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For Companies At a Glance
- Tasks: Guide clients through protection options and provide tailored insurance advice.
- Company: Join Mortgage Experience, a dynamic team focused on client satisfaction and innovative solutions.
- Benefits: Enjoy a full-time role with opportunities for training and personal growth.
- Why this job: Make a real impact by helping clients secure their financial futures in a supportive environment.
- Qualifications: 2+ years in protection sales with excellent communication and customer service skills required.
- Other info: Contact Shaun for a confidential chat about this exciting opportunity!
The predicted salary is between 28800 - 43200 £ per year.
We’re seeking a proactive and client-focused Protection Adviser to join our dynamic team at our Chorley headquarters. You’ll work closely with our Mortgage team, handling warm leads and guiding clients through the protection process with clarity, professionalism, and a genuine passion for delivering the right solutions. This is a fantastic opportunity for someone with a solid background in protection sales and a deep understanding of mortgage-linked insurance needs.
Key Responsibilities
- Providing expert advice on a range of protection products:
- Life insurance
- Critical illness cover
- Income protection
- Family income benefit
- Accident, sickness, and unemployment protection
What You’ll Bring
- Minimum of 2 years experience in a protection advisory role.
- Demonstrated ability to meet or exceed sales targets in a performance-driven environment.
- In-depth understanding of protection products and how they relate to mortgage clients.
- A background in delivering excellent customer service, with a strong focus on client outcomes.
- Superb communication skills, both written and verbal, and a confident, persuasive phone manner.
- A natural relationship builder, comfortable liaising with colleagues and clients alike.
- Impeccable attention to detail, ensuring all advice and documentation are accurate.
- Strong organisational skills with the ability to manage a busy workload effectively.
- A professional, ethical approach and a strong sense of personal accountability.
- Passionate about self-improvement and delivering the highest standards of service.
Protection Adviser employer: Mortgage Experience
Contact Detail:
Mortgage Experience Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Adviser
✨Tip Number 1
Familiarise yourself with the specific protection products mentioned in the job description, such as life insurance and critical illness cover. This knowledge will help you engage confidently with potential clients and demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the mortgage and protection sectors. Attend industry events or join relevant online forums to connect with others who can provide insights or even referrals to the role at StudySmarter.
✨Tip Number 3
Prepare to discuss your previous sales achievements in detail. Be ready to share specific examples of how you've met or exceeded targets, as this will showcase your ability to thrive in a performance-driven environment.
✨Tip Number 4
Practice your communication skills, especially over the phone. Since the role involves handling inbound and outbound calls, being articulate and persuasive will be key to making a positive impression on both clients and interviewers.
We think you need these skills to ace Protection Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in protection sales and customer service. Emphasise any specific achievements related to meeting sales targets and your understanding of mortgage-linked insurance needs.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients find the right protection solutions. Mention your proactive approach and how your skills align with the responsibilities outlined in the job description.
Showcase Communication Skills: Since superb communication is key for this role, consider including examples in your application that demonstrate your ability to convey complex information clearly and persuasively, both in writing and verbally.
Highlight Organisational Skills: Discuss your ability to manage multiple sales opportunities effectively. Provide examples of how you prioritise tasks and maintain accurate records, as these are crucial for success in the Protection Adviser role.
How to prepare for a job interview at Mortgage Experience
✨Know Your Protection Products
Make sure you have a solid understanding of the various protection products you'll be advising on, such as life insurance and critical illness cover. Be prepared to discuss how these products relate to mortgage clients specifically.
✨Demonstrate Your Sales Experience
Highlight your previous experience in meeting or exceeding sales targets. Be ready to share specific examples of how you've successfully guided clients through the protection process and achieved positive outcomes.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and concisely. Use role-play scenarios to simulate client conversations and ensure you can confidently explain complex insurance concepts.
✨Prepare for Compliance Questions
Familiarise yourself with regulatory and compliance standards relevant to the protection advisory role. Be ready to discuss how you ensure adherence to these standards while maintaining high levels of client satisfaction.
