Protection Specialist

1 week ago


Hamilton, United Kingdom RECRUITMENTiQ Full time
Protection Specialist

We are seeking a Protection Specialist to provide suitable protection advice to clients and promote protection products where appropriate.

Key Responsibilities:
  • Conducting annual reviews with existing clients to ensure their existing protection package is appropriate to their needs and circumstances.
  • Reneewing policies or winning back lapsed customers.
Requirements:
  • A grounded understanding of protection products.
  • Natural ability to identify opportunities to promote protection products.
  • Meticulous approach to paperwork and data entry/electronic filing.
  • A clear, concise, polite, and reassuring telephone manner.
Benefits:
  • Competitive salary: £65,000+ (£83,000/year for 40 hours/week).
  • Pension scheme.
  • Flexible working hours.

The role requires a Monday to Friday schedule from 9am to 5pm. We help individuals achieve their financial goals through straightforward and practical financial planning. Our experienced advisors provide jargon-free advice and guidance to support clients in making informed decisions.


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