As a Protection Services Consultant, you will be the first point of contact for our existing mortgage clients, introducing the importance of financial protection and arranging appointments with our advisers. This role is designed as a development pathway into becoming a fully qualified Protection Adviser, offering structured training, hands-on client experience, and ongoing professional development support.
Key Responsibilities:
• Contact existing mortgage clients to introduce the concept of financial protection (e.g., life insurance, critical illness cover, income protection).
• Build rapport and clearly explain the benefits of reviewing their protection needs.
• Book and schedule appointments with Protection Advisers for in-depth consultations.
• Maintain accurate client records and update the CRM system.
• Collaborate with advisers to ensure smooth client handovers and understand the full client journey.
• Participate in structured training and development activities to progress toward a Protection Adviser role.
We Offer:
* Comprehensive training programme.
* Clear career progression pathway into a Protection Adviser role.
* Supportive team environment with regular coaching and feedback.
* Competitive salary and performance-based incentives.
* Access to company benefits including pension, wellbeing support, and more
* Strong communication skills with the ability to engage clients confidently and professionally.
* A proactive, client-first mindset and a genuine interest in financial protection.
* Excellent organisational skills, time management, and attention to detail.
* Motivation to learn, grow, and work towards becoming a qualified Protection Adviser.
* Previous experience in sales is mandatory.
Since 1992, Alexander Hall has been at the forefront of mortgage advice, growing into one of the UK's leading mortgage brokers. Our ethos is built on expert knowledge, cutting-edge technology, and access to exclusive products, ensuring a stress-free and simplified process for our clients. Our commitment to excellence is echoed in our five-star Trustpilot reviews and numerous accolades, cementing our reputation as a trusted advisor in the mortgage landscape.
Embark on a journey where your potential is recognised and nurtured. At Alexander Hall, your career is not just a job; it's a pathway to success, growth, and fulfilment. Join us and be part of a team where excellence is not just pursued, it's achieved.
We are regularly recognised from within our industry and very proud to have been awarded the following accolades over the last period of time;
Best Broker for Customer Service - L&G Mortgage Awards 2024
Best Broker for Overall Quality –L&G Mortgage Awards 2023
Best Brokerage – What Mortgage Awards 2022
With individual advisers winning individual awards such as;
Best Broker for First Time Buyers – The British Mortgage Awards 2023
Best New Build Broker – The British Mortgage Awards 2022