Company Description
Secure Mortgages & Protection offers a wide range of products to meet your protection needs. Our experienced team provides advice on the best options for your situation, ensuring you receive competitive rates and coverage options. We focus on helping you and your family stay protected with tailored solutions.
Role Description
The Protection Advisor will be responsible for providing expert advice on protection products to clients. This includes evaluating client needs, recommending suitable products, and ensuring clients understand their options. The Advisor will also handle customer inquiries, process applications, and follow up with clients to ensure satisfaction. This is a full-time hybrid role based in London (Hammersmith).
Qualifications
* Experience in protection advising and financial services
* Excellent knowledge of protection products and coverage options
* Strong communication and client relationship skills
* Ability to assess client needs and tailor recommendations
* Proficiency in handling administrative tasks and application processes
* Certifications in financial advising or related fields are beneficial
* Proven ability to work well in a team-oriented environment
* Prior experience in a similar role is an advantage