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For Companies At a Glance
- Tasks: Provide expert telephone 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 like discounts and holidays.
- Why this job: Be part of a passionate team with a focus on your professional development and career growth.
- Qualifications: Previous experience as a Protection Adviser and relevant qualifications are essential.
- Other info: Fully remote role with a supportive training programme for lifelong qualifications.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
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 in life insurance and protection services. This will not only help you during interviews but also demonstrate your commitment to staying informed in a rapidly evolving industry.
✨Tip Number 2
Network with current or former Protection Advisers to gain insights into their experiences. They can provide valuable tips on what the company values and how to excel in the role, which can give you an edge over other candidates.
✨Tip Number 3
Prepare for potential role-play scenarios during the interview process. Practising how to handle client calls and deliver advice can showcase your communication skills and confidence, which are crucial for this position.
✨Tip Number 4
Highlight your commitment to professional development by researching relevant qualifications and training opportunities. Showing that you're proactive about enhancing your skills can impress hiring managers and align with the company's values.
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, such as R01 & R05 or CeMAP, and any achievements that demonstrate your ability to meet KPIs.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention your consultative sales approach and commitment to compliance, as these are key traits the company is looking for.
Showcase Communication Skills: Since the role involves telephone-based advice, ensure your application reflects your strong communication skills. You might include examples of how you've successfully built rapport with clients in previous roles.
Highlight Professional Development: Express your commitment to continued professional development in your application. Mention any relevant training or certifications you have completed, and your eagerness to participate in the company's training programme.
How to prepare for a job interview at CareerStone
✨Know Your Products
Familiarise yourself with the different types of life insurance and protection services. Be prepared to discuss how these products can meet client needs, as this will demonstrate your expertise and confidence during the interview.
✨Showcase Your Communication Skills
Since the role involves telephone-based advice, practice clear and professional communication. Consider conducting mock interviews or role-playing scenarios to enhance your ability to build rapport over the phone.
✨Highlight Your Compliance Knowledge
Understanding compliance is crucial in financial services. Be ready to discuss how you ensure adherence to regulations and company policies in your previous roles, showcasing your commitment to ethical practices.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and customer service approach. Prepare examples from your past experience where you successfully handled client inquiries or resolved issues, demonstrating your consultative sales approach.
