Job Reference: J-0285
Job Title: Protection Advisor
Job Location: Newark, Hybrid (1 Day per week in office)
Salary: £28,000- £55,000 OTE
Company Overview:
Our client is a leading Mortgage and Protection business based in Newark. They pride themselves on providing comprehensive mortgage solutions tailored to their clients' needs. With a large client base, they are dedicated to ensuring that their clients receive the best protection advice and service possible.
Position Overview:
We are currently seeking a motivated and proactive Protection Advisor to join our client’s team on a full-time basis. As a Protection Advisor, you will be responsible for managing the trial policies within their client bank, ensuring that each policy is reviewed regularly and providing expert advice on protection products.
Responsibilities:
1. Reviewing trial policies for approximately 1700 clients to ensure compliance and suitability.
2. Providing protection advice to clients based on their individual needs and financial circumstances.
3. Collaborating with mortgage advisors to assess client needs and recommend appropriate protection products.
4. Proactively contacting clients to discuss policy reviews and provide ongoing support.
5. Maintaining accurate records of client interactions and polic...