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- Tasks: Join us as a Trainee Protection Insurance Adviser, helping clients with insurance needs.
- Company: Capricorn Financial is London's largest independent mortgage brokerage, expanding globally.
- Benefits: Enjoy commission-based earnings, extensive training, and access to top technology.
- Why this job: Work in a vibrant office with industry experts and hot leads for easy sales.
- Qualifications: Sales experience and communication skills are key; RO5 qualification can be obtained later.
- Other info: Realistic earnings potential of £30,000 to £175,000+ over four years.
The predicted salary is between 30000 - 50000 £ per year.
We at Capricorn Financial are at the top of our industry, fast-paced and fast growing. We are the largest independent mortgage brokerage in London, with offices in Singapore, Hong Kong, Shanghai, and Dubai. We specialise in assisting UK and non-UK residents to obtain mortgage financing for their UK property purchases and offering protection insurance to those clients.
This is a Commission Only Sales Role, which will involve dealing with a wide range of clients including HNW and UHNW. We work alongside over 150 of London's top estate agents and property developers, offering advice on the mortgage and house buying process to their buyers. We also have an extensive list of partner companies around the world.
In addition to the experience of working for a company that delivers some of the best results in the industry, there is also the capacity for you to learn, gain additional qualifications, and transition into a specialist or management role over time.
Why Capricorn?
- You will have a large team of Mortgage Advisers generating mortgages every month, with secondary needs from these sales.
- There is plenty of opportunity for business, typically you could earn £1,000 for every policy sold!
- No cold calling, with a regular supply of hot leads provided to you.
- Opportunity to convert business for a product that clients already need!
- As part of Openwork, one of the largest financial advisory networks in the UK, we have access to a comprehensive range of protection products across the market.
- Extensive and ongoing training and development.
- Access to the best technology, training, and resources.
- Fast-paced vibrant office.
- Working alongside industry experts.
What we look for?
- Knowledge of the UK Protection insurance/insurance market or similar would be ideal but not essential.
- The ability to account manage a team of Capricorn advisers who will be your introducers, working with them to receive great leads and deliver great results.
- Sales-based experience and a hunger to succeed.
- Ability to handle multiple tasks and prioritise to meet deadlines.
- Be confident, resourceful, and proactive.
- Excellent communication skills both written and verbal.
- Excellent attention to detail.
- Ability to work efficiently and effectively in a fast-paced environment.
Protection Advisers would need the RO5 qualification prior to joining; however, we can take you through the interview process without it.
Realistic OTE’s year on year are as follows:
- Year 1 - £30,000 - £50,000
- Year 2 - £80,000 - £120,000
- Year 3 - £150,000+
- Year 4 - £175,000+
Trainee Protection Insurance Adviser employer: Capricorn Financial Consultancy
Contact Detail:
Capricorn Financial Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Protection Insurance Adviser
✨Tip Number 1
Familiarise yourself with the UK protection insurance market. Even if you don't have direct experience, understanding the basics will help you engage in meaningful conversations during interviews and demonstrate your commitment to learning.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with current advisers or those in similar roles. This can provide insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your sales experience in detail. Think of specific examples where you've successfully managed client relationships or closed deals, as this will showcase your ability to thrive in a commission-based environment.
✨Tip Number 4
Demonstrate your proactive nature by researching Capricorn Financial and its position in the market. Be ready to share your thoughts on how you can contribute to their success and leverage their existing leads for maximum results.
We think you need these skills to ace Trainee Protection Insurance Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Trainee Protection Insurance Adviser. Familiarise yourself with the protection insurance market and the specific skills needed for this role.
Tailor Your CV: Craft your CV to highlight relevant experience, especially in sales or customer service. Emphasise any knowledge of the UK protection insurance market, even if it's not extensive, and showcase your communication skills and attention to detail.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention why you are interested in working at Capricorn Financial and how your skills align with their needs. Be sure to convey your proactive attitude and hunger to succeed.
Proofread Your Application: Before submitting your application, carefully proofread all documents. Check for spelling and grammatical errors, and ensure that your information is clear and concise. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Capricorn Financial Consultancy
✨Show Your Sales Savvy
Since this role is commission-based, it's crucial to demonstrate your sales experience. Prepare examples of past successes in sales, focusing on how you identified client needs and closed deals. This will show your potential employer that you have the hunger to succeed.
✨Understand the Protection Insurance Market
While knowledge of the UK protection insurance market is ideal, it’s not essential. However, doing some research beforehand can give you an edge. Familiarise yourself with common products and trends in the industry to impress during the interview.
✨Highlight Your Communication Skills
Excellent communication is key in this role. Be prepared to discuss how you've effectively communicated with clients or team members in the past. Practising clear and concise responses will also help you convey your thoughts better during the interview.
✨Demonstrate Your Ability to Handle Pressure
This position requires working in a fast-paced environment. Share examples of how you've successfully managed multiple tasks or met tight deadlines in previous roles. This will reassure the interviewer of your ability to thrive under pressure.
