Financial Services
Financial Services

Protection Adviser

Ref: 3708| Posted: 6th Sep 2021

Protection Adviser’s – London – £28,000 plus excellent bonus

Our client is actively seeking experienced individuals to join their team of successful protection advisors in their fast-growing city-based office.

This role will include dealing with potential clients who have expressed an interest online in Life Insurance quotes and help them find a suitable policy whilst complying with FCA regulations.

The ideal candidate must be extremely determined to succeed and be able to perform well in a competitive environment.

Duties and Responsibilities:

•             Achieving set company targets and following up on future business opportunities

•             Independently advise clients on appropriate insurance schemes in relation to protection/insurance products

•             Dealing with clients’ enquiries proactively and keeping customers satisfied once sale have been completed to ensure clawback does not happen

•             Working alongside a team of underwriters at different insurers to find the best insurance policy for clients and businesses

•             Conducting compliant suitability reports using an Adviser Protection Platform including Bluecoat Software (Fin Plan).

•             similar, highlighting the comprehensive fact finds to ensure that policies are suitable and affordable to satisfy the customers’ needs.

•             Closely liaising with other colleagues within the company in order to ensure that all deadlines are met to provide an all-round excellent service

•             Working with a panel of over seven insurance companies in order to keep up to date; through analysing trends in the life and health insurance market

•             Understanding compliance within company policy and being able to ensure the regulations and policies of operating company are adhered to including GDPR, Intrinsic and FCA               regulations

•             Keep up with monthly CPD in line with FCA requirements

•             Keep up with training and development from management to improve performance

•             Utilising skillset to guide and advise clients through their financial protection choices

Mandatory skills, qualifications and experience

The ideal candidate must:

•             2 years B2C sales experience (telephone-based preferred but not essential)

•             Pass credit report check (cannot accept outstanding defaults, CCJs or high levels of unsecured debt)

•             Pass Disclosure and Barring Service (DBS) check.

Preferable requirements:

•             Trustworthy: To achieve a long-lasting professional relationship

•             Communication: Identifying approach that needs to be taken depending on the client

•             Listening and Organization skills

•             Target driven

•             Honesty

•             Empathy: Disclosing sensitive issues e.g. medical history, beneficiaries, recent bereavements.


Why work for our client -

•             All leads provided or self-created leads through online marketing

•             Administration team to support you daily

•             Guaranteed commission to be paid every 4 weeks

•             Ongoing training and support

Please apply to the by role submitting you’re most up-to-date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.

Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.