Protection Specialist

4 weeks ago

Lancashire, United Kingdom Mortgage Advice Bureau Full time

Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.

We are looking for an experienced Protection Adviser to provide high quality protection advice to our clients. This will cover all manner of mortgage and family protection.

This is an excellent opportunity for an ambitious individual to join one of MAB's successful and market leading mortgage brokers. You must have a minimum of 2 years’ experience of selling protection policies, and consistently exceeding sales targets.

You must be hardworking, flexible, an excellent communicator and willing to go that extra mile to provide a 5-star service to our clients. The role is hybrid, however, you do need to be within easy commuting distance of Upholland near Wigan

Your duties will include:

  • Conduct appointments with clients in a friendly and engaging manner, communicating clearly with clients and have the ability to explain protection products in a concise way
  • Providing a written recommendation confirming the best advice to suit the customer’s needs following a comprehensive fact find
  • Be able to asses existing policies, to review and replace if required to suit customers changing circumstances
  • Be able to spot opportunities to review cover in a compliant manner ensuring that client is never knowingly disadvantaged
  • Be able to replace or recommend amendments to existing cover providing documented reports to fully explain changes to cover
  • Be able to provide quotations for personal & family protection and explain recommendations at a level client understands or requires

What you will get in return:

  • Admin support to progress your client’s cases through to completion
  • Leads sourced and forwarded
  • Full training on Systems used for protection sourcing
  • Generous self employed package and uncapped earnings

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