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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 respected names in Financial Services.
- 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 during the interview process.
✨Tip Number 4
Prepare specific examples of how you've successfully built rapport with clients in the past. Being able to share these experiences will highlight your customer-focused approach and your ability to deliver 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 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 relevant training or qualifications you are pursuing or plan to pursue, demonstrating your dedication to growing within the financial services sector.
How to prepare for a job interview at CareerStone
✨Know Your Products
Make sure you have a solid understanding of the life insurance products and protection services you'll be advising on. Familiarise yourself with the key features, benefits, and any recent changes in the industry to demonstrate your expertise during the interview.
✨Showcase Your Communication Skills
As a Protection Adviser, you'll need to communicate effectively over the phone. Practice articulating your thoughts clearly and confidently. Consider role-playing common client scenarios to showcase your ability to build rapport and provide exceptional customer service.
✨Highlight Your Compliance Knowledge
Since compliance is crucial in financial services, be prepared to discuss your understanding of regulatory requirements and how you ensure adherence in your previous roles. This will show that you take your responsibilities seriously and are committed to maintaining high standards.
✨Demonstrate Your Self-Motivation
The role requires a self-motivated individual who can achieve KPIs. Share examples from your past experiences where you've set goals for yourself and successfully met or exceeded them. This will illustrate your drive and commitment to success in the role.