Protection Consultant
New Today
Protection Consultant
From £25,000 (OTE - £70,000 for a 1 year period)
Blackwater
Full time, Permanent – Hybrid
Monday – Friday: 08:30am – 5:30pm, Fridays a 5pm finish (flexibility to start earlier or finish later)
Line Manager: Head of Protection and GI Sales
A leading Mortgage and Protection Brokerage is recruiting a Protection Consultant, a great opportunity for advisors of all levels with a great commission structure. Open to application from junior, experienced and senior advisors. You will identify client protection needs, conducted market research to source appropriate products, and delivered informed recommendations.
Responsibilities:
Provide customers with recommendations, assisting them to make informed decisions.
Manage customer appointments to progress from initial contact to on risk status in a timely manner, providing excellent customer service and regular client updates.
Conduct a thorough and accurate Factfind/Know your client questionnaire, and conduct in-depth review of client circumstances, current and future aims with regards to their insurance requirements.
Research optimal solutions from various sources including providers of insurance products, underwriters, BDMs and sourcing platforms such as IPipeline and Solutionbuilder, and issue demands and needs letters for advice given.
Designing protection strategies best suited to the clients needs, explaining about different types of protecti...
- Location:
- Blackwater
- Salary:
- £25,250 - £70,000 /annum £70 k ote
- Job Type:
- FullTime
- Category:
- Healthcare & Pharma
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