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- Tasks: Provide expert advice on life insurance products and deliver exceptional customer service via phone.
- Company: Join a leading insurance company focused on customer satisfaction and compliance.
- Benefits: Enjoy ongoing support, coaching, and career development opportunities in a fast-paced environment.
- Why this job: This role offers a chance to make a real impact while developing your skills in financial services.
- Qualifications: Proven experience in Financial Services and excellent communication skills are essential.
- Other info: Ideal candidates should have financial services qualifications like CEMAP or R05.
The predicted salary is between 36000 - 60000 £ per year.
As a Protection Advisor, you’ll provide expert advice on life insurance products via telephone, building rapport with customers and ensuring regulatory compliance. This fast-paced role offers ongoing support, coaching, and career development opportunities., * Deliver exceptional telephone-based customer service and advice
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Manage time effectively in a fast-paced environment
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Maintain up-to-date product knowledge and drive personal performance
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Ensure compliance with FCA and internal regulatory standards
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Conduct thorough fact-finds and document all customer interactions
MERJE is seeking a talented Protection Advisor for a leading insurance company. This role offers an exciting opportunity to provide exceptional customer service and advice on life insurance products. The ideal candidate will have strong financial services experience and excellent communication skills., * Proven experience in Financial Services
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Strong understanding of FCA regulatory requirements
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Excellent customer engagement and telephone communication skills
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Financial services qualifications (ideally CEMAP or R05)
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Self-motivated with a drive to meet sales targets and deliver outstanding customer outcomes
Protection Advisor employer: MERJE Ltd.
Contact Detail:
MERJE Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Advisor
✨Tip Number 1
Familiarize yourself with the latest FCA regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high professional standards.
✨Tip Number 2
Practice your telephone communication skills by role-playing with a friend or family member. Focus on building rapport and providing clear, concise information, as these are key aspects of the Protection Advisor role.
✨Tip Number 3
Stay updated on the latest life insurance products and market trends. Being knowledgeable about the products you'll be advising on will give you an edge during the interview process.
✨Tip Number 4
Showcase your self-motivation and sales drive by preparing examples of how you've met or exceeded targets in previous roles. This will highlight your suitability for the fast-paced environment of a Protection Advisor.
We think you need these skills to ace Protection Advisor
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Protection Advisor position. Understand the key responsibilities and required skills, especially regarding customer service and regulatory compliance.
Highlight Relevant Experience: In your application, emphasize your experience in financial services. Provide specific examples of how you've successfully engaged with customers and met sales targets in previous roles.
Showcase Communication Skills: Since excellent telephone communication is crucial for this role, include examples that demonstrate your strong communication skills. Mention any relevant qualifications like CEMAP or R05 to strengthen your application.
Tailor Your Application: Customize your CV and cover letter to reflect the requirements of the Protection Advisor position. Use keywords from the job description to ensure your application stands out to recruiters.
How to prepare for a job interview at MERJE Ltd.
✨Showcase Your Financial Services Experience
Be prepared to discuss your previous roles in financial services. Highlight specific experiences where you provided advice or support, and how those experiences have equipped you for the Protection Advisor role.
✨Demonstrate Your Knowledge of FCA Regulations
Familiarize yourself with FCA regulatory requirements relevant to life insurance. During the interview, confidently discuss how you ensure compliance in your work and why it’s important for customer trust.
✨Practice Your Telephone Communication Skills
Since this role involves telephone-based customer service, practice articulating your thoughts clearly and concisely. Consider role-playing with a friend to simulate a customer interaction and receive feedback.
✨Prepare for Fact-Finding Scenarios
Expect to be asked about how you conduct thorough fact-finds. Prepare examples of how you gather information from customers to provide tailored advice, and emphasize your attention to detail in documenting interactions.
