Protection Insurance Adviser - Pure Resourcing Limited : Job Details

Protection Adviser - London

About the Company:

Our client is a prestigious, market-leading brand renowned for their meticulous approach and premium service in financing private and commercial property transactions worldwide. Their established Property Finance team specialises in:

• Large mortgages for primary and secondary homes
• Investment and Buy-to-let mortgages
• Specialist Insurances
• Commercial Finance
• Private Office
• Agricultural Finance
• Equity Release
• International Mortgages

Role Overview:

Due to ongoing successes, our client is expanding their insurance team. They are seeking an experienced Protection Adviser with a background in working with Mortgage Brokers.

Responsibilities:

• Contact all opportunities referred from the mortgage team.
• Meet the objectives and targets set in the annual business plan.
• Complete a full Fact-Find on the CRM system to establish the client’s finances and future needs, ensuring a client-centric approach.
• Clearly explain services to potential clients, including regulatory status as per terms of business.
• Provide clients with all required documentation as per the sales process.
• Collect and authenticate all documents supporting advice and recommendations before submitting to providers.
• Attend weekly sales team meetings and monthly/quarterly results meetings to present results to your sales manager.
• Submit fully completed cases on the CRM system with supporting documentation within three working days.
• Ensure all client communication is documented on the CRM system for a full audit trail.

Key Requirements:

• 2+ years of experience in a similar protection advisory role.
• Professional and helpful communication skills, both face-to-face and on the telephone.
• Strong English grammar and spelling, with attention to presentation.
• Dedication, loyalty, diligence, and efficiency. Punctual and well-organized.
• Well-presented with a clear speaking voice.

Package:

• Basic salary of £36k (Negotiable for candidates with a strong track record)
• A tiered monthly commission structure.
• Pension contribution.
• Interest-free season loan for travel if required.
• Private medical care from day one.
• GP referral scheme, Cycle to work scheme, and reduced gym rates.

Join our client’s dynamic team and contribute to their ongoing success while advancing your career with a prestigious and globally recognised brand.

Apply now to take advantage of this exceptional opportunity!