At a Glance
- Tasks: Help clients navigate insurance options and provide tailored advice on protection products.
- Company: Join a specialist Mortgage and Protection operation with a supportive team.
- Benefits: Basic salary plus uncapped commission, hybrid working, and career growth opportunities.
- Other info: Dynamic role with the chance to build long-term client relationships.
- Why this job: Make a real difference in clients' lives while developing your sales skills.
- Qualifications: Experience in financial services and a track record of achieving targets.
The predicted salary is between 36000 - 48000 £ per year.
A rare opportunity has arisen within a specialist Mortgage and Protection operation for a skilled Protection and Insurance Adviser.
The role:
- Employed, full time 40hrs a week, Hybrid working available.
- Basic salary plus circa 2k a month commission uncapped.
Job Summary
Our Client seeks a motivated Insurance Advisor to join the team and help clients navigate the complex world of insurance. In this role, you will serve as a trusted consultant, providing expert advice on various insurance products, including critical illness, life, and property insurance. Your energetic approach will empower clients to make informed decisions that protect their futures while fostering long-term relationships. This position offers an exciting opportunity to leverage your sales skills to expand our client base and deliver exceptional customer service.
Responsibilities
- Engage with prospective clients using a CRM database via telephone.
- Conduct thorough analysis of clients' needs to recommend suitable insurance solutions tailored to their individual circumstances.
- Negotiate policy terms and premiums to achieve mutually beneficial agreements that meet client expectations and company standards.
- Manage sales administration tasks such as processing applications, updating client records, and maintaining accurate documentation.
- Communicate complex insurance concepts clearly and effectively to diverse customer groups.
- Liaise with the mortgage advice team to provide insurance products tailored to the customers mortgage journey.
Requirements
- Experience working in a regulated financial services environment.
- Track record of working to and achieving KPIs/targets.
- Previous experience of making outbound calls.
- Confidence in calling potential clients and building rapport.
- Familiarity with CRM and sales tracking tools.
Qualifications
Ideally CII Level 4/Industry qualifications.
Protection Adviser ( In-House) in Tamworth employer: The Coast Partnership Ltd
Join a dynamic and supportive team as a Protection Adviser, where your expertise will be valued and rewarded. With a hybrid working model, competitive salary, and uncapped commission, you will thrive in an environment that prioritises employee growth and development. Our company fosters a collaborative culture, empowering you to build meaningful relationships with clients while making a significant impact in their lives through tailored insurance solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser ( In-House) in Tamworth
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! You’ll want to be able to clearly explain how your skills and experience make you the perfect fit for the Protection Adviser role. Keep it concise and engaging to grab their attention.
✨Tip Number 3
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email. It shows your appreciation and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Protection Adviser ( In-House) in Tamworth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Protection Adviser role. Highlight your experience in financial services and any relevant qualifications, like CII Level 4, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about insurance and how your energetic approach can help clients make informed decisions. Keep it personal and engaging!
Showcase Your Sales Skills:Since this role involves expanding our client base, don’t forget to highlight your sales achievements. Share specific examples of how you’ve met or exceeded KPIs in previous roles to impress us!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at The Coast Partnership Ltd
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of various insurance products, especially critical illness, life, and property insurance. Being able to discuss these confidently will show that you're the expert they need.
✨Practice Your Pitch
Since this role involves engaging with clients over the phone, practice your pitch! Role-play with a friend or family member to get comfortable explaining complex insurance concepts in a clear and relatable way.
✨Familiarise Yourself with CRM Tools
Get to grips with CRM and sales tracking tools before the interview. If you can demonstrate familiarity with these systems, it’ll show that you’re ready to hit the ground running and manage client relationships effectively.
✨Showcase Your Sales Skills
Prepare examples of how you've successfully met KPIs or targets in previous roles. Highlighting your sales achievements will help illustrate your ability to expand the client base and deliver exceptional customer service.
