Our client is seeking an experienced Protection Adviser who excels in providing high-quality Protection and Insurance advice to clients. This role presents an exciting chance to join a successful Independent Financial & Mortgage Advisers firm and become an integral part of a team that places a strong emphasis on meeting client requirements and delivering outstanding customer service.
As a Protection Adviser, you'll enjoy a basic salary of up to £30,000 and an OTE of £50,000-£80,000+. You'll also have the chance to take advantage of flexible working hours once you've established a consistent sales pipeline. Plus, no weekend work, so you can reclaim your weekends!
Our client is a leading independent financial planning firm based in Altrincham, Cheshire. With a decade of experience under their belt, they aim to provide the most comprehensive financial and wealth management services available. Their team is committed to focusing on clients' needs above all else and making customer service their top priority.
As a Protection Adviser, your responsibilities will include:
- Working closely with the team to provide high-quality leads from clients typically going through the mortgage process or who already have a mortgage in place.
- Providing expert advice on insurance products across the whole of market.
- Engaging with clients to understand their individual protection needs and financial circumstances.
- Recommending suitable solutions to clients tailored to their requirements.
- Effectively managing a pipeline of leads, converting them into successful sales.
- Building and maintaining strong relationships with clients, establishing trust and credibility.
Package and Benefits:
As a Protection Adviser, you'll enjoy:
- A basic salary of £30,000.
- Uncapped commission of up to £80,000+.
- Quarterly performance bonus.
- Flexible working opportunity once established pipeline and consistent sales figures.
- Company events, pension scheme, life insurance, and death in service.
- 20 days holiday per year plus bank holidays and additional days over Christmas.
- On-site parking.
The ideal candidate for this Protection Adviser role will have:
- Previous experience in a similar sales role within the financial services industry.
- A track record of meeting or exceeding sales targets.
- Sound knowledge of protection and insurance products, particularly how they align with clients' mortgages.
- Excellent communication and interpersonal skills to establish rapport with clients.
- Excellent organisational skills to manage a high volume of leads and prioritise effectively.
- Confidence using modern technology tools to work efficiently.
- The ability to work collaboratively within a team environment and autonomously.
- A consultative sales approach.
If you've previously held roles such as Insurance Adviser, Financial Adviser, Mortgage Adviser, Sales Consultant, or Insurance Broker, this Protection Adviser role could be a perfect fit for you.
If you're a motivated Protection Adviser looking to join a dedicated team and make a real difference to clients' financial futures, we'd love to hear from you. Don't miss out on this exciting opportunity – apply today or call Jenni Lunt on for more information.
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