Are you a qualified Protection Adviser, who is looking to take their career to the next level and beyond?
Are you doing your own lead generation? Not getting enough leads? Unqualified leads and low conversion? Not earning enough? Poor work/life balance? No career progression?
James Leighton Financial Services Ltd is a Top 50 mortgage producer nationally and ranks in the Top 5 of new build specialists.
We are looking for two highly organised individuals who can bring their experience into our Protection Advice Team. The successful candidates will need to be able learn and adapt very quickly in order to get up to four appointments per day.
All appointments are booked for you and clients have already agreed to use our service. Core documents including ID, income, bank statements, deposit proofs and a draft fact-find are provided pre-appointment. Our Case Management department support you and your customers throughout the entire protection process.
The successful candidates will need to possess exemplary communications skills, given the cultural and demographical variation of our clients, whilst also having an incredible eye for detail and a right-first-time approach.
James Leighton Financial Services Ltd is one of the fastest growing mortgage brokerages in the UK and as such has unlimited career progression opportunities. This role should also be seen as a gateway to team and divisional management pathways.
The ideal candidate will have the following credentials:
CeMAP qualified (or equivalent)
CAS status ideal but not essential
Experience of pure protection
Unfazed by, and experience of, a fast-paced, deadline-driven and telephone-based working environment
Excellent problem-solving skills
First-class inter-personal, customer handling and influencing skills
Expert communicator; both written and verbal
Full UK driving license preferred due to regular office attendance required.
Able to demonstrate and evidence that they embody our Core Values:
Positive - Dependable - Flexible - Respectful Honest
Practicalities
Monday to Friday (40 hrs per week) with flexibility to work weekends
Occasional weekend overtime available
Hybrid role once fully trained
3-4 protection appointments per day
Home insurance referred
Key objectives
Deliver a great service and first-class customer outcomes
Maximise same day submissions
Achieve 95%+ error-free, right-first-time, provider submissions
Receive great customer reviews
Maximise diary capacity
Remuneration & Terms
Permanent & full-time role
Realistic OTE £45,000-£70,000 uncapped; dependent on experience
20 Days holiday, increasing by 1 day per annum of service up to a maximum of 25 days + Bank Holidays
9 months probation
NEST pension
Core Values bonus scheme
Biannual Employee Awards scheme with voucher prizes
Regular social events
Enhanced staff referral commission
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