Trainee Protection Advisor

Are you driven and motivated? Looking for a career change into financial services?

This is an exceptional opportunity for someone from a sales background to undertake a role in which you can literally have a life changing impact upon your clients. You may be an existing Protection Adviser, or you may be an inexperienced, but sales driven, individual, who wants to get started in the industry. The key thing is that you are passionate about understanding your clients’ needs, and about giving outstanding levels of service to the customer, based on their individual protection requirements.

You will be provided with leads from a number of existing clients but will also be driving new business and will have a sales and marketing focused approach. You will be joining a growing firm with a strong brand, and an excellent reputation in the market.

Working for one of our long-established Mortgage and Protection firms, with offices in Dartford and Bromley, this will be a hybrid role. It will involve meeting clients both face to face and virtually, having quality consultations about the clients’ protection needs. You will be supported by a strong team so you can really maximise your earning potential and focus on the customer.

Crucially, you will be quality focused, passionate about the importance of great protection advice, hardworking, and willing to go the extra mile to provide a 5-star service to clients.

Protection Advisor Roles and Responsibilities:

• Contacting prospective customers regarding their specific protection needs.

• Providing appropriate advice and recommendations based on clients’ requirements.

• Keep up with industry regulations and market trends.

Protection Advisor requirements and qualifications:

• Outstanding customer services.

• Strong communication skills.

• Sales and marketing focused approach.

Protection Advisor Benefits:

• Flexible Hybrid working.

• Available on either employed or self employed basis.

• A supply of leads from a well-established client base.

• Modern offices and high street location.

• Administrative support service.

• Full training on IT and systems used for sourcing and reporting.

• Potential to gain qualifications and progress to Mortgage advice.

Apply without delay by sending your CV or get in touch for more information.