Job Description
Protection Adviser / Insurance Broker / Mortgage Protection Adviser / Financial Services AdviserA fantastic opportunity to join a thriving team at a market leading firm for a Protection Adviser / Insurance Broker with personal protection, client advice, mortgage pipeline and financial services experience.ALL LEADS PROVIDEDThese leads are clients currently using the firm for mortgage advice. Writing 100 mortgage cases a month.PARTNERSHIP OPPORTUNITIESFor ambitious brokers the firms operates a " progression to partnership programme " where you can become a shareholder and executive within the business.If youve also worked in the following roles, wed also like to hear from you: Protection Consultant, Insurance Adviser, Life Insurance Broker, Financial Protection Specialist, Protection Specialist, Financial AdviserSALARY: £100,000 OTE (Includes Competitive Salary + Uncapped Commission)LOCATION: Hybrid / Exeter, Devon, South West EnglandSuccessful candidates will need to commit to a training/onboarding period at the head office in Exeter, Devon. Once completed youll have the option to work remotely from home or if you prefer work in a hybrid capacity, from home and the office in ExeterJOB TYPE: Full-Time, ContractJOB OVERVIEWWe have a fantastic new job opportunity for a Protection Adviser / Insurance Broker with proven experience giving personal protection advice and supporting clients with insurance and trust planning.As the Protection Adviser / Insurance Broker you will join a successful, established UK firm that provides all leads from existing mortgage clients, giving you access to a strong pipeline and large case opportunities.Working as the Protection Adviser / Insurance Broker you will provide tailored protection advice, manage multiple leads, deliver excellent client service and use market-leading systems with full administration support.The role offers remote or hybrid working following an onboarding period at head office in Exeter, Devon, plus a progression to partner programme for ambitious advisers.WHY JOIN THIS FIRM?All leads provided circa 40-60 per month and are proceeding with finance applicationsBespoke marketing leading technology and systemsLarge case sizesUncapped commission schemeFull admin supportControl your own diaryDA firm with no network oversightGreat team environmentHybrid/remote working availableA Progression to Partner Programme for ambitious advisersAPPLY TODAYReady to make your next career move?
Apply Now for our Recruitment Team to review.DUTIESYour duties as the Protection Adviser / Insurance Broker include:Client Advice: Provide clear, tailored personal protection advice to existing clientsLead Management: Manage a regular flow of warm leads from clients proceeding with mortgage applicationsProtection Planning: Identify suitable insurance and protection solutions based on client needsTrust Planning: Support clients with appropriate trust arrangements where requiredPipeline Management: Manage a large mortgage-related pipeline efficiently and professionallyDiary Management: Plan your own time and diary to maximise client contact and service deliveryCustomer Service: Deliver a high standard of client care throughout the advice processAdministration Liaison: Work closely with administration support to ensure accurate case progressionBusiness Growth: Contribute to the continued development of a successful protection advice serviceCANDIDATE REQUIREMENTSESSENTIALProtection Advice Experience: Proven experience advising clients on personal protectionRelevant Qualification: Hold an appropriate qualification for giving protection adviceFinancial Services Background: Experience working within insurance, protection, mortgage or financial servicesPipeline Management: Ability to manage a busy pipeline and multiple leads each dayClient Focus: Strong customer service skills with a commitment to delivering positive outcomesOrganisation Skills: Ability to plan workload, manage time and work independentlyDriving Licence: full UK driving licenceDESIRABLEWills Experience: Experience writing willsTrusts Experience: Experience writing trustsPartnership Ambition: Interest in progressing within the business through a partner programmeHOW TO APPLYTo be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.JOB REF: AWDO-C14785Full-Time, Contract Financial Services Jobs, Careers and Vacancies.
Find a new job and work in Exeter, Devon, South West England. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online.AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency.AWD-IN-SPJTPBN1_UKTJ