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For Companies At a Glance
- Tasks: Advise clients on personalised protection solutions and build strong relationships.
- Company: Michael Usher Mortgage Services, a trusted financial partner in the UK.
- Benefits: Competitive salary with commission, plus opportunities for career growth.
- Other info: Join a supportive team in a dynamic environment focused on client success.
- Why this job: Make a real difference in clients' lives by providing essential financial advice.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 30000 - 40000 £ per year.
Company Description
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, 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 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
✨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! When you get the chance to chat with someone about the Protection Adviser role, make sure you can clearly explain why you’re the right fit. Highlight your skills in client engagement and relationship management, and don’t forget to mention your passion for helping clients find the best protection solutions.
✨Tip Number 3
Stay informed! Keep up-to-date with the latest trends in the mortgage and protection market. This knowledge will not only help you in interviews but also show potential employers that you’re genuinely interested in the field and ready to hit the ground running.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are excited about joining us. Make sure to tailor your application to highlight your experience with protection products and your ability to convert leads into business. Let’s get you on board!
We think you need these skills to ace Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Protection Advisor role. Highlight any relevant experience in financial services, especially in protection products, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients with their protection needs and how your background makes you a great fit for our team.
Showcase Your Communication Skills: As a Protection Advisor, you'll need to communicate complex information clearly. In your application, demonstrate your ability to explain things simply and effectively, whether through examples or your writing style.
Apply Through Our Website: We encourage you 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, it shows you’re keen on joining our team!
How to prepare for a job interview at Michael Usher Mortgage Services
✨Know Your Products Inside Out
As a Protection Adviser, you'll need to be well-versed in various protection products like life insurance and critical illness cover. Make sure you research these thoroughly before your interview, so you can confidently discuss how they meet clients' needs.
✨Practice Your Communication Skills
Since the role involves advising clients over the phone and face-to-face, practice explaining complex concepts in simple terms. You might want to do mock interviews with friends or family to refine your ability to engage and build rapport.
✨Understand the Company’s Values
Michael Usher Mortgage Services prides itself on personalised advice and client engagement. Familiarise yourself with their approach and think about how your values align with theirs. This will help you demonstrate that you're a good fit for their team.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training opportunities, and how success is measured in the role. This shows your genuine interest and helps you assess if it's the right place for you.