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For Companies At a Glance
- Tasks: Help clients find the best protection solutions and manage their insurance needs.
- Company: Join a leading Mortgage and Protection Brokerage with a strong reputation.
- Benefits: Enjoy hybrid work, discounts, paid birthday leave, and performance rewards.
- Why this job: Great commission structure and a supportive team culture make this role exciting.
- Qualifications: No specific experience required; a positive attitude and willingness to learn are key.
- Other info: Flexible working hours and fun social events throughout the year.
Protection Consultant
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
From £25,000 (OTE – £70,000 for a 1 year period)
Blackwater
Full time, Permanent – Hybrid
Monday – Friday: 08:30am – 5:30pm, Fridays a 5pm finish (flexibility to start earlier or finish later)
Line Manager: Head of Protection and GI Sales
A leading Mortgage and Protection Brokerage is recruiting a Protection Consultant, a great opportunity for advisors of all levels with a great commission structure. Open to application from junior, experienced and senior advisors. You will identify client protection needs, conducted market research to source appropriate products, and delivered informed recommendations.
Responsibilities:
Provide customers with recommendations, assisting them to make informed decisions.
Manage customer appointments to progress from initial contact to on risk status in a timely manner, providing excellent customer service and regular client updates.
Conduct a thorough and accurate Factfind/Know your client questionnaire, and conduct in-depth review of client circumstances, current and future aims with regards to their insurance requirements.
Research optimal solutions from various sources including providers of insurance products, underwriters, BDMs and sourcing platforms such as IPipeline and Solutionbuilder, and issue demands and needs letters for advice given.
Designing protection strategies best suited to the clients needs, explaining about different types of protection products and information on new and existing products and services.
Meet monthly and annual sales targets.
Meet quality targets and other requirements (such as annual fitness and propriety actions, annual testing and CPD actions) as specified under the Training and Competency Scheme
Maintaining detailed records to comply with the regulations of the Financial Conduct Authority (FCA).
Liaise with other related professionals such as lead referrers, doctors, health professionals, underwriters, compliance, case checkers and other.
Support QA and Complaints investigations with accurate and detailed statements as required.
Work closely and collaboratively with other departments in the provision of great service, for example case handlers during the application -> on risk process.
About you
Positive “can do” attitude
Ability to work under high pressure
Ability and desire to learn
Good telephone sales skills, and managing performance targets.
Good written and verbal communication.
Experience
Able to demonstrate excel, word, and outlook skills
Any previous sales experience (not required)
Mortgage & Protection industry experience is a bonus (not required).
Higher education (college or above) (not required).
R05 Qualification / other insurance related qualification (not required).
Benefits
Attain CAS status and Qualification status
Discounts on removals, storage, estate agency, conveyancing, and lettings services, 45% off home reports
Incentive events – for Performance related rewards from London 5* star meals and more
Free mortgage & insurance advice
Savings on insurance products
1 day work from home per week, 2 for exceptional arrangements
20 days base annual leave, rising by 1+ day for each year of service (capped at 25 days) + Bank holidays
Paid Birthday leave (1 paid day on birthday or next working day, fixed)
Guaranteed Paid Christmas break
13 Weeks Enhanced Maternity pay (full pay, on average earnings including commission)
4 weeks Paternity Pay (full pay, on average earnings including commission)
Discretionary paid time off for sports days, nativity, parents evenings
Social evets such as, Mixers (from Gokarting, Cocktail making and Team Meals), Summer BBQ and Christmas Parties
Protection Consultant employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Consultant
✨Tip Number 1
Familiarise yourself with the various protection products available in the market. Understanding the nuances of different insurance options will not only boost your confidence during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the mortgage and protection industry. Attend relevant events or join online forums to connect with current Protection Consultants. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare for role-play scenarios that may come up during the interview process. Practising how to conduct a thorough fact-find and present tailored recommendations will showcase your skills and readiness for the position.
✨Tip Number 4
Research StudySmarter and our values. Understanding our company culture and how we operate will help you align your answers during the interview, making you a more attractive candidate for the Protection Consultant role.
We think you need these skills to ace Protection Consultant
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of a Protection Consultant. Tailor your application to highlight relevant skills and experiences that align with these expectations.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your experience, particularly in sales or customer service. Highlight any relevant qualifications or training, even if they are not mandatory, to strengthen your application.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Use specific examples from your past experiences to demonstrate how you can meet the needs of clients and contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail and professionalism, which are crucial in this role.
How to prepare for a job interview at Mulberry Recruitment
✨Understand the Role
Before the interview, make sure you thoroughly understand the responsibilities of a Protection Consultant. Familiarise yourself with the key tasks such as conducting market research and providing tailored recommendations to clients. This will help you demonstrate your knowledge and enthusiasm during the conversation.
✨Prepare for Common Questions
Anticipate questions related to client management and sales targets. Be ready to discuss how you would handle customer appointments and ensure excellent service. Think of examples from your past experiences that showcase your ability to meet targets and provide great customer care.
✨Showcase Your Communication Skills
As a Protection Consultant, strong communication skills are essential. During the interview, focus on articulating your thoughts clearly and confidently. Practice explaining complex insurance concepts in simple terms, as this will reflect your ability to assist clients in making informed decisions.
✨Demonstrate a Positive Attitude
Employers value candidates who exhibit a 'can do' attitude. Throughout the interview, maintain a positive demeanour and express your eagerness to learn and grow within the role. Share instances where you've overcome challenges or adapted to high-pressure situations, as this will highlight your resilience.
