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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 flexible working, discounts, paid birthday leave, and social events.
- Why this job: Great commission structure and supportive culture for all experience levels.
- Qualifications: No specific qualifications needed; sales experience is a plus but not required.
- Other info: Hybrid work model with opportunities for personal and professional growth.
Protection Consultant
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 help you 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 others who can provide insights or even referrals that could help you land the job.
✨Tip Number 3
Prepare to discuss your approach to customer service and how you would handle client appointments. Being able to articulate your strategy for managing client relationships will set you apart from other candidates.
✨Tip Number 4
Research StudySmarter and our values. Understanding our company culture and how we operate will allow you to tailor your conversations during the interview, showing that you're a great fit for our team.
We think you need these skills to ace Protection Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Protection Consultant position. Understand the responsibilities and required skills, so you can tailor your application accordingly.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the role. Emphasise any customer service, sales, or insurance-related experience, even if it's not directly from the mortgage and protection industry.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work as a Protection Consultant and how your background makes you a suitable candidate.
Highlight Your Soft Skills: In your application, emphasise your communication skills, ability to work under pressure, and positive attitude. These are crucial for a role that involves client interaction and meeting performance targets.
How to prepare for a job interview at Mulberry Recruitment
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Protection Consultant. Familiarise yourself with the key tasks such as conducting market research, managing client appointments, and designing protection strategies. This will help you answer questions confidently and demonstrate your knowledge.
✨Showcase Your Communication Skills
As a Protection Consultant, strong communication skills are essential. During the interview, practice articulating your thoughts clearly and concisely. Be prepared to discuss how you would explain complex insurance products to clients in an understandable way.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and customer service skills. Think of examples from your past experiences where you successfully identified client needs or resolved issues, and be ready to share these during the interview.
✨Research the Company
Take some time to research the brokerage you’re applying to. Understand their values, services, and any recent news. This will not only help you tailor your answers but also show your genuine interest in the company and the role.
