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Date Added: Mon 10/06/2024

Protection Advisor

Sale, UK
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Company: MERJE LTD

Job Type: Permanent, FullTime

Salary: £32,000 per annum

Protection Advisor

Sale

£30,000-£32,000 OTE £65k

We are  seeking a highly driven Protection Insurance Sales Agent to join my  established client . As a Protection Advisor, you will be responsible for selling a range of protection insurance products and ensuring the right customer outcome is achieved.

What will you be doing ?

  • Convert client enquiries to policies for prospective clients over the phone
  • Generate business equal to or in excess of monthly target
  • Provide every client with an exceptional customer service level and ensure TCF and best customer outcome is achieved
  • Use all data to maximise sales
  • Provide the client with the best possible advice
  • Ensure the client provides all relevant documentation and is chased up for this where required
  • Work and administer workflows, diaries and chase calls within required timescales
  • Ensure maximum revenue is collected by the business
  • Deal with all clients in a positive and professional manner
  • Give feedback / ideas on how processes can be improved / made more efficient
  • Act in a professional manner and deliver excellent customer service at all times
  • Deal with any client queries as required
  • Ensure computer records are kept up to date
  • Undertake any other duties that fall within the scope of this job

Job Requirements

  • 2 years' experience within Financial Services
  • Experience in Protection Insurance products
  • Quick thinking
  • Dedicated
  • Strong people skills
  • Pro-active
  • Thinks 'outside the box' to service clients and achieve targets
  • Highly customer focused
  • Self-motivated
  • Ability to work towards and exceed targets
  • Excellent Communicator

If you have the required skills and experience, and are looking for a challenging and rewarding role as a Protection Advisor, then we encourage you to apply for this position.

Applicants must be located and eligible to work in the UK without sponsorship. Please note, should feedback not be received within 28 days, unfortunately your application has been unsuccessful. In applying for this role, you may be registered on our database so we can contact you about suitable opportunities in future. Your data will be managed in accordance with our Privacy Policy, which can be found on our website. If you would like this job advertisement in an alternative format, please contact MERJE directly.

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