At a Glance
- Tasks: Provide expert advice on protection insurance and manage client cases effectively.
- Company: A well-established mortgage brokerage with a strong reputation.
- Benefits: Competitive salary, uncapped commission, hybrid working, and 26 days holiday.
- Other info: Clear career progression opportunities within a respected national brand.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Experience in protection insurance and excellent communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
A well-established, whole-of-market mortgage brokerage is looking for an experienced Protection Adviser to join its growing team. The business has built a strong reputation for delivering high-quality mortgage and protection advice. You will work closely with an established mortgage advice network, receiving warm leads and helping clients put the right protection in place to safeguard their financial future.
Role
- Provide expert advice on protection insurance products
- Manage your pipeline and client cases effectively
- Convert warm leads from Mortgage Advisers
- Maintain accurate records and compliant case management
- Deliver strong customer outcomes while meeting sales targets
About You
- Experience advising on protection insurance products
- Strong organisation and pipeline management skills
- Customer-focused with excellent communication skills
- Comfortable working in a regulated, target-driven environment
- Confident using IT systems and Microsoft Office
What’s on Offer
- Competitive salary + uncapped commission
- Hybrid working (up to 2 days from home after 6 months)
- 26 days holiday + bank holidays
- Life insurance, income protection & critical illness cover
- Optional private medical insurance
- Team events and company socials
- Clear career progression within a respected national brand
This is a fantastic opportunity for a Protection Adviser looking to grow their career within a supportive and high-performing environment. Due to high volume response only suitable candidates will be contacted.
Protection Advisor in Southampton employer: Recruit So Simple
Join a well-established mortgage brokerage in Southampton, where you will thrive in a supportive and high-performing environment. With competitive salaries, uncapped commission from day one, and a strong focus on employee growth through clear career progression, this company prioritises your success while offering a hybrid working model and generous benefits including life insurance and optional private medical cover. Experience a vibrant work culture with team events and a commitment to delivering exceptional customer outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Advisor in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage and protection industry. You never know who might have a lead or a referral that could land you that perfect role.
✨Tip Number 2
Practice your pitch! When you get that interview, be ready to showcase your expertise in protection insurance. Highlight your experience and how you can help clients safeguard their financial future.
✨Tip Number 3
Stay organised! Use tools to manage your pipeline effectively. This will not only help you keep track of leads but also show potential employers that you’re on top of your game.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Protection Advisor in Southampton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience with protection insurance products. We want to see how your skills match the role, so don’t be shy about showcasing your achievements and relevant experience!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients safeguard their financial future. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Organisation Skills:Since managing a pipeline is key for this role, mention any tools or methods you use to stay organised. We appreciate candidates who can demonstrate their ability to juggle multiple cases while keeping everything compliant.
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’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Recruit So Simple
✨Know Your Protection Products
Make sure you brush up on the various protection insurance products you'll be advising on. Understand their features, benefits, and how they can safeguard clients' financial futures. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Customer Focus
Prepare examples of how you've successfully helped clients in the past. Highlight your communication skills and how you’ve tailored advice to meet individual needs. This will show that you’re not just about sales targets but genuinely care about delivering strong customer outcomes.
✨Demonstrate Organisation Skills
Since managing a pipeline is key for this role, come prepared to discuss how you stay organised. Share specific tools or methods you use to keep track of client cases and ensure compliance. This will reassure them that you can handle the demands of a target-driven environment.
✨Familiarise Yourself with IT Systems
As the role involves using IT systems and Microsoft Office, it’s a good idea to brush up on these skills. Be ready to discuss your experience with relevant software and how you leverage technology to enhance your workflow. This will show that you’re tech-savvy and ready to hit the ground running.
