Protection Consultant
From £25,000 (OTE - £70,000 for a 1 year period)
Blackwater
Full time, Permanent – Hybrid
Monday – Friday: 08:30am – 5:30pm, Fridays a 5pm finish (flexibility to start earlier or finish later)
Line Manager: Head of Protection and GI Sales
A leading Mortgage and Protection Brokerage is recruiting a Protection Consultant, a great opportunity for advisors of all levels with a great commission structure. Open to application from junior, experienced and senior advisors. You will identify client protection needs, conducted market research to source appropriate products, and delivered informed recommendations.
Responsibilities:
Provide customers with recommendations, assisting them to make informed decisions.
Manage customer appointments to progress from initial contact to on risk status in a timely manner, providing excellent customer service and regular client updates.
Conduct a thorough and accurate Factfind/Know your client questionnaire, and conduct in-depth review of client circumstances, current and future aims with regards to their insurance requirements.
Research optimal solutions from various sources including providers of insurance products, underwriters, BDMs and sourcing platforms such as IPipeline and Solutionbuilder, and issue demands and needs letters for advice given.
Designing protection strategies best suited to the clients needs, explaining about different types of protection products and information on new and existing products and services.
Meet monthly and annual sales targets.
Meet quality targets and other requirements (such as annual fitness and propriety actions, annual testing and CPD actions) as specified under the Training and Competency Scheme
Maintaining detailed records to comply with the regulations of the Financial Conduct Authority (FCA).
Liaise with other related professionals such as lead referrers, doctors, health professionals, underwriters, compliance, case checkers and other.
Support QA and Complaints investigations with accurate and detailed statements as required.
Work closely and collaboratively with other departments in the provision of great service, for example case handlers during the application -> on risk process.
About you
Positive “can do” attitude
Ability to work under high pressure
Ability and desire to learn
Good telephone sales skills, and managing performance targets.
Good written and verbal communication.
Experience
Able to demonstrate excel, word, and outlook skills
Any previous sales experience (not required)
Mortgage & Protection industry experience is a bonus (not required).
Higher education (college or above) (not required).
R05 Qualification / other insurance related qualification (not required).
Benefits
Attain CAS status and Qualification status
Discounts on removals, storage, estate agency, conveyancing, and lettings services, 45% off home reports
Incentive events – for Performance related rewards from London 5* star meals and more
Free mortgage & insurance advice
Savings on insurance products
1 day work from home per week, 2 for exceptional arrangements
20 days base annual leave, rising by 1+ day for each year of service (capped at 25 days) + Bank holidays
Paid Birthday leave (1 paid day on birthday or next working day, fixed)
Guaranteed Paid Christmas break
13 Weeks Enhanced Maternity pay (full pay, on average earnings including commission)
4 weeks Paternity Pay (full pay, on average earnings including commission)
Discretionary paid time off for sports days, nativity, parents evenings
Social evets such as, Mixers (from Gokarting, Cocktail making and Team Meals), Summer BBQ and Christmas Parties