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- Tasks: Review and advise on life insurance and protection for clients.
- Company: Join SmartMoneyTeam, a trusted name in financial advice since 2013.
- Benefits: Competitive salary, 29 days holiday, health cash plan, and casual dress.
- Other info: Enjoy ongoing training, mentoring, and a supportive team environment.
- Why this job: Make a real difference in clients' lives with tailored protection advice.
- Qualifications: Minimum 1 year experience in life insurance and personal protection.
The predicted salary is between 27500 - 32500 £ per year.
Since 2013, SmartMoneyTeam has supported clients across the UK with expert mortgage and protection advice. We have advised on over 120,000 financial products, working with 150+ lenders and insurers and providing access to more than 12,000 products across the whole of the market.
We are proud to be rated ‘Excellent’ on Trustpilot and to have built a large, loyal client base that values long-term professional advice. SmartMoneyTeam forms part of a wider group of businesses including Dragon Network and Dragon Finance.
We are looking for an experienced Life Insurance and Protection Adviser to join our growing team. This is a full-time role focused on reviewing and advising on existing protection arrangements for our extensive customer base, as well as clients referred through our mortgage network and finance team.
This is not a call centre style environment. Advisers who provide quality advice, stay active, and build trust with clients consistently perform well in our business.
- Reviewing existing protection policies for our 55,000-strong customer base
- Advising clients referred by our 100+ mortgage partners and in-house finance team
- Providing tailored advice primarily on Life Insurance, Income Protection and Critical Illness
- Collaborating with colleagues to maintain high service levels and customer satisfaction
Minimum 1 year’s experience advising on life insurance and personal protection. Looking for a stable, professional, long-term working environment. Experience with Business Protection and/or Private Medical Insurance.
Basic Salary: £27,500 - £32,500 (depending on experience)
Benefits:
- Full training on products, providers, and internal processes
- Ongoing mentoring and professional support
- 29 days holiday (including bank holidays) plus your birthday off
- Health Cash Plan scheme
- Company pension
- Sick pay
- Casual dress
- Company events
- Employee discounts
Job Type: Full-time, Office-based
Life Insurance Adviser in Sale employer: SmartMoneyTeam
Contact Detail:
SmartMoneyTeam Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Life Insurance Adviser in Sale
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout for opportunities. 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 SmartMoneyTeam and understand their values and services. Tailor your answers to show how your experience aligns with their mission of providing excellent advice.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in life insurance and protection clearly and confidently. Highlight specific examples where you've built trust with clients and delivered quality advice.
✨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 genuinely interested in joining the SmartMoneyTeam family.
We think you need these skills to ace Life Insurance Adviser in Sale
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Life Insurance Adviser role. Highlight your experience in advising on life insurance and personal protection, as this is key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing quality advice and how you can contribute to our team at SmartMoneyTeam.
Showcase Your Experience: Don’t just list your previous roles; share specific examples of how you’ve successfully advised clients in the past. We love seeing how you’ve built trust and delivered results!
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 from our team.
How to prepare for a job interview at SmartMoneyTeam
✨Know Your Stuff
Make sure you brush up on your knowledge of life insurance and protection products. Familiarise yourself with the different types of policies, especially those relevant to SmartMoneyTeam's offerings. Being able to discuss specific products and their benefits will show that you're serious about the role.
✨Showcase Your Experience
Prepare to talk about your previous experience in advising clients on life insurance and personal protection. Have examples ready that demonstrate how you've built trust with clients and provided tailored advice. This will help you stand out as a candidate who can hit the ground running.
✨Emphasise Teamwork
Since collaboration is key at SmartMoneyTeam, be ready to discuss how you've worked with colleagues in the past to maintain high service levels. Share examples of how teamwork has led to successful outcomes for clients, as this will align with their company culture.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. Inquire about the training process, ongoing support, or how success is measured within the team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.