Protection Adviser

Protection Adviser, Greater Leeds Area

£30,000 - £40,000 basic and uncapped OTE (realistically £60,000 plus in year one)

Leads provided.

Are you an aspiring Protection Adviser who has a background in the Financial Services Industry and would like to develop as part of a flourishing and exciting Financial Services firm?

If you’d like a positive working culture, a flexible and autonomous role, with leads provided and support from the business to enable you to build up your skills and confidence to become a fully-fledged, proficient Protection expert, this is what you’ve been waiting for.

This is an office-based role, servicing existing clients around the Greater Leeds area. You will be seeing clients remotely, as well as face-to-face and will benefit from having access to a comprehensive administrative support service and will be part of a top performing team with an outstanding reputation in the market and across the Leeds area.

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.

What you’ll be getting involved in:

The role is varied and will evolve over time but key day to day duties will include:

• Contacting prospective customers regarding their specific protection needs
• Conducting appointments with clients in a friendly and engaging manner
• Providing thorough quotations for all client protection requirements
• Explaining protection products in a concise way and elucidating recommendations at a level each client understands
• Providing a written recommendation to confirm the best advice to meet the client requirements, following a comprehensive fact-find
• Assessment and review of existing policies based on changes of circumstances
• Making recommendations and amendments to existing cover when required
• Working to gain referrals and to expand your flow of leads by making effective connections
• Ensuring thorough compliance at all times, keeping accurate records and providing documented reports

What the role offers in return:

• Generous commission splits and an OTE in excess of £50,000 in year one
• A supply of quality leads from a well-established client base
• Administrative support service to progress your clients’ cases through to completion
• Full training on IT and systems used for sourcing and reporting
• Modern offices and a dynamic team to support your ongoing development

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

SYNONYMS: Sales, Protection, Financial Advice, Mortgage and Protection Adviser, Insurance Adviser, Insurance, Financial Services