Protection Specialist

Protection Specialist

Bromley Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with clients, provide tailored protection advice, and ensure their needs are met.
  • Company: Join Mortgage Advice Bureau, the UK's top mortgage broker with a fun, growth-focused culture.
  • Benefits: Enjoy admin support, full training, and an uncapped earnings potential with high OTE.
  • Why this job: Be part of a successful team that values hard work and celebrates achievements.
  • Qualifications: Must be RO5 or CeMAP qualified with at least 2 years of experience in protection advice.
  • Other info: This is an office-based role in Bromley, perfect for ambitious individuals.

The predicted salary is between 36000 - 60000 £ per year.

Mortgage Advice Bureau (MAB) is the UK's leading mortgage broker, with its unique partnership model geared towards strategic growth and winning 250+ awards for the quality of its advice and service. We are seeking an experienced and enthusiastic individual protection specialist to join our protection team and you must be RO5 or CeMAP qualified.

You will be responsible for conducting high quality calls & appointments with customers and providing regulated protection advice to them, focusing on appropriate outcomes. This is an office based role in BROMLEY where you will thrive in a forward thinking and fun business who believe in working hard and celebrating success!

Role Summary

Your performance and competence will be measured against a range of Key Performance Indicators within a regulatory framework to ensure our customers respond and go on to obtain the insurance product they require. This is an excellent opportunity for an ambitious individual to join one of MAB's successful and market leading mortgage brokers. You must have a minimum of 2 years’ experience of advising on protection policies, and consistently exceeding sales targets. You must be hardworking, flexible, an excellent communicator and willing to go that extra mile to provide a 5-star service to our clients.

Your duties will include:
  • Conduct appointments with clients in a friendly and engaging manner, communicating clearly with clients and have the ability to explain protection products in a concise way.
  • Providing a written recommendation confirming the best advice to suit the customer’s needs following a comprehensive fact find.
  • Be able to assess existing policies, to review and replace if required to suit customers changing circumstances.
  • Be able to spot opportunities to review cover in a compliant manner ensuring that client is never knowingly disadvantaged.
  • Be able to replace or recommend amendments to existing cover providing documented reports to fully explain changes to cover.
  • Be able to provide quotations for personal & family protection and explain recommendations at a level the client understands or requires.
What you will get in return:
  • Quality abundance of leads.
  • Admin support to progress your client’s cases through to completion.
  • Full training on Systems used for protection sourcing.
  • Employed package and uncapped earnings with high OTE.

Protection Specialist employer: Mortgage Advice Bureau (MAB)

Mortgage Advice Bureau (MAB) is an exceptional employer, offering a vibrant work culture in Bromley that celebrates success and fosters professional growth. With a commitment to providing high-quality leads and comprehensive admin support, employees can thrive in their roles while enjoying uncapped earnings potential. Joining MAB means being part of a forward-thinking team dedicated to delivering outstanding protection advice, making it a rewarding place for ambitious individuals seeking meaningful employment.
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Contact Detail:

Mortgage Advice Bureau (MAB) Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Protection Specialist

✨Tip Number 1

Familiarise yourself with the latest trends and regulations in the protection insurance sector. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.

✨Tip Number 2

Network with current or former employees of Mortgage Advice Bureau. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when discussing your fit for the role.

✨Tip Number 3

Prepare to discuss specific examples from your past experience where you've successfully exceeded sales targets or provided exceptional customer service. This will showcase your ability to thrive in a performance-driven environment.

✨Tip Number 4

Practice your communication skills, especially how to explain complex protection products in simple terms. Being able to convey information clearly and engagingly is crucial for this role, so consider mock interviews to refine your delivery.

We think you need these skills to ace Protection Specialist

RO5 or CeMAP qualification
Excellent Communication Skills
Customer Service Orientation
Sales Skills
Ability to Conduct Comprehensive Fact Finds
Knowledge of Protection Policies
Regulatory Compliance Awareness
Report Writing Skills
Analytical Skills for Policy Assessment
Problem-Solving Skills
Attention to Detail
Ability to Spot Opportunities
Flexibility and Adaptability
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in advising on protection policies. Include specific examples of how you've exceeded sales targets and provided excellent customer service.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your qualifications (RO5 or CeMAP) and your ability to communicate complex information clearly to clients.

Highlight Relevant Experience: In your application, emphasise your minimum of 2 years’ experience in the field. Discuss specific instances where you conducted high-quality calls and appointments, focusing on the outcomes achieved for clients.

Showcase Your Communication Skills: Since the role requires excellent communication skills, provide examples in your application of how you've successfully engaged with clients and explained protection products in an understandable way.

How to prepare for a job interview at Mortgage Advice Bureau (MAB)

✨Showcase Your Qualifications

Make sure to highlight your RO5 or CeMAP qualifications during the interview. Discuss how these certifications have equipped you with the necessary skills to provide high-quality protection advice.

✨Demonstrate Your Communication Skills

Since the role requires excellent communication, prepare to showcase your ability to explain complex protection products in a clear and concise manner. Consider using examples from your past experiences where you successfully communicated with clients.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your ability to handle client appointments and provide tailored recommendations. Think of specific instances where you assessed existing policies and made successful recommendations.

✨Emphasise Your Sales Achievements

Be ready to discuss how you've consistently exceeded sales targets in your previous roles. Use quantifiable metrics to illustrate your success and show how you can bring that same drive to Mortgage Advice Bureau.

Protection Specialist
Mortgage Advice Bureau (MAB)
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