Protection Advisor

Protection Advisor

Full-Time 36000 - 60000 £ / year (est.) No home office possible
Go Premium
M

At a Glance

  • Tasks: Help clients navigate protection options from enquiry to completion.
  • Company: Join a leading financial services innovator with a strong reputation.
  • Benefits: Enjoy remote work, competitive salary, commission structure, and flexible benefits.
  • Why this job: Be part of a growing team with endless leads and a supportive culture.
  • Qualifications: 2+ years in protection advising; excellent communication skills required.
  • Other info: Laptop and software provided to help you succeed.

The predicted salary is between 36000 - 60000 £ per year.

My client is a household name and an established leader within their niche, employing circa 150 people across the UK. As an innovative disruptor within financial services, my client has built a bespoke, cutting-edge platform which enables their Protection Advisors to work efficiently and at a high volume - with an endless flow of leads directly from Mortgage applications. The market leading platform has enhanced the business's performance and as a result consistent growth is up month on month.

Due to year-on-year growth my client is actively seeking experienced and ambitious Protection Advisors to join their successful team and contribute by looking after direct applicants from enquiry through to completion/paid out.

Requirements

  • Excellent communication skills - written and verbal
  • Ability to work in a fast-paced environment
  • 2+ years advising on protection in a brokerage environment
  • Experience of supporting customers from initial enquiry to completion
  • RO5 qualification is preferable but not essential
  • Experience handling B2C enquiries and searching multiple lenders that meet my client's customers criteria is advantageous

As the successful applicant you will be rewarded with a competitive salary and an excellent commission structure. Work from home - my client will provide a laptop and necessary equipment/software which will enable you to excel. The benefits package includes paid holiday, pension, access to a flexible benefits portal where you can pick and choose the benefits that work for you and BUPA health insurance.

M

Contact Detail:

MyWork Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Protection Advisor

✨Tip Number 1

Familiarise yourself with the latest trends in the protection insurance market. Being knowledgeable about current products and services will help you stand out during interviews and demonstrate your commitment to the role.

✨Tip Number 2

Network with professionals in the financial services sector, especially those who work as Protection Advisors. Engaging with industry peers can provide valuable insights and potentially lead to referrals or recommendations.

✨Tip Number 3

Prepare for potential role-play scenarios during interviews. Since the job involves advising clients, showcasing your communication skills and ability to handle enquiries effectively can make a strong impression.

✨Tip Number 4

Research the company’s bespoke platform and understand how it enhances the performance of Protection Advisors. Being able to discuss this knowledgeably will show your enthusiasm for the role and your readiness to contribute.

We think you need these skills to ace Protection Advisor

Excellent Communication Skills
Written and Verbal Communication
Customer Service Skills
Ability to Work in a Fast-Paced Environment
Experience in Protection Advice
Brokerage Experience
Client Relationship Management
Attention to Detail
Problem-Solving Skills
Time Management
Knowledge of Financial Services
RO5 Qualification (preferable)
B2C Enquiry Handling
Familiarity with Multiple Lenders
Adaptability to Technology

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in advising on protection, especially in a brokerage environment. Emphasise any relevant qualifications, such as the RO5, and showcase your communication skills.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the role of Protection Advisor. Mention your ability to work in a fast-paced environment and your experience handling B2C enquiries. Use examples to demonstrate how you've successfully supported customers from enquiry to completion.

Highlight Relevant Experience: In your application, focus on your 2+ years of experience in the field. Detail your achievements and how you contributed to previous employers' success, particularly in terms of lead generation and customer satisfaction.

Show Enthusiasm for the Role: Convey your excitement about the opportunity to work with an innovative disruptor in financial services. Mention how you can contribute to their growth and success, and express your eagerness to be part of their team.

How to prepare for a job interview at MyWork

✨Showcase Your Communication Skills

As a Protection Advisor, excellent communication is key. Be prepared to demonstrate your verbal and written skills during the interview. Practice explaining complex concepts in simple terms, as this will reflect your ability to support customers effectively.

✨Familiarise Yourself with the Company

Research the company’s platform and its unique selling points. Understanding their innovative approach within financial services will help you align your answers with their values and show that you're genuinely interested in the role.

✨Prepare for Scenario-Based Questions

Expect questions that assess how you handle customer enquiries from start to finish. Prepare examples from your past experience where you successfully guided clients through the process, highlighting your problem-solving skills and ability to work under pressure.

✨Highlight Your Experience with B2C Enquiries

Since handling B2C enquiries is advantageous, be ready to discuss your experience in this area. Share specific instances where you matched customers with suitable lenders, showcasing your knowledge of the market and your ability to meet client needs.

Protection Advisor
MyWork
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

M
  • Protection Advisor

    Full-Time
    36000 - 60000 £ / year (est.)
  • M

    MyWork

    50-100
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>