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Job Description:
This role as a Protection Advisor offers an exciting opportunity to work with a growing company based in Sittingbourne Kent, with a focus on providing expert financial advice and exceptional customer service. Here’s a summary of the role and what’s in it for you:
Your Day-to-Day Responsibilities:-
Customer-Centric Financial Advice:
- Provide tailored financial advice to customers, recommending suitable products such as income protection, critical illness cover, and life insurance.
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Sales and Relationship Building:
- Complete sales calls with customers, providing regulated advice and following up on leads.
- Build meaningful relationships and contribute to a shared mission of financial empowerment.
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Lead Management:
- Work with leads from customers transacting for first or second charge mortgages.
- Collaborate with back-office support to focus on advising, while maintaining high-performance standards.
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Compliance and Industry Standards:
- Stay up-to-date with FCA regulations and industry changes.
- Ensure all compliance protocols are followed and maintain high standards of customer care and performance.
- Attention to Detail: Ability to focus on providing the best financial solutions for customers.
- People Skills: Great communication and relationship-building skills.
- Driven and Enthusiastic: A motivated and goal-oriented mindset to meet performance targets.
- Compliance Knowledge: Stay informed about industry regulations and evolving FCA requirements.
- Commitment to Continuous Professional Development (CPD): Maintain professional competence and adhere to compliance feedback.
