Company: TAMSIN WHEATCROFT PROPERTY AND FINANCIAL SERVICES RECRUITMENT
Job Type: Permanent, FullTime
Salary: £28,000 - £55,000 per annum, OTE
Job Reference: J-0285
Job Title: Protection Advisor
Job Location: Newark, Hybrid (1 Day per week in office)
Salary: £28,000- £55,000 OTE
Company Overview:
Our client is a leading Mortgage and Protection business based in Newark. They pride themselves on providing comprehensive mortgage solutions tailored to their clients' needs. With a large client base, they are dedicated to ensuring that their clients receive the best protection advice and service possible.
Position Overview:
We are currently seeking a motivated and proactive Protection Advisor to join our client’s team on a full-time basis. As a Protection Advisor, you will be responsible for managing the trial policies within their client bank, ensuring that each policy is reviewed regularly and providing expert advice on protection products.
Responsibilities:
- Reviewing trial policies for approximately 1700 clients to ensure compliance and suitability.
- Providing protection advice to clients based on their individual needs and financial circumstances.
- Collaborating with mortgage advisors to assess client needs and recommend appropriate protection products.
- Proactively contacting clients to discuss policy reviews and provide ongoing support.
- Maintaining accurate records of client interactions and policy recommendations.
- Attending weekly meetings in Newark to discuss progress and strategies with the team.
Requirements:
- Previous experience in a similar role within the mortgage or financial services industry.
- Strong knowledge of protection products and regulations.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients.
- Self-motivated and proactive approach to work, with the ability to work independently.
- Willingness to travel to Newark at least once a week for meetings and team collaboration.
- Ability to meet targets and deadlines effectively.
Benefits:
- Competitive basic salary with commission incentives.
- Home-based working arrangement with flexibility.
- Opportunities for career development and progression within the company.