Junior Financial Advisor

5 months ago

Swansea, United Kingdom Waddle Insurance Full time

**Job Type**: Full-time

**Salary**: £20,319 to £21,300 (Three-month probation period; plus, generous commission structure with the average Junior agent making £500-£700 per month commission)

**Hours of work**: 10:00am-6:30pm Monday - Thursday and 9:30am-4:30pm Friday

**Career**

If you have the motivation, desire to learn new information and enjoy a customer focused role, then we have the career opportunity for you

We offer a clear career pathway that is divided into three stages throughout your time here at Waddle Insurance. You will work closely with Senior Management mentors to support and aid your new career journey.

**Your Career Plan**

**Step One**

0 - 6 months - Junior Broker £20 - £21K (£30k OTE)

**Step Two**

6 - 18 months - Trainee Senior Broker £21K (up to £30 OTE)

**Step Three**

24 months - Senior Broker - £23K (up to £50K OTE)

**Process**

The first step in our career path will be as a Junior Broker. You will be the first point of contact, dealing with purely inbound leads of potential customers who are interested in our protection products. Your role as a Junior Broker would be to educate our potential clients on our processes and complete a fact find relating to the clients’ circumstances. You will use the knowledge you have gained from our extensive training programme to assist our Senior Brokers with the information they need to give sound advice.

After approx. 6 months in the Junior Broker role, providing pre-set targets are hit and you have mastered the basics, you will then move on to become a Trainee Senior Broker. During your time in this role, you will be given extensive training on all protection products and be expected to retain this information whilst again assisting our Senior Broker team with the information they need.

Our Senior Brokers speak to potential customers to really understand their needs and advise on which of our products best meets their requirements. They also follow up on outstanding quotes and manage the on-boarding process. This is a fast-paced role dealing with both individual and team targets.

After 12 months as a Trainee Senior Broker, you will then have the opportunity to become a qualified Protection Adviser. Again, this will give you the opportunity to gain more knowledge and confidence as you move into the role of a fully advised protection agent.

You will have the opportunity to make a difference to people’s lives, offering comprehensive and award-winning protection products from the whole of the insurance market.

It is certainly worth noting that whilst you are achieving/exceeding targets, every role comes with a competitive commission structure to keep you motivated.

As we stated this is an opportunity to secure a place on our newly developed fast track programme. This programme is designed to acknowledge ambitious individuals, aspiring a career pathway, within a market-leading financial services company.

**The Company**

Waddle Insurance is a fast-growing life and protection insurance company with over twelve years of experience within the industry. Waddle Insurance is a highly respected company within the insurance industry, held in high regard for our unique processes and always putting the client’s needs and requirements at the forefront of our business. Over the last four years Waddle Insurance has expanded to new heights and now has two offices, both in the heart of the Uplands, Swansea, with fifty members of staff - and growing.

Training and Development is a massive part of our company, and we continuously look to develop our employees in their role and future roles within the company. We have a committed training programme that begins when you first step in the door and will continue throughout your employment. We utilise a range of in-house and external training programmes that will allow you to gain accredited, professional qualifications as you progress within your career.

**Culture**

Our workplace culture is very important to us here at Waddle Insurance. As the company has grown our focus on workplace culture has developed and grown with it. That includes both of our offices being dog friendly We have a wonderful variety of office dogs who boost office morale and generally make our days better - make sure to check them out on our Instagram page.

As part of our focus on Health and Wellbeing within Waddle Insurance we have an onsite gym and as a company we take pride in making home cooked meals (all prepared in our in-house kitchen), creating new and tasty smoothies, run as well as weekly running and tennis club after work that is open to everyone.

**What to Expect from Working with Us**

*You will join a vibrant team where collaboration is encouraged across all projects and departments.

*One to one mentoring with Training Managers whilst learning your new role.

*Continuous training throughout your employment so you will be up to date with all new product knowledge.

*An exciting career path with th

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