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Protection adviser

Chelmsford
Mark Burton Mortgages and Protection
Protection advisor
Posted: 30 July
Offer description

About the Firm

Mark Burton Mortgage & Protection Services offers a comprehensive package to their clients to fulfill their mortgage and protection needs. They are currently looking for a self-employed Protection Adviser to support the growth and development of the business and help provide first-class advice to their clients.

Based in Essex, Mark Burton Mortgage & Protection Services has a strong local presence, especially within the local gym and fitness scene. You will be joining the business at a key time and will play a vital role in its growth.

About the Role

As a self-employed Protection Adviser, you will provide first-class and bespoke recommendations on protection products suitable to the client’s needs, while upholding the reputation of the business.

This role is suitable for those starting their journey in this industry or experienced protection advisers looking for a new place to call home.

The benefits include:

* Full leads provided from an existing client bank
* In-house mentorship and development opportunities
* Fully approved marketing literature to support client acquisition
* Flexible working - 1 day per week in the office
* Business development toolkit
* No monthly costs

Your responsibilities will include:

* Providing advice and bespoke recommendations on protection products
* Creating, managing, and maintaining client relationships
* Managing external relationships and diary time efficiently

What you will need to succeed:

* Previous experience providing advice on protection products is preferred
* Or previous selling experience, including direct customer or B2B sales
* Administrative skills
* Quality communication skills, both written and verbal
* A professional attitude
* Passion for customer service

Mark Burton Mortgage & Protection Services is part of The Openwork Partnership, one of the UK’s largest and longest-established financial advice networks. Being part of a larger organization offers many benefits, including ownership structure—owned by its firms, Bain Capital, and its employees, making it somewhat democratic. The partnership boasts a broad proposition with deep ties to providers and substantial resources. It prioritizes the development of colleagues, advisers, and support staff.

If you’re based in Essex, Suffolk, Ipswich, or surrounding areas and want to learn more,

Submit your CV and take the first step towards your next career move, joining a brokerage that supports your growth and success.

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