Protection Advisor

EXPERIENCED PROTECTION ONLY ADVISOR**

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Job Title: Protection Advisor

Location: Urmston, Trafford – Office-based initially, then once training has been completed there is the option for a hybrid role.

Salary – Competitive basic salary dependent on experience, OTE £90K plus, open-ended commission structure.

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:

*

* 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.

* Engage with both new and existing clients to offer appropriate protection solutions.

* Build and maintain strong client relationships to encourage repeat business and referrals.

* Product Knowledge:

* 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:

* Complete all necessary paperwork and documentation accurately, ensuring compliance with regulatory and internal standards.

* Adhere to financial regulations, such as those set by the Financial Conduct Authority (FCA).

* Customer Service:

* Provide ongoing support to clients after the sale, including addressing any queries or issues they may have with their policies.

* Offer claims support, ensuring clients understand how to file and follow up on claims.

* Manage any complaints in a professional manner and ensure customer satisfaction.

Skills and Qualifications:

* Essential:

* Proven track record of protection sales, consistently hitting and overachieving targets.

* Minimum 2 years’ experience in protection only products.

* Strong understanding of protection products and the financial services industry.

* Excellent communication and interpersonal skills with the ability to build rapport with clients.

* Goal-oriented with a strong drive for achieving sales targets and business growth.

* High level of attention to detail, especially when completing documentation and ensuring compliance.

Personal Attributes:

* Empathy and an understanding of client needs.

* High level of integrity and ethical standards.

* Self-motivated and able to work independently as well as part of a team.

* Strong organisational and time-management skills.

Benefits:

* Very competitive salary and commission structure.

* Monday to Friday – 4pm finish on Fridays