Protection Advisor

Posted 2024-10-15

💎 Seniority level: Previous experience in a dedicated protection role is preferred.

📍 Location: United Kingdom

💸 Salary: 35000 - 35000 GBP per year

🔍 Industry: Mortgage Brokerage

🗣️ Languages: English

⏳ Experience: Previous experience in a dedicated protection role is preferred.

🪄 Skills: Communication Skills

CeMAP, CertPro or R05 qualification or willingness to achieve this within first 3 months of employment.
Whole of market or large panel experience.
Previous experience advising on income protection, life cover, and critical illness is preferred.
Strong verbal and listening communication skills.
Ability to build rapport and handle objections effectively.

Picking up live transfers and pre-booked calls from mortgage Advisors.
Arranging protection reviews with new and existing customers to recognize their need for protection products.
Conducting in-depth reviews of customers' protection needs, focusing on mortgage protection.
Providing advice and recommending suitable protection products.
Being knowledgeable about the protection marketplace for accurate product recommendations.
Completing insurance applications and medical questionnaires.
Producing insurance quotes and issuing policy documentation.
Liaising with underwriters for optimal client outcomes.