Company Description
All potential applicants are encouraged to scroll through and read the complete job description before applying.
Michael Usher Mortgage Services is a financial services company headquartered in Frimley, Surrey, and serves clients across the United Kingdom. Specialising in personalised mortgage and protection advice, the company is committed to simplifying the mortgage process for its clients. With a focus on tailored solutions, Michael Usher Mortgage Services has established itself as a trusted partner in helping individuals and families secure the best financial options for their needs.
Role Description
This is a full-time, hybrid role for a Senior Protection Adviser. Applicants must be within a commutable distance of the Frimley office.
The main purpose of this role is to advise clients (both personal and business) over the phone, online and face to face, recommending suitable protection solutions based on their needs and circumstances.
The Senior Protection Adviser will be responsible for delivering high-quality financial advice focused on protection products and services, maintaining a strong emphasis on client engagement and relationship management.
This is a permanent employed position with a basic salary plus uncapped commission
** Previous experience in protection, insurance, financial services, or a related sales environment is essential, as candidates should be confident in discussing protection products and delivering excellent customer service. **
Key Deliverables & Responsibilities
- Maintain and build relationships with Mortgage Advisers, Commercial Advisers and introducers.
- Convert leads into written business, achieving sales and conversion targets.
- Complete thorough Fact Finds, including business structures and liabilities where necessary.
- Advise on personal and business products, such as: Life insurance, critical illness cover, income protection, family income benefit, executive income protection, relevant life, key person and shareholder protection.
- Research products across a range of providers.
- Explain complex protection arrangements clearly.
- Complete medical underwriting requirements.
- Submit applications via provider and CRM systems.
- Prepare rational for recommendation reports. xgikmsk
- Pass compliant cases to admin.
- Maintain up-to-date market knowledge, maintai...
Senior Protection Advisor in Sandhurst employer: Michael Usher Mortgage Services Careers
Michael Usher Mortgage Services is an exceptional employer, offering a dynamic work environment in Frimley, Surrey, where employees are empowered to provide personalised financial advice. With a strong emphasis on professional development and a supportive culture, the company fosters growth opportunities for its staff while ensuring a rewarding commission structure. Join a team that values client relationships and encourages innovative solutions, making a meaningful impact in the lives of individuals and families across the UK.
Contact Details:
Michael Usher Mortgage Services Careers Recruitment Team
