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Protection advisor

Frimley
Permanent
Michael Usher Mortgage Services
Protection advisor
Posted: 30 April
Offer description

Company Description Michael Usher Mortgage Services is a financial services company headquartered in Frimley, Surrey, and serves clients across the United Kingdom. Specialising in personalised mortgage and protection advice, the company is committed to simplifying the mortgage process for its clients. With a focus on tailored solutions, Michael Usher Mortgage Services has established itself as a trusted partner in helping individuals and families secure the best financial options for their needs. Role Description This is a full-time, on-site role in Frimley for a Protection Adviser. The main purpose of this role is to advise clients (both personal and business) over the phone, online and face to face, recommending suitable protection solutions based on their needs and circumstances. The Protection Adviser will be responsible for delivering high-quality financial advice focused on protection products and services, maintaining a strong emphasis on client engagement and relationship management. This is a permanent employed position with a basic salary plus commission. OTE £50-65k in year one. Key Deliverables & Responsibilities * Maintain and build relationships with Mortgage Advisers, Commercial Advisers and introducers. * Convert leads into written business, achieving sales and conversion targets. * Complete thorough Fact Finds, including business structures and liabilities where necessary. * Advise on personal and business pr...

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