My client is seeking an experienced Protection Advisor to provide professional protection advice and guidance following the Wealth Management sales process and within regulatory guidelines.
* To advise and arrange personal and business protection related products obtaining a full analysis of the clients’ needs and constructing an appropriate solution, reporting the recommendation standard.
* Deal courteously and efficiently with any matters concerning clients/introducers/lenders or other product providers.
* To engage with new leads and new customers efficiently and protectively. Review existing client’s circumstances and address as appropriate.
* Ensure that all associated administration is completed in an effective manner to meet the company’s record keeping and file quality standards.
* Develop appropriate business relationships and introducers within the area as well as developing current introducers and referrers.
* Deal courteously and efficiently with any matters concerning clients/introducers/lenders or other product providers.
* To be able to work to a target efficiently, maximising the potential of every lead.
* Review personal performance and maintain continuous professional development.
* Use the systems provided to generate competitive quotes for the customers.
* Close the sale, handling customer objections where appropriate.
* At all times operate within the FCA compliance requirements.
...