At a Glance
- Tasks: Join us as a Trainee Protection Insurance Adviser, managing client relationships and closing sales.
- Company: Capricorn Financial is London's largest independent mortgage brokerage with global offices.
- Benefits: Enjoy commission-only earnings, hot leads, extensive training, and access to top technology.
- Why this job: Fast-paced environment with growth opportunities and the chance to earn £1,000 per policy sold!
- Qualifications: Sales experience preferred; RO5 qualification needed before joining, but not required for application.
- Other info: Participate in a dynamic recruitment process with video interviews and assessment days.
The predicted salary is between 30000 - 40000 £ per year.
Trainee Protection Insurance Broker – Self employed
Location: Hammersmith
Full time/office based
We at Capricorn Financial, are at the top of our industry, fast-paced and fast growing. We are the largest independent mortgage brokerage in London, and also have offices in Singapore, Hong Kong, Shanghai and Dubai, and we are looking to further strengthen our UK team with top talent. We specialise in assisting UK and non-UK residents to obtain mortgage financing for their UK property purchases and offering protection insurance to those clients.
This is a Commission Only Sales Role, which will involve dealing with a wide range of clients including Hnw and Uhnw, we work alongside over 150 of London\’s top estate agents and property developers and offer advice on the mortgage and house buying process to their buyers, we also have an extensive list of partner companies around the world.
In addition to the experience of working for a company that delivers some of the best results in the industry, there is also the capacity for you to learn, gain additional qualifications, and transition into a specialist or management role over time.
Why Capricorn?
- You will have a large team of Mortgage Advisers generating mortgages every month and there will be secondary needs from these sales. There is plenty of opportunity for business and typically you could get £1,000 in your pocket for every policy sold! There is no cold calling, and a regular supply of hot leads provided to you and an opportunity to convert business for a product that clients already need!
- As part of Openwork, one of the largest financial advisory networks in the UK, we have access to a comprehensive range of protection products across the market.
- Extensive and ongoing training and development.
- Access to the best technology, training and resources.
- Fast-paced vibrant office.
- Working alongside industry experts.
What we look for?
- Have knowledge of the UK Protection insurance / insurance market or similar would be ideal but not essential.
- The ability to account manage a team of Capricorn advisers who will be your introducers, working with them to receive great leads and deliver great results.
- Sales based experience and a hunger to succeed.
- Ability to handle multiple tasks and prioritise to meet deadlines.
- Be confident, resourceful and proactive.
- Have excellent communication skills both written and verbal.
- Excellent attention to detail.
- Ability to work efficiently and effectively in a fast-paced environment.
Requirements for Capricorn Financial
Protection Advisers would need the RO5 qualification prior to joining, however, we can take you through the interview process without it.
Realistic OTE’s year on year are as follows:
• Year 1 – £30,000 – £40,000
• Year 2 – £60,000 – £80,000
• Year 3 – £120,000+
• Year 4 – £175,000+
Recruitment Process:
Stage 1: A 30 minute video interview to discuss the opportunity and what we can offer and to assess your fit for the role.
Stage 2: An in-person assessment day at our Hammersmith office on Friday 7th February 2025, consisting of group tasks, role-plays, presentations and a final interview. The assessment day is an opportunity to see what the role entails and allowing you to showcase your capabilities across different scenarios.
Trainee Protection Insurance Adviser - Self Employed employer: Capricorn-International
Contact Detail:
Capricorn-International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Protection Insurance Adviser - Self Employed
✨Tip Number 1
Familiarize yourself with the UK protection insurance market. Even if you don't have direct experience, understanding the basics will help you engage in meaningful conversations during the interview process.
✨Tip Number 2
Prepare for the video interview by practicing your communication skills. Since this role requires excellent verbal communication, consider doing mock interviews with friends or family to build your confidence.
✨Tip Number 3
During the assessment day, showcase your ability to handle multiple tasks. Be ready to demonstrate how you prioritize and manage your time effectively, as this is crucial in a fast-paced environment.
✨Tip Number 4
Network with current or former employees of Capricorn Financial. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the recruitment process.
We think you need these skills to ace Trainee Protection Insurance Adviser - Self Employed
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Trainee Protection Insurance Adviser. Familiarize yourself with the commission-only sales model and the importance of client relationships in this role.
Tailor Your CV: Highlight any relevant experience in sales or customer service, even if it's not directly related to insurance. Emphasize your communication skills, attention to detail, and ability to manage multiple tasks effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of the UK protection insurance market and how your skills align with the company's needs. Be sure to convey your proactive attitude and hunger to succeed.
Prepare for the Video Interview: Practice common interview questions and prepare to discuss your motivations for applying. Be ready to showcase your communication skills and how you can contribute to the team at Capricorn Financial.
How to prepare for a job interview at Capricorn-International
✨Understand the Protection Insurance Market
Familiarize yourself with the UK protection insurance market, even if you don't have prior experience. Being able to discuss current trends and products will show your enthusiasm and commitment to learning.
✨Showcase Your Sales Experience
Prepare to discuss your previous sales experiences and how they relate to this role. Highlight any achievements or strategies that demonstrate your ability to succeed in a commission-only environment.
✨Demonstrate Strong Communication Skills
Practice articulating your thoughts clearly and confidently. Since excellent communication is crucial for this role, consider doing mock interviews to refine your verbal and written skills.
✨Be Ready for Group Tasks and Role-Plays
During the assessment day, you'll participate in group tasks and role-plays. Approach these activities with a collaborative mindset, showcasing your ability to work well with others and handle multiple tasks effectively.