Protection Adviser

3 weeks ago


Derby, United Kingdom Mortgage Advice Services Full time

'''Overview:
We are seeking a highly motivated Protection Adviser to join our team. As a Protection Adviser, you will be responsible for providing insurance advice and solutions to clients. This is an excellent opportunity for someone with strong sales skills who is passionate about helping others protect their financial well-being. You will be working for an established whole of market financial services that has been in operation for over 25 years.

**Duties**:

- Conduct thorough assessments of clients' insurance needs and financial situations (all warm leads, no cold calling)
- Provide personalised insurance recommendations based on clients' specific requirements
- Explain policy options, coverage details, and terms to clients
- Maintain accurate client records and update information as needed
- Collaborate with underwriters to negotiate the best terms and rates for clients
- Follow up with clients to ensure satisfaction and address any concerns or questions
- Stay up-to-date with industry trends, products, and regulations

**Requirements**:

- Proficient in English language
- Strong communication skills, both verbal and written
- Proven ability to analyse clients' needs and recommend suitable insurance solutions
- Previous experience in sales, preferably in the insurance industry
- Knowledge of insurance products, policies, and regulations
- Excellent negotiation skills to secure the best terms for clients
- Ability to work independently and meet sales targets
- Experience in telephone sales

**Salary**: £30,000.00-£80,000.00 per year

**Benefits**:

- Free parking

Schedule:

- Monday to Friday

Work Location: In person



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