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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 or former Protection Advisers. They can provide valuable insights into the role and the company culture, which can help you tailor your approach when applying and during any potential interviews.
✨Tip Number 4
Prepare to discuss your previous experience in detail. Be ready to share specific examples of how you've successfully built rapport with clients and delivered exceptional customer service, as these are key aspects of the role.
We think you need these skills to ace Life Insurance Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience as a Protection Adviser. Emphasise relevant qualifications such as R01 & R05 or CeMAP, and showcase your customer service skills and consultative sales approach.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the financial services industry. Mention specific examples of how you've successfully provided telephone-based advice and built rapport with clients in the past.
Highlight Your IT Skills: Since the role requires maintaining records on an internal system, be sure to mention your IT literacy and attention to detail. Provide examples of software or systems you have used in previous roles.
Show Commitment to Development: Express your commitment to continued professional development in your application. Mention any additional training or qualifications you are pursuing or plan to pursue, which aligns with the company's investment in your growth.
How to prepare for a job interview at CareerStone
✨Know Your Products
Make sure you have a solid understanding of life insurance and protection services. Be prepared to discuss different types of policies, their benefits, and how they meet client needs. This will show your expertise and confidence during the interview.
✨Demonstrate Your Communication Skills
Since the role involves telephone-based advice, practice clear and professional communication. You might be asked to role-play a client interaction, so be ready to showcase your ability to build rapport and convey information effectively.
✨Highlight Your Compliance Knowledge
Emphasise your commitment to compliance and ethical sales practices. Be prepared to discuss how you ensure adherence to regulations and company policies in your previous roles, as this is crucial in the financial services industry.
✨Show Your Motivation and Goals
Express your self-motivation and desire to succeed. Share specific examples of how you've achieved KPIs in the past and discuss your long-term career aspirations within the financial services sector to align with the company's growth plans.