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Self-employed Protection Adviser

4 months ago


Gloucester, United Kingdom Dupree Mortgage Solutions Full time

**Location**: Remote (with option to work in our Gloucester office)

**Company Overview**:
Dupree & Co. is a mortgage and insurance advisory firm based in Gloucester. With over 20 years of expertise, we have helped thousands of people in their journey to home ownership. We pride ourselves on our comprehensive service, including a strong focus on customer protection through life insurance, income protection, and critical illness insurance. Our dedicated team of protection advisers plays a crucial role in ensuring our customer's financial security and peace of mind.

**The Opportunity**:
**Key Responsibilities**:

- Conduct video meetings with customers to understand their insurance needs, focusing on life insurance, income protection, and critical illness insurance.
- Analysing customer’s financial situations and provide tailored advice on protection products that best meet their needs.
- Maintain up-to-date knowledge of the insurance market, including products and regulations, to offer the best advice.
- Develop and maintain strong relationships with customers, offering exceptional service that encourages referrals and repeat business.
- Work collaboratively with our mortgage advisers to ensure a seamless service experience for our clients.
- Adhere to all regulatory compliance requirements and ethical standards.

**Requirements**:

- A minimum of 1 year of experience in protection advice.
- Exceptional interpersonal and communication skills, with the ability to build trust and rapport with customers.
- Proven track record of achieving targets and delivering outstanding customer service.
- Self-motivated with a strong work ethic and the ambition to grow your customer.
- Access to a home office setup as this role offers the flexibility to work from home.
- Relevant professional qualifications (e.g., CeMAP) would be advantageous but not essential.

**What We Offer**:

- The chance to be part of a reputable and supportive team, committed to professional development and success.
- Access to a wide range of potential customers through our established mortgage customer base.
- Flexible working conditions, allowing you to work from home and manage your own schedule.
- Competitive commission structure with the potential for significant earnings.

**Application Process**:
Dupree & Co. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

**Application Deadline**: 18.05.24

Pay: £1.00-£50,000.00 per year

**Benefits**:

- Free parking
- On-site parking
- Work from home

Schedule:

- Monday to Friday
- Weekend availability

Supplemental pay types:

- Commission pay

Work Location: Hybrid remote in Gloucester, GL2 2AT

Application deadline: 18/05/2024
Reference ID: JG/2024/01