Job Title: Protection Advisor
Location: Macclesfield, Cheshire. Full-time office-based role – Monday to Friday 9-5.
Job Purpose:
The Protection Advisor is responsible for providing expert advice and recommending suitable insurance and protection products to clients, ensuring they are financially protected against unforeseen events. This role requires a deep understanding of financial products, excellent customer service skills, and the ability to build strong relationships with clients.
Key Responsibilities:
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* Conduct thorough assessments of clients' financial situations to understand their protection needs.
* Provide expert advice on protection products such as life insurance, income protection, critical illness cover, and family protection.
* Meet and exceed sales targets for protection products by proactively identifying new business opportunities.
* Engage with both new and existing clients to offer appropriate protection solutions.
* Stay updated with the latest insurance products and industry regulations.
* Ensure clients understand the terms and conditions of the products offered.
* Explain the benefits and limitations of various protection plans in clear, accessible terms.
Documentation and Compliance:
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* Complete all necessary paperwork and documentation accurately, ensuring compliance with regulatory and internal standards.
* Maintain detailed...