Protection Advisor

2 weeks ago

Sittingbourne, United Kingdom Tallgrass Recruitment Limited Full time
Basic salary of £25,000, with a generous commission package / Can work hybird, would need to be in the Kent area.

Job Description:

This role as a Protection Advisor offers an exciting opportunity to work with a growing company based in Sittingbourne Kent, with a focus on providing expert financial advice and exceptional customer service. Here’s a summary of the role and what’s in it for you:

Your Day-to-Day Responsibilities:

  • Customer-Centric Financial Advice:

    • Provide tailored financial advice to customers, recommending suitable products such as income protection, critical illness cover, and life insurance.

  • Sales and Relationship Building:

    • Complete sales calls with customers, providing regulated advice and following up on leads.
    • Build meaningful relationships and contribute to a shared mission of financial empowerment.

  • Lead Management:

    • Work with leads from customers transacting for first or second charge mortgages.
    • Collaborate with back-office support to focus on advising, while maintaining high-performance standards.

  • Compliance and Industry Standards:

    • Stay up-to-date with FCA regulations and industry changes.
    • Ensure all compliance protocols are followed and maintain high standards of customer care and performance.
What You’ll Offer:
  • Attention to Detail: Ability to focus on providing the best financial solutions for customers.
  • People Skills: Great communication and relationship-building skills.
  • Driven and Enthusiastic: A motivated and goal-oriented mindset to meet performance targets.
  • Compliance Knowledge: Stay informed about industry regulations and evolving FCA requirements.
  • Commitment to Continuous Professional Development (CPD): Maintain professional competence and adhere to compliance feedback.

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