible for working with member firms to help them explore the PMI sector, the growing client demand and need, and the advice and income-generating opportunities available.
Her appointment is part of The Right Mortgage’s focus on expanding its PMI specialist team to specifically support advisers new to the product area, and to help them identify PMI client opportunities.
“We are very pleased to welcome Bipin to this brand-new role within the business, one that is fully focused on the PMI sector, and the growing number of opportunities it offers individual advisers and our firms,” commented Amy Wilson, head of general insurance at The Right Mortgage.
“She brings with her a wealth of experience from all areas of financial services, with insight and expertise in a whole host of products, as well as in crucial areas such as training, business development and supervision. Bipin is going to be a real asset to the business, and she is looking forward to engaging with advisers to help them develop their PMI propositions.”
Commenting on her appointment, Sandhu said she was really excited to be joining The Right Mortgage.
“It is a great business with fantastic people and a wonderful work environment,” she remarked. “The Right Mortgage and I share the same core values: trust, respect, and partnership. This new PMI-focused role was perfect for me as I love working with advisers and firms, helping them grow their businesses in this area. I’m looking forward to meeting and talking to lots of our firms, and to helping them make this most of this growth area.”
Meanwhile, The Right Mortgage & Protection Network and DA Club has also announced that it is holding a PMI Summit this week for both specialist PMI advisers and those looking to start to advise in PMI.
The summit will take place on tomorrow, July 5, at the Nuthurst Grange Country House Hotel in Solihull. Interested advisers can register and attend the event, which features keynote presentations, roundtables, and panel discussions. Although general admission is free, spaces are limited and will be allocated on a first-come, first-served basis.
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