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- Tasks: Engage with clients to understand their protection needs and offer tailored advice.
- Company: Join a successful Mortgage and Protection Advice firm with a strong reputation.
- Benefits: Enjoy full training, commission incentives, and a supportive team environment.
- Why this job: Kickstart your career in financial services while helping people and earning money.
- Qualifications: 6 months of sales experience required; excellent communication skills are a must.
- Other info: Opportunities for industry-recognised qualifications and clear progression to qualified roles.
The predicted salary is between 20000 - 28000 £ per year.
Dynamite Recruitment are assisting in the recruitment of a Trainee Protection Advisor to join a very successful Mortgage and Protection Advice firm! This is a fantastic entry point into the financial services industry, offering full training and the opportunity to build a rewarding career in protection advice.
This is a great opportunity if you are money motivated and wanting to build a longstanding and respected career.
You’ll be speaking to clients over the phone, understanding their needs, and providing guidance on a range of protection products including life insurance, critical illness cover, and income protection.
If you have a passion for helping people and earning money with at least 6 months’ experience in sales, we want to hear from you!
Key Responsibilities:- Conduct outbound and inbound calls with potential clients.
- Engage customers in conversations to identify their protection needs.
- Offer suitable protection products based on individual requirements.
- Guide customers through the application process with clarity and care.
- Consistently meet or exceed sales and service targets.
- Maintain accurate records using CRM and internal systems.
- Participate in training and development sessions to build knowledge and skills.
- Minimum 6 months sales experience in any industry (mandatory).
- Excellent communication skills, both verbal and written.
- Passion for success.
- 12+ months of sales experience.
- Previous experience in a telephony-based role.
- Background in financial services or insurance.
We’re looking for individuals who are not only capable but also bring the right attitude and mindset to succeed. Ideal candidates will demonstrate:
- Emotional Intelligence: Strong listening skills, empathy, and the ability to remain calm under pressure.
- Resilience & Grit: Comfortable with outbound calling, handling objections, and bouncing back from rejection.
- Outgoing & Friendly Nature: Able to start conversations easily and build rapport quickly.
- Persuasiveness: Confident communicator with the ability to influence without being pushy.
- Goal-Oriented Mindset: Motivated by targets and driven to achieve or exceed expectations.
- Curious & Inquisitive: Asks the right questions to understand customer needs and tailors their approach.
- Organized & Self-Disciplined: Efficient with managing time, calls, follow-ups, and CRM systems.
- Full structured training and development program.
- Clear progression path to qualified Protection Advisor roles.
- Commission structure and performance-based incentives.
- Supportive team environment with regular coaching.
- Opportunities to gain industry-recognised qualifications (optional/add if applicable).
- Salary circa £25,000 - £28,000 DOE.
For more details please apply or contact Tegan at Dynamite Recruitment.
Trainee Protection Advisor employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Protection Advisor
✨Tip Number 1
Familiarise yourself with the different types of protection products, such as life insurance and critical illness cover. This knowledge will help you engage more effectively with potential clients and demonstrate your understanding of their needs during conversations.
✨Tip Number 2
Practice your communication skills by role-playing sales scenarios with friends or family. This will help you become more comfortable with outbound calling and improve your ability to handle objections and build rapport with clients.
✨Tip Number 3
Develop a goal-oriented mindset by setting personal sales targets for yourself. This will not only keep you motivated but also prepare you for the performance-based incentives that come with the Trainee Protection Advisor role.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Understanding their approach to customer service and sales can help you tailor your conversations and show that you're a good fit for their team.
We think you need these skills to ace Trainee Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your sales experience, especially the 6 months required. Emphasise any relevant skills such as communication, resilience, and goal orientation that align with the role of a Trainee Protection Advisor.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping people and your motivation to succeed in sales. Mention specific examples from your past experiences that demonstrate your ability to engage clients and meet targets.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as emotional intelligence, persuasiveness, and organisation. Use concrete examples to illustrate how you've applied these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is essential in the financial services industry.
How to prepare for a job interview at Dynamite Recruitment
✨Showcase Your Sales Experience
Make sure to highlight your sales experience during the interview. Discuss specific examples where you successfully met or exceeded targets, as this role requires a strong sales background.
✨Demonstrate Emotional Intelligence
Prepare to discuss how you handle customer interactions with empathy and understanding. Share examples of how you've listened to clients' needs and provided tailored solutions, as emotional intelligence is key in this role.
✨Practice Your Communication Skills
Since you'll be engaging with clients over the phone, practice clear and confident communication. Role-play common scenarios to improve your ability to explain protection products and guide customers through the application process.
✨Prepare Questions for the Interviewer
Show your curiosity and interest in the role by preparing thoughtful questions. Ask about the training programme, progression opportunities, and the company culture to demonstrate your enthusiasm for joining their team.
