Protection Adviser ( In-House)

A rare opportunity has arisen within a specialist Mortgage and Protection operation for a skilled Protection and Insurance Adviser.

The role:

• Insurance and Protection Adviser
• Employed , full time 40hrs a week, Hybrid working available.
• Basic salary plus circa 2k a month commission uncapped.

Job Summary

• Our Client seeks a motivated Insurance Advisor to join the team and help clients navigate the complex world of insurance.
• In this role, you will serve as a trusted consultant, providing expert advice on various insurance products, including critical illness, life, and property insurance.
• Your energetic approach will empower clients to make informed decisions that protect their futures while fostering long-term relationships.
• This position offers an exciting opportunity to leverage your sales skills to expand our client base and deliver exceptional customer service.

Responsibilities

• Engage with prospective clients using a CRM database via telephone.
• Conduct thorough analysis of clients' needs to recommend suitable insurance solutions tailored to their individual circumstances
• Negotiate policy terms and premiums to achieve mutually beneficial agreements that meet client expectations and company standards
• Manage sales administration tasks such as processing applications, updating client records, and maintaining accurate documentation
• Communicate complex insurance concepts clearly and effectively to diverse customer groups
• Liaise with the mortgage advice team to provide insurance products tailored to the customers mortgage journey.

Requirements

• Experience working in a regulated financial services environment
• Track record of working to and achieving KPIs /targets
• Previous experience of making outbound calls
• Confidence in calling potential clients and building rapport
• Familiarity with CRM and sales tracking tools

Qualifications

Ideally CII Level 4/Industry qualifications.