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For Companies At a Glance
- Tasks: Provide telephone-based advice on Life Insurance and Protection services.
- Company: Join one of the UK's largest and most respected Financial Services firms.
- Benefits: Enjoy a competitive salary, generous bonuses, and exclusive perks.
- Why this job: Be part of a passionate team with opportunities for professional growth and remote work.
- Qualifications: Experience as a Protection Adviser and relevant qualifications are essential.
- Other info: Receive thorough training and lifelong qualifications in a supportive environment.
The predicted salary is between 28800 - 43200 £ per year.
Fully Remote Protection Adviser
This is a fantastic opportunity for a successful Protection Adviser to join one of the UK’s largest and most highly respected names in the Financial Services Industry. Our client has a thriving Life Insurance Division and due to exciting growth plans are looking to recruit several new advisers into the team. This is a rare opportunity to be part of a passionate team within a fantastic business who will genuinely invest in your continued development, ensuring you’ll forge a long-term career within Financial Services.
The Position / Responsibilities
- You will be providing telephone-based advice to clients regarding Life Insurance and Protection services
- Conducting fact finds and researching client requirements
- Maintaining records on the internal system and following the company sales process
- Building rapport and communicating professionally with clients
- Delivering exceptional customer service at all times
What We’re Looking For
- Previous experience as a Protection Adviser is essential
- Qualifications in R01 & R05 or CF1 & R05, CeMAP & R05 or CeMAP & Cert Pro.
- A highly professional, customer-focused individual
- A fully consultative approach to sales and commitment to compliance
- A confident communicator, particularly over the phone
- Self-motivated with a strong desire to succeed and achieve KPIs
- A commitment to continued professional development
- IT literate with strong attention to detail
What We Can Offer
- A competitive starting base salary of up to £32,000, reflecting your level of experience. That can increase to £36,000 with time.
- A generous bonus scheme that reaches up to 60% of your base salary. You can expect first-year earnings whilst working towards CAS status to be between £38,000 – £42,000, increasing over subsequent years of up to £55,000+.
- Exclusive pre-qualified leads advising HNW clients looking for expert advice.
- A very competitive benefits package including generous holiday entitlement, death in service, company pension scheme and access to hundreds of discounted perks including holidays, shopping, food & drink vouchers and much more
- The opportunity to work for a highly respected, well-known Financial Advisory Business
- A thorough training programme that will provide you with lifelong formal qualifications within the Financial Services Industry
- A passionate team within a fantastic working environment and the ability to work from home.
If the above sounds like it might be of interest and you meet the requirements above, please apply today to find out more.
Life Insurance Specialist employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Life Insurance Specialist
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in the life insurance sector. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 2
Practice your telephone communication skills. Since the role involves providing advice over the phone, being able to convey information clearly and confidently is crucial. Consider role-playing scenarios with friends or family to build your confidence.
✨Tip Number 3
Network with current professionals in the financial services industry, especially those who work as Protection Advisers. They can provide insights into the role and may even refer you to opportunities within their companies.
✨Tip Number 4
Prepare for potential questions about compliance and customer service scenarios. Being able to articulate your understanding of these areas will show that you are not only qualified but also dedicated to providing exceptional service.
We think you need these skills to ace Life Insurance Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Protection Adviser. Emphasise your qualifications in R01 & R05 or CeMAP, and showcase any achievements that demonstrate your ability to meet KPIs.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the financial services industry. Mention your consultative sales approach and commitment to compliance, and explain why you want to join this specific company.
Showcase Communication Skills: Since the role involves telephone-based advice, ensure your application reflects your strong communication skills. Use clear and professional language throughout your CV and cover letter.
Highlight Customer Service Experience: Demonstrate your commitment to exceptional customer service by providing examples from previous roles. This will show that you understand the importance of building rapport with clients in the financial services sector.
How to prepare for a job interview at CareerStone
✨Know Your Products
Make sure you have a solid understanding of life insurance products and protection services. Be prepared to discuss different types of policies, their benefits, and how they meet client needs.
✨Demonstrate Your Communication Skills
Since the role involves telephone-based advice, practice clear and confident communication. Show that you can build rapport quickly and maintain professionalism throughout the conversation.
✨Showcase Your Compliance Knowledge
Highlight your commitment to compliance and ethical sales practices. Be ready to discuss how you ensure adherence to regulations and company policies in your previous roles.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to demonstrate your consultative approach to sales. Think of examples from your past experience where you successfully identified client needs and provided tailored solutions.
