Insurance Protection Adviser

6 months ago


Chelmsford, United Kingdom Active Mortgage Co. Limited Full time

The Role

As a Protection Insurance Adviser with Active Mortgages, you'll play a crucial role in providing protection advice to our clients. We believe that exceptional advice and service lead to outstanding sales.

Our approach is to build lasting relationships, resulting in a significant volume of referrals across the UK. Primarily telephone-based, this role requires adherence to regulatory standards while striving to exceed agreed targets.

**Weekly Responsibilities**
- Engaging in initial consultations to discuss clients' protection needs.
- Conducting thorough fact-finding calls, including medical questionnaires.
- Undertaking research, due diligence, and providing recommendations.
- Liaising with insurance providers and discussing additional services such as home insurance, wills, and trusts with clients.

**Experience and Qualifications**
- Previous sales experience is essential.
- For trainee advisers: Some office experience and a basic understanding of insurances.
- For qualified advisers: A proven track record within the financial services industry.
- Excellent communication skills and telephone etiquette.

**Benefits**
- Uncapped earning potential.
- Flexible working hours with a focus on work-life balance.
- Opportunities for personal development and career progression.
- Enjoy free weekends to recharge and unwind.
- Participate in quarterly social events, fostering team unity.

**About Active Mortgages**

Active Mortgages excels in simplifying the mortgage and protection process for self-employed individuals and business owners. We distinguish ourselves from the traditional financial business models with our dynamic, vibrant culture and an unwavering commitment to excellence. At Active Mortgages, it's not just about hitting targets; it's about delivering outstanding service, forging strong relationships, and enjoying the journey along the way.

**Join Us**

Active Mortgages is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Salary**: £24,000.00-£28,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus

Ability to commute/relocate:

- Chelmsford: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Sales: 1 year (required)

Work Location: In person



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