Protection Advisor – Mortlake

  • Full Time
  • Mortlake
  • Posted 1 week ago
  • Salary: £Up to £45,000
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Property People Recruitment are currently looking to recruit an experienced Protection Advisor to work with a large and busy office in Mortlake.

A fantastic opportunity has arisen for a Life Protection Advisor within a leading Financial Services Company in South West London.

They are an established business providing independent financial advice to clients & their families.

The company has in excess of 5000 existing clients with a further 40 plus new client appointments every month.

Due to our continued success and further growth we are seeking an ambitious, forward thinking, professional and diligent Protection Adviser to join the business.

Role

The purpose of the role is to provide non-regulated life/protection policies for new and existing clients.

Person Specification

Previous Life Protection advising experience is essential.

❖ Proven sales experience.

Able to service existing clients (all leads provided).

❖ Have good all round technical knowledge.

Good working knowledge of compliance requirements.

Key Responsibilities

Provide advice on non-regulated life/protection policies to new and existing clients.

You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone.

You will need to gather information about client’s financial circumstances to enable appropriate advice to be given.

❖ Maintain client relationships and be customer focused.

❖ Be proactive and enthusiastic in your approach.

Adhere to working practice of a compliant environment.

❖ Meeting clients in appointments.

❖ Achieving business targets.

Liaising with estate agency colleagues to provide feedback on success of appointments and progress of clients in tracking.

Tracking clients following completion of appointments.

Working closely with our Financial Administrator’s.

Package

In return we offer the following:

£62,000 O.T.E.

Annual basic salary increase up to £45,000 subject to performance.

Excellent levels of commission uncapped.

Generous holiday allowance.

❖ Company Pension Scheme.

 

Hours: Monday Friday 9.00am -6.30pm, Saturday 9.00am 5.00pm. Working every other Saturday with a day off in lieu in the week. Additionally, should you have a client appointment which keeps you at the office beyond your normal working hours; you are encouraged to arrive at a later time the following day.

 

 

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