Overview
Protection Consultant
From £25,000 (OTE – £70,000 for a 1 year period)
Blackwater
Full time, Permanent – Hybrid
Monday – Friday: 08:30am – 5:30pm (flexibility to start earlier or finish later)
A leading Mortgage and Protection Brokerage is recruiting a Protection Consultant, a great opportunity for advisors of all levels with a great commission structure. Open to application from junior, experienced and senior advisors. You will identify client protection needs, conducted market research to source appropriate products, and delivered informed recommendations.
Responsibilities
* Provide customers with recommendations, assisting them to make informed decisions.
* Manage customer appointments to progress from initial contact to on risk status in a timely manner, providing excellent customer service and regular client updates.
* Conduct a thorough and accurate Factfind/Know your client questionnaire, and conduct in-depth review of client circumstances, current and future aims with regards to their insurance requirements.
* Research optimal solutions from various sources including providers of insurance products, underwriters, BDMs and sourcing platforms such as IPipeline and Solutionbuilder, and issue demands and needs letters for advice given.
* Designing protection strategies best suited to the clients needs, explaining about different types of protection products and information on new and existing products and services.
* Meet monthly and annual sales targets.
* Meet quality targets and other requirements (such as annual fitness and propriety actions, annual testing and CPD actions) as specified under the Training and Competency Scheme
* Maintaining detailed records to comply with the regulations of the Financial Conduct Authority (FCA).
* Liaise with other related professionals such as lead referrers, doctors, health professionals, underwriters, compliance, case checkers and other.
* Support QA and Complaints investigations with accurate and detailed statements as required.
* Work closely and collaboratively with other departments in the provision of great service, for example case handlers during the application -> on risk process.
Experience
* Able to demonstrate excel, word, and outlook skills
* Positive “can do” attitude
* Ability to work under high pressure
* Ability and desire to learn
* Good telephone sales skills, and managing performance targets.
* Good written and verbal communication.
Benefits
* Attain CAS status and Qualification status
* Discounts on removals, storage, estate agency, conveyancing, and lettings services, 45% off home reports
* Incentive events – for Performance related rewards from London 5* star meals and more
* Free mortgage & insurance advice
* Savings on insurance products
* 1 day work from home per week, 2 for exceptional arrangements
* 20 days base annual leave, rising by 1+ day for each year of service (capped at 25 days) + Bank holidays
* Paid Birthday leave (1 paid day on birthday or next working day, fixed)
* Guaranteed Paid Christmas break
* 13 Weeks Enhanced Maternity pay (full pay, on average earnings including commission)
* 4 weeks Paternity Pay (full pay, on average earnings including commission)
* Discretionary paid time off for sports days, nativity, parents evenings
* Social events such as Mixers (from GoKarting, Cocktail making and Team Meals), Summer BBQ and Christmas Parties
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