Search are looking to speak to experienced Protection Advisor's or sales individuals from a financial service background looking to join a leading multi-award winning insurance company. This role offers an exciting opportunity to provide exceptional customer service and advice on life insurance products. The ideal candidate will have strong financial services experience and excellent communication skills.
The Protection Advisor role is all about understanding customer needs and providing exceptional service. This position involves advising on life products, building rapport with customers, and ensuring they make the right choices.
The role includes:
• Exceptional Service: Provide outstanding service and advice over the telephone to both personal and business customers.
• Proactive Learning: Maintain knowledge and drive personal performance with ongoing support and coaching.
• Regulatory Standards: Ensure compliance with FCA and internal regulatory standards for advice provision.
• Quality Advice: Document and analyse every conversation to provide high-quality advice.
What You Need to Thrive:
• Experience: Previous experience with Insurance or Financial Services is essential.
• Communication: Confident telephone manner and strong customer engagement skills.
• Organization: Strong organizational skills with the ability to manage time and focus to maximize productivity.
• Qualifications: Financial services qualifications appropriate to the role, ideally CEMAP or R05 would be an advantage