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For Companies At a Glance
- Tasks: Guide clients through protection options and provide tailored advice on insurance products.
- Company: Join a dynamic team at our Chorley headquarters, focused on client satisfaction and success.
- Benefits: Enjoy a supportive work culture with opportunities for training and personal growth.
- Why this job: Make a real impact by helping clients secure their financial future with expert advice.
- Qualifications: Minimum 2 years in protection advisory, strong sales record, and excellent communication skills required.
- Other info: Contact Shaun for a confidential chat about this exciting opportunity!
The predicted salary is between 36000 - 60000 £ per year.
We’re seeking a proactive and client-focused Protection Adviser to join our dynamic team at our Chorley headquarters. You’ll work closely with our Mortgage team, handling warm leads and guiding clients through the protection process with clarity, professionalism, and a genuine passion for delivering the right solutions. This is a fantastic opportunity for someone with a solid background in protection sales and a deep understanding of mortgage-linked insurance needs.
Key Responsibilities
- Providing expert advice on a range of protection products:
- Life insurance
- Critical illness cover
- Income protection
- Family income benefit
- Accident, sickness, and unemployment protection
What You’ll Bring
- Minimum of 2 years experience in a protection advisory role.
- Demonstrated ability to meet or exceed sales targets in a performance-driven environment.
- In-depth understanding of protection products and how they relate to mortgage clients.
- A background in delivering excellent customer service, with a strong focus on client outcomes.
- Superb communication skills, both written and verbal, and a confident, persuasive phone manner.
- A natural relationship builder, comfortable liaising with colleagues and clients alike.
- Impeccable attention to detail, ensuring all advice and documentation are accurate.
- Strong organisational skills with the ability to manage a busy workload effectively.
- A professional, ethical approach and a strong sense of personal accountability.
- Passionate about self-improvement and delivering the highest standards of service.
Get in touch today for a no-obligation confidential chat. Call Shaun on 01257 226654 or email: careers@m-ex.co.uk
Protection Adviser employer: Mortgage Experience
Contact Detail:
Mortgage Experience Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Adviser
✨Tip Number 1
Familiarise yourself with the specific protection products mentioned in the job description, such as life insurance and critical illness cover. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since the role involves handling inbound and outbound calls, being able to convey information clearly and persuasively will set you apart from other candidates.
✨Tip Number 3
Network with professionals in the mortgage and protection insurance sectors. Engaging with others in the industry can provide valuable insights and potentially lead to referrals or recommendations for the position.
✨Tip Number 4
Prepare for potential role-play scenarios during the interview process. Being able to demonstrate how you would handle a client call or explain a protection product can showcase your practical skills and readiness for the job.
We think you need these skills to ace Protection Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Protection Adviser. Familiarise yourself with the types of protection products mentioned in the job description and think about how your experience aligns with these requirements.
Tailor Your CV: Customise your CV to highlight relevant experience in protection sales and customer service. Emphasise any achievements related to meeting sales targets and your understanding of mortgage-linked insurance needs.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients and your proactive approach. Mention specific examples from your past roles where you successfully guided clients through protection options.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this role. A polished application reflects your professionalism.
How to prepare for a job interview at Mortgage Experience
✨Know Your Protection Products
Make sure you have a solid understanding of the various protection products mentioned in the job description, such as life insurance and critical illness cover. Be prepared to discuss how these products relate to mortgage clients and demonstrate your expertise during the interview.
✨Showcase Your Sales Experience
Highlight your previous experience in protection sales and provide specific examples of how you've met or exceeded sales targets. This will show the interviewer that you have a proven track record and can contribute to their performance-driven environment.
✨Demonstrate Excellent Communication Skills
Since the role involves guiding clients through complex information, practice articulating your thoughts clearly and concisely. Use role-play scenarios to simulate client interactions, ensuring you can communicate benefits and limitations effectively.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask the interviewer about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
