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- Tasks: Advise clients on tailored protection solutions and build strong relationships.
- Company: Michael Usher Mortgage Services, a trusted financial partner in the UK.
- Benefits: Competitive salary with commission, OTE £50-65k in year one.
- Other info: Permanent position with opportunities for professional development.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 50000 - 65000 £ per year.
Michael Usher Mortgage Services is a financial services company headquartered in Frimley, Surrey, serving clients across the United Kingdom. Specialising in personalised mortgage and protection advice, the company is committed to simplifying the mortgage process for its clients.
This is a full-time, on-site role in Frimley for a Protection Adviser. 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 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 commission. OTE £50-65k in year one.
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.
- Pass compliant cases to admin.
- Maintain up-to-date market knowledge, maintaining minimum CPD requirements.
Protection Advisor in Frimley employer: Michael Usher Mortgage Services
Contact Detail:
Michael Usher Mortgage Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Advisor in Frimley
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Practice your pitch! Whether it’s over the phone or face-to-face, being able to clearly explain your skills and how you can help clients is crucial. Role-play with friends or family to get comfortable and confident in your delivery.
✨Tip Number 3
Stay updated on market trends! Knowledge is power, especially in the financial sector. Keep an eye on the latest protection products and regulations so you can impress during interviews and show you’re the right fit for the role.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining us. It shows initiative and enthusiasm, which are key traits we look for in a Protection Adviser.
We think you need these skills to ace Protection Advisor in Frimley
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the role of a Protection Adviser. We want to see how you can bring value to our team, so don’t hold back on showcasing your relevant expertise!
Showcase Your Communication Skills: As a Protection Adviser, you'll be advising clients over various channels. Use your written application to demonstrate your ability to communicate clearly and effectively. We love seeing candidates who can explain complex ideas simply!
Highlight Relationship Management Experience: Building and maintaining relationships is key in this role. Share examples from your past where you've successfully engaged with clients or colleagues. We’re all about teamwork and client satisfaction, so let us know how you excel in these areas!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Michael Usher Mortgage Services
✨Know Your Protection Products
Make sure you brush up on the various protection products you'll be advising on, like life insurance and critical illness cover. Being able to explain these clearly will show your expertise and help build trust with potential clients.
✨Practice Your Client Engagement Skills
Since this role involves a lot of client interaction, practice how you would engage with clients over the phone and face-to-face. Role-playing different scenarios can help you feel more confident and prepared for real conversations.
✨Research Michael Usher Mortgage Services
Familiarise yourself with the company’s values and services. Understanding their approach to simplifying the mortgage process will allow you to align your answers with their mission during the interview.
✨Prepare Questions for Them
Think of insightful questions to ask about the role and the company. This shows your genuine interest and helps you determine if it’s the right fit for you. Plus, it gives you a chance to demonstrate your knowledge about the industry.