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For Companies At a Glance
- Tasks: Guide clients through protection products and provide tailored financial advice.
- Company: Join Access Financial Services, a leader in innovative financial solutions.
- Benefits: Enjoy total flexibility, remote work, and unlimited earning potential.
- Why this job: Make a meaningful impact while building valuable skills in finance and client relations.
- Qualifications: Exceptional communication skills and basic financial awareness are essential.
- Other info: Flexible hours allow you to balance work with studies or other commitments.
The predicted salary is between 36000 - 60000 £ per year.
Join Access Financial Services as a Protection Advisor and become an integral part of a team dedicated to offering exceptional financial solutions. In this dynamic role, you will leverage your expertise to guide clients through the intricacies of protection products, ensuring they receive tailored advice that meets their unique needs. Your keen understanding of the financial landscape and commitment to client satisfaction will be crucial in building long-term relationships and trust. Access Financial Services prides itself on a culture of continuous learning and professional growth, providing ample opportunities to enhance your skills and advance your career. As a Protection Advisor, you will collaborate with experienced professionals, access cutting-edge resources, and contribute to our mission of delivering financial peace of mind. If you are driven by a passion for helping others and aspire to make a meaningful impact in the world of finance, we invite you to explore this rewarding opportunity.
Tasks
- Provide expert advice to clients on a range of protection products, including Life insurance, Critical Illness insurance, and Income protection.
- Conduct thorough needs assessments to understand clients' individual circumstances and recommend tailored protection solutions.
- Stay updated on the latest industry trends and product offerings to ensure clients receive the most current and beneficial advice.
- Assist clients with the application process, ensuring all documentation is accurately completed and submitted in a timely manner.
- Maintain strong relationships with clients through regular follow-ups and reviews to adapt their protection plans as their needs change.
Requirements
- Exceptional Communication Skills: The ability to simplify complex financial concepts into plain English is key to building trust and advising clients from all backgrounds.
- Basic Financial Awareness: Comfort discussing core financial topics like income, expenses, and savings is essential for client consultations.
- Strong Organisational Skills: You'll be managing your own schedule, appointments, and client records. Excellent organisation ensures consistent, high-quality service.
- Resilience and Problem-Solving: The ability to stay positive, think on your feet, and navigate challenging conversations is vital for overcoming obstacles in an independent role.
- High Self-Motivation & Drive: Success in this role is directly tied to your effort. Proactivity, discipline, and a driven mindset are necessary to thrive in this self-managed environment.
Benefits
- Total Flexibility & Remote Work: Choose Your Hours: Enjoy the freedom to set your own schedule and work pace. Many of our advisers start part-time alongside their main job, building income and experience until they are ready to transition to full-time. Work Anywhere: This is a 100% remote role, giving you the flexibility to operate from any location in the UK.
- Unlimited Earning Potential (Commission-Based): Uncapped Income: Your income is directly tied to your success, with unlimited earning potential. There is no ceiling on what you can achieve. Example Earning: By hitting a modest target of just £50 in weekly premiums, you could potentially earn an extra £3,500 a month in commission. The more commitment and effort you put in, the greater your financial rewards.
- Valuable Skills & Career Growth: Skills for Life: You will build lasting, transferable expertise in finance, high-level communication, and client relationship management. Future Opportunities: Success in this independent role can open doors to future growth in leadership, business development, and entrepreneurial ventures.
If you are looking for a flexible, remote opportunity where your hard work directly determines your income, we want to hear from you. Apply now to start your journey as a self-employed Protection Adviser!
Protection Advisor employer: Access Financial Services
Contact Detail:
Access Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for a Protection Advisor role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, be ready to explain why you're the perfect fit for the role. Highlight your communication skills and passion for helping clients.
✨Tip Number 3
Stay updated on industry trends! Make sure you know the latest in protection products and financial solutions. This knowledge will not only impress interviewers but also help you provide tailored advice to clients.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining Access Financial Services and becoming part of our team.
We think you need these skills to ace Protection Advisor
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the role of a Protection Advisor. We want to see how you can bring value to our team, so don’t hold back on showcasing your expertise in financial solutions!
Showcase Your Communication Skills: Since exceptional communication is key for this role, use your application to demonstrate your ability to simplify complex concepts. We love seeing candidates who can convey their thoughts clearly and effectively, so keep it straightforward and engaging!
Highlight Your Organisational Skills: As a Protection Advisor, you'll be managing your own schedule and client records. Use your application to illustrate your organisational prowess. Share examples of how you've successfully juggled multiple tasks or maintained high-quality service in previous roles.
Express Your Passion for Helping Others: We’re looking for individuals driven by a desire to make a difference. In your application, let us know why you’re passionate about helping clients navigate their financial needs. A genuine connection to the role will definitely catch our eye!
How to prepare for a job interview at Access Financial Services
✨Know Your Protection Products
Before the interview, make sure you have a solid understanding of the protection products you'll be advising on, like life insurance and critical illness cover. Familiarise yourself with the latest trends and offerings in the industry so you can confidently discuss how these products can meet clients' needs.
✨Master the Art of Communication
Since exceptional communication skills are crucial for this role, practice simplifying complex financial concepts into plain English. Consider doing mock interviews with friends or family to refine your ability to explain these topics clearly and effectively.
✨Showcase Your Organisational Skills
Be prepared to discuss how you manage your time and client records. Bring examples of how you've successfully organised your schedule in previous roles or projects. This will demonstrate your ability to provide consistent, high-quality service as a Protection Advisor.
✨Demonstrate Resilience and Problem-Solving
Think of scenarios where you've had to navigate challenging conversations or overcome obstacles. Share these experiences during the interview to highlight your resilience and problem-solving skills, which are vital for success in this independent role.
