At a Glance
- Tasks: Engage with clients to provide life insurance and protection policies.
- Company: Secure Mortgages and Protection Ltd. partners with deVere, a global leader in financial advice.
- Benefits: Enjoy generous commissions, weekly pay, and comprehensive support for your success.
- Why this job: Join a growing team with uncapped earning potential and clear career progression.
- Qualifications: 12-18 months of experience in insurance sales is preferred; estate planning knowledge is a plus.
- Other info: Receive industry-leading training and access to a bespoke CRM system.
The predicted salary is between 36000 - 60000 £ per year.
Secure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA. SMP are now expanding across the UK and have opportunities for experienced, entrepreneurial-thinking Insurance Protection Advisers and Estate Planners who want to offer a wider range of products to clients.
The role will see you speak to UK based clients looking to obtain protection policies, including life cover, critical illness, income protection and key person; property financing and/or property financing.
What does the ideal person look like?
- You will preferably have a minimum of 12-18 months’ previous experience in a similar role.
- You will be professional and proficient at selling insurance products in person, as well as over the phone.
- You will have sold protection financial products before, and Estate Planning would also be an advantage.
- You will be comfortable in building your own client book.
What do we offer?
- Generous commission structure and performance incentives.
- Weekly pay run for upfront commission structure and introductory fees for add-on products (Mortgages, Lump sum investments, FX, Life Cover).
- Marketing, administration and compliance support.
- Bespoke CRM system.
- Defined career progression into management, with industry-leading training and further global opportunities.
- Uncapped earning potential.
Life Insurance Specialist employer: Secure Mortgages & Protection
Contact Detail:
Secure Mortgages & Protection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Life Insurance Specialist
✨Tip Number 1
Network with professionals in the insurance and financial services industry. Attend local events or join online forums to connect with others who can provide insights or even referrals for opportunities at SMP.
✨Tip Number 2
Familiarise yourself with the latest trends in life insurance and estate planning. Being knowledgeable about current products and market demands will help you stand out during interviews and discussions with potential clients.
✨Tip Number 3
Prepare to demonstrate your sales skills through role-playing scenarios. Practising how you would approach a client about life cover or critical illness policies can showcase your proficiency and confidence in selling.
✨Tip Number 4
Research SMP's partnership with deVere and understand their product offerings. This knowledge will not only impress during your application process but also help you align your sales strategies with their business model.
We think you need these skills to ace Life Insurance Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in selling insurance products, particularly life cover and critical illness. Use specific examples to demonstrate your success in building a client book and achieving sales targets.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your previous experience in similar roles and how it aligns with the responsibilities of a Life Insurance Specialist at SMP.
Highlight Relevant Skills: Emphasise skills that are crucial for this position, such as communication, negotiation, and customer service. Provide examples of how you've successfully used these skills in past roles.
Showcase Your Entrepreneurial Spirit: Since SMP is looking for entrepreneurial-thinking advisers, include any experiences where you took initiative or demonstrated leadership in your previous roles. This could be through developing new client relationships or implementing successful sales strategies.
How to prepare for a job interview at Secure Mortgages & Protection
✨Know Your Products Inside Out
Make sure you have a solid understanding of the various insurance products you'll be discussing, such as life cover, critical illness, and income protection. Being able to explain these clearly will show your expertise and build trust with potential clients.
✨Demonstrate Your Sales Skills
Prepare to showcase your previous sales experience, particularly in selling protection financial products. Be ready to discuss specific examples of how you've successfully closed deals and built client relationships in the past.
✨Showcase Your Entrepreneurial Spirit
Since the role requires an entrepreneurial mindset, think of ways to demonstrate your initiative and creativity. Share any experiences where you've taken the lead on projects or developed new strategies to attract clients.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with insightful questions about the company, their products, and the team culture. This shows your genuine interest in the role and helps you assess if it's the right fit for you.