Job Description
We are seeking a proactive, motivated and experienced Protection Adviser to join our team. The successful candidate will be responsible for providing expert advice on protection products, including life insurance, income protection, and critical illness cover. You will work closely with clients to understand their needs and recommend appropriate solutions.
Key Responsibilities
1. Prospecting to generate protection reviews
2. Proactively seek out opportunities through incisive and inquisitive questioning.
3. Conduct fact-finding meetings to identify exposure and assess protection needs.
4. Provide tailored advice on protection solutions
5. Research and compare protection products to find the best solutions.
6. Present recommendations and submit applications.
7. Advise and ensure policies are placed into trust, where appropriate.
8. Write and send recommendation letters.
9. Maintain accurate records of client interactions and recommendations.
10. Track opportunities to maximise positive outcomes.
11. Work towards individual and team sales targets, contributing to business growth.
Requirements
1. An experienced Protection Adviser with a track record of high quality conversions and persistency.
2. Highly motivated, target-driven, and results-oriented team player.
3. Strong knowledge of protection products, including life insurance, income protection, and critical illness cover.
4. Understanding of FCA regulations and compliance requirements.
5. Ability to build rapport with clients and explain complex financial products clearly.
6. Build a collaborative relationship with the mortgage desk to get the best handover of leads.
What We Offer
1. Competitive commission-based earnings
2. Access to experienced admin support
3. All round team environment
4. A nurtured client bank with some new business leads
5. Access to a broad range of protection products from leading providers (no premium loading)
6. Flexible working arrangements (self-employed, employed, remote, or hybrid)
About us
Clayhall Financial Services is one of the top producing firms within the Primis Mortgage Network. We have an ambitious growth roadmap with a team bonded by mutual understanding and respect. We have a history and reputation as a firm who establish strong, trusted client relationships, making them clients for life. We are passionate about delivering the best outcomes, taking client interests personally and going the proverbial extra mile. Our specialisms are in mortgages, protection, and general insurance where market leading expertise and collaborative teamwork underpins our culture. We have reciprocal relationships with partner firms offering advice in wealth and estate management so true holistic and client centric advice is always available.
Location: Remote or hybrid
Remuneration: Commission-based with scaled structure (expected earnings in excess of £100k)
This Vacancy is managed by Jade Clayton on behalf of Clayhall FS who are an AR of the Primis Mortgage Network.
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