Trainee Protection Advisor

5 months ago


Camberley, United Kingdom Connells Group Full time

We are looking for a **Trainee Protection Consultant** to join the** Dynamo** team in **Camberley**.

The purpose of the role is to identify client protection needs and shortfalls, research the market for suitable products and make appropriate recommendations.

**Duties and Responsibilities of a Trainee Protection Consultant**
- Contacting hot/warm leads provided by the company.
- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims with regard to their protection requirements.
- Analysing information and preparing plans best suited to individual client’s requirements.
- Researching information from various sources.
- Providing clients with information on new and existing products and services.
- Providing clients with recommendations.
- Assisting clients to make informed decisions.
- Liaising with product providers and 3rd parties such as doctors, health professionals, underwriters, etc.
- Meeting sales targets.
- Keeping up to date with new protection products and any changes in the law.

**Key skills and experience required of a Protection **Consultant**
- Able to generate new business in a target-driven environment.
- **Good telephone manner**, strong **relationship building** and **customer service skills**:

- Excellent verbal and written communication skills
- Positive, organised and detail oriented
- Strong attention to detail

**Benefits you will receive as a** Protection Consultant**
- Industry leading commission - no clawbacks
- 20 days a year annual leave plus all Bank Holidays and office closure between Christmas and New Year. This will increase based on length of service.
- Perks at Work - Discounts on products and services inc electrical & Travel.
- Discounts on estate agency, mortgage, conveyancing and surveying services.
- Access to Lifeworks 24hr, 7 days per week Employee Assistance Programme.
- Nuffield Health Screening - discounted medical assessment to provide an in depth picture of your health.
- Nuffield Gym discount - 20% on memberships at Nuffield Health & Fitness clubs across the UK.
- Company Pension and death in service.

**Countrywide Mortgage Services are part of the Connells Group**, one of the largest and most successful **estate agency** and **property services** providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines **residential sales** and **lettings** expertise with a range of services including **new homes**, **mortgage services**, **surveying**, **conveyancing** and more

MS01223

Job Reference: MS01223



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