At a Glance
- Tasks: Provide personalised financial protection advice and build trusted client relationships.
- Company: Owl Financial, a leading UK financial advice business with a focus on quality.
- Benefits: Hybrid work flexibility, competitive salary, and opportunities for professional growth.
- Other info: Join a supportive team within one of the UK's largest networks of financial advisers.
- Why this job: Make a real difference in clients' lives by securing their financial futures.
- Qualifications: Strong communication skills, sales experience, and a passion for customer service.
The predicted salary is between 30000 - 40000 £ per year.
Owl Financial is a UK-wide financial advice business dedicated to helping individuals secure the right financial protection. We specialize in providing personalized, face-to-face advice tailored to meet each client's unique needs. Licensed to recommend financial protection products from leading providers, we offer solutions like life cover, critical illness cover, accident protection, and income protection. Our services extend beyond personal protection to include home and landlord insurance, mortgage advice, and introductions to specialist partners for additional financial services. As a part of the Openwork network, one of the UK’s largest networks of financial advisers, we uphold the highest standards of quality and professionalism.
The Protection Specialist is a full-time hybrid role based in Manchester, with the flexibility to work from home when required. In this role, you will provide personalized advice on financial protection products, ensuring that clients receive tailored solutions that meet their needs. Day-to-day responsibilities include:
- Conducting client consultations
- Analyzing their financial situations
- Recommending protection products
- Building trusted relationships
- Contributing to sales efforts
- Providing excellent customer service
- Ensuring compliance with industry standards
Qualifications:
- Strong background in Communication and Customer Service to build and maintain client relationships effectively
- Experience in Sales and the ability to identify customer needs and recommend solutions
- Understanding of Physical Security concepts and their application to financial protection solutions
- Capability to deliver Training and guidance to clients about products and processes
- Proficiency in using technology and tools required for hybrid work
- Excellent organizational and problem-solving skills
- Commitment to following industry regulations and ensuring compliance
- Experience in financial services or a related field is advantageous
Protection Specialist in Manchester employer: Owl Financial
Owl Financial is an exceptional employer that prioritises employee growth and development within a supportive work culture. Based in Manchester, our hybrid working model offers flexibility, allowing you to balance your professional and personal life while being part of a dedicated team that values quality and professionalism. With access to extensive training resources and the backing of the Openwork network, you will have the opportunity to thrive in your role as a Protection Specialist, making a meaningful impact on clients' financial well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Specialist in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Protection Specialist role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Owl Financial and understand their products inside out. Be ready to discuss how your experience aligns with their mission of providing tailored financial protection solutions.
✨Tip Number 3
Showcase your customer service skills! During interviews, share specific examples of how you've built trusted relationships with clients in the past. This will demonstrate your ability to provide personalised advice, which is key for this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Owl Financial.
We think you need these skills to ace Protection Specialist in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Protection Specialist role. Highlight your background in communication, customer service, and sales to show us you’re the right fit for our team.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial protection and how your experience can help clients secure their futures. Keep it personal and engaging!
Showcase Your Problem-Solving Skills:In your application, give examples of how you've tackled challenges in previous roles. We love seeing candidates who can think on their feet and provide tailored solutions to meet client needs.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Owl Financial
✨Know Your Products Inside Out
Make sure you have a solid understanding of the financial protection products you'll be discussing, like life cover and critical illness cover. Familiarise yourself with the key features, benefits, and any recent changes in the industry. This will help you answer questions confidently and show that you're genuinely interested in helping clients.
✨Showcase Your Communication Skills
As a Protection Specialist, your ability to communicate effectively is crucial. Practice articulating complex financial concepts in simple terms. During the interview, demonstrate your active listening skills by engaging with the interviewer and responding thoughtfully to their questions.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving abilities and customer service skills. Think of examples from your past experiences where you've successfully identified client needs and provided tailored solutions. This will showcase your practical knowledge and ability to build trusted relationships.
✨Emphasise Your Compliance Knowledge
Since compliance is a big part of the role, brush up on relevant regulations and standards in the financial services industry. Be ready to discuss how you ensure compliance in your work and why it's important for maintaining client trust and business integrity.
