At a Glance
- Tasks: Manage leads and provide tailored family protection insurance advice to clients.
- Company: Established financial advisory firm with over 30 years of expertise.
- Benefits: High earning potential, total flexibility, and a supportive work culture.
- Other info: Join a friendly team focused on ethical practices and client satisfaction.
- Why this job: Enjoy a flexible schedule while making a real difference in clients' lives.
- Qualifications: Self-motivated, ambitious, and committed to providing fair financial advice.
The predicted salary is between 36000 - 60000 £ per year.
Company Description: Established financial advisory firm with 30+ years of expertise.
Job Description: Join a friendly, established financial advisory firm specializing in family protection insurance. As a Protection Advisor, you will manage leads and provide fair, professional advice to ensure clients have the correct coverage for their budgets. This role offers total flexibility and high earning potential within a realistic, modern insurance environment.
Location: Remote, UK
Why this role is remarkable:
- Benefit from over 30 years of industry expertise and an established, trusted brand name in the family protection sector.
- Enjoy total control over your work-life balance with a 100% flexible schedule tailored to your personal needs.
- Access a friendly, supportive small-office culture that prioritizes ethical advice over aggressive, unsuitable sales tactics.
What you will do:
- Manage a consistent flow of incoming leads to provide tailored life and protection insurance solutions to clients.
- Conduct professional financial consultations to ensure policies are suitable in terms of both coverage and cost.
- Effectively manage your own workload and follow up with clients to maintain high service standards and conversion.
The ideal candidate:
- Highly self-motivated and ambitious with a proven ability to manage their own time and workload effectively.
- Possesses a positive work ethic and a genuine desire to over‐achieve sales targets in a regulated environment.
- Must be a UK resident with fluent English and a commitment to providing fair, professional financial advice.
Protection advisor agent (Up to £50k OTE) at in London employer: Jack & Jill
Contact Detail:
Jack & Jill Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection advisor agent (Up to £50k OTE) at in London
✨Tip Number 1
Get to know the company inside out! Research Supreme Financial Solutions and understand their values, services, and culture. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Before you chat with Jack or Jill, run through some common interview questions related to financial advisory roles. This will boost your confidence and help you articulate your experience effectively.
✨Tip Number 3
Leverage your network! Reach out to friends or colleagues who work in finance or insurance. They might have insights or even connections that could give you an edge in landing the role.
✨Tip Number 4
Don't forget to follow up! After your initial chat with Jack, send a quick thank-you message. It shows professionalism and keeps you on their radar as they consider candidates for the Protection Advisor role.
We think you need these skills to ace Protection advisor agent (Up to £50k OTE) at in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Protection Advisor role. Highlight your experience in managing leads and providing tailored financial advice, as this will show us you understand what we're looking for.
Showcase Your Skills: We want to see your self-motivation and time management skills shine through. Use specific examples from your past experiences that demonstrate how you've successfully managed your workload and achieved targets.
Be Professional Yet Personable: While we appreciate professionalism, don’t forget to let your personality come through! We’re a friendly team, so showing us your genuine desire to help clients will make your application stand out.
Apply Through Our Website: Don’t forget to apply directly through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, Jack is there to help you every step of the way!
How to prepare for a job interview at Jack & Jill
✨Know Your Stuff
Before the interview, make sure you understand the ins and outs of family protection insurance. Brush up on key terms and concepts so you can speak confidently about how you would provide tailored solutions to clients.
✨Showcase Your Flexibility
Since this role offers total flexibility, be prepared to discuss how you manage your time effectively. Share examples of how you've balanced workloads in the past while still achieving targets, demonstrating that you're self-motivated and organised.
✨Emphasise Ethical Advice
This company values ethical advice over aggressive sales tactics. Be ready to talk about your approach to providing fair and professional financial advice, and how you ensure clients feel supported and informed in their decisions.
✨Prepare Questions
At the end of the interview, you'll likely have a chance to ask questions. Prepare thoughtful queries about the company's culture, support systems, and expectations for the role. This shows your genuine interest and helps you assess if it's the right fit for you.