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Protection Advisor

3 months ago

Reading, United Kingdom BDM Recruitment Full time

Job Title:

Remote Protection Advisor

Location:

Reading

Our client:

A leading provider of financial protection products, is looking for a talented and motivated Remote Protection Advisor to join their growing team. This is a fantastic opportunity for a self-driven individual who thrives in a results-oriented environment to build a successful career from the comfort of their own home, while making a real difference in people's lives.

About the Role:

As a Remote Protection Advisor, you will play a pivotal role in helping individuals and families in the Reading area secure their financial well-being. You'll leverage your strong communication and interpersonal skills to build trust with clients, understand their unique needs, and recommend the most suitable protection products, such as life insurance, critical illness cover, and income protection.

What you'll do:

  • Conduct in-depth telephone consultations with clients to understand their financial situation, family needs, and risk tolerance.
  • Research and recommend a variety of protection products that align with each client's specific requirements and budget.
  • Clearly explain the benefits and features of each product in a way that is easy for clients to understand.
  • Guide clients through the application process, ensuring all necessary documentation is completed accurately and efficiently.
  • Build strong relationships with clients and provide ongoing support to ensure their continued satisfaction.
  • Achieve and exceed set sales targets through effective lead generation and conversion strategies.
  • Maintain a high level of compliance with all relevant regulations and company policies.

Who you are:

  • You possess a minimum of 2 years' experience in a financial services or protection sales role.
  • You are a confident and articulate communicator with the ability to build rapport with clients over the phone.
  • You have a strong understanding of life insurance, critical illness cover, and income protection products.
  • You are a self-motivated individual with a proven track record of exceeding sales targets.
  • You are proficient in using a variety of communication and CRM software applications.
  • You are a strong time manager with excellent organisational skills.
  • You are highly motivated, results-oriented, and have a genuine desire to help people.

What we offer:

  • Competitive base salary of up to £35,000, plus the opportunity to earn significant bonuses and commissions.
  • Comprehensive benefits package including a company pension scheme, life insurance, and attractive holiday entitlement.
  • Flexible working arrangements, allowing you to work from the comfort of your home office in Reading.
  • Supportive and collaborative work environment with a strong focus on training and development.
  • The opportunity to build a rewarding career with a reputable company that makes a positive impact on people's lives.

This is an excellent opportunity for a passionate and driven individual who wants to make a real difference. If you are looking for a rewarding career path with a strong earning potential, we encourage you to apply

We look forward to hearing from you

Please note: We are an equal opportunities employer and value diversity at our core.