At a Glance
- Tasks: Conduct financial reviews and recommend tailored protection solutions for clients.
- Company: Specialist mortgage brokerage with a supportive, people-first culture.
- Benefits: Up to £36,000 salary, 15% commission, 22 days leave, and festive office closure.
- Other info: Genuine progression opportunities and regular company events.
- Why this job: Join a close-knit team and make a real difference in clients' lives.
- Qualifications: Experience as a Protection Advisor with strong communication skills.
The predicted salary is between 36000 - 36000 € per year.
Are you a talented Protection Advisor ready to leave behind cold calls and cancellations and start closing high-quality, pre-qualified cases every day? A people-first approach, relentless investment in quality lead generation, and a genuine commitment to doing things the right way.
Unlike many brokerages where mortgage advisors “bolt on” protection sales, this firm has a dedicated in-house protection team, focused entirely on delivering tailored, review-based protection advice for every client.
As a Protection Advisor, you’ll take ownership of a consistent flow of warm leads referred directly from the in-house mortgage team. Your role is to conduct full financial reviews, identify genuine needs, and craft protection solutions that provide long-term security for clients and their families.
You’ll join an experienced, close-knit team that’s known for its supportive, collaborative culture, where personality, professionalism, and passion are all valued as highly as performance.
- Conduct comprehensive financial reviews with warm, pre-qualified clients referred by mortgage advisors
- Recommend and arrange life, critical illness, and income protection policies tailored to individual needs
- Build long-term relationships with clients, ensuring retention and satisfaction
15% net commission on all written business – with no threshold or validation
~ 22 days annual leave + bank holidays & Office closed over Christmas
~ Regular company events
~ Genuine progression opportunities – including future self-employed options for top performers (current advisors earning £9,000/month)
Proven experience as a Protection Advisor or similar, ideally within a mortgage brokerage environment
Excellent communication and relationship-building skills
A serious attitude toward earning and delivering quality advice
It’s an opportunity to step into a high-quality, high-earning environment.
Telephone Advisor - Financial Services employer: NRG Resourcing
Join a leading specialist mortgage brokerage in Park Gate, where you can thrive as a Protection Advisor in a supportive and collaborative culture. With a focus on quality lead generation and tailored client solutions, you'll enjoy exceptional benefits including a competitive salary, generous commission structure, and genuine opportunities for career progression. Experience a workplace that values personality and professionalism, ensuring you can build meaningful relationships while achieving your financial goals.
StudySmarter Expert Advice🤫
We think this is how you could land Telephone Advisor - Financial Services
✨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 on LinkedIn. The more connections you make, the better your chances of landing that dream job.
✨Tip Number 2
Practice makes perfect! Before any interview, do some mock interviews with friends or family. Focus on articulating your experience as a Protection Advisor and how you can bring value to the team. Confidence is key, so get comfortable talking about your skills!
✨Tip Number 3
Show your personality! When you’re in an interview, let your passion for helping clients shine through. Remember, they’re looking for someone who fits into their supportive culture, so don’t be afraid to show who you are and why you care about delivering quality advice.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative to apply directly. It shows you’re genuinely interested in joining our team. Plus, it’s a great way to stand out from the crowd and get noticed by hiring managers.
We think you need these skills to ace Telephone Advisor - Financial Services
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of a Protection Advisor. Highlight your experience in financial reviews and relationship-building, as these are key for us. Use specific examples that showcase your skills in providing tailored protection advice.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for helping clients and how you align with our people-first approach. Mention why you’re excited about working with warm leads and how you can contribute to our supportive culture.
Showcase Your Achievements:Don’t just list your responsibilities; show us what you’ve achieved! Include any sales targets you’ve met or exceeded, especially in protection sales. Numbers speak volumes, so let us see your success stories!
Apply Through Our Website:We want to make the application process as smooth as possible for you. So, head over to our website to apply! It’s the best way to ensure your application gets into the right hands quickly.
How to prepare for a job interview at NRG Resourcing
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially life, critical illness, and income protection policies. Being able to discuss these confidently will show that you're serious about the role and can provide tailored advice to clients.
✨Showcase Your People Skills
Since this role is all about building long-term relationships, be prepared to share examples of how you've successfully connected with clients in the past. Highlight your communication skills and your ability to understand and meet client needs.
✨Understand the Company Culture
Research the company’s values and culture before the interview. They value personality, professionalism, and passion, so think about how you can demonstrate these traits during your conversation. A good cultural fit can set you apart from other candidates.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you. Consider asking about their approach to client retention or opportunities for progression.
