Protection Review Consultant
2 weeks ago
We are seeking a skilled Protection Review Consultant to join our team. As a Protection Adviser, you will work closely with our clients to understand their financial goals and develop tailored plans to help them achieve those objectives. You will provide protection reviews to all new mortgage enquiries and conduct annual reviews with existing clients. Your role will involve accurate data entry, electronic filing, and a meticulous approach to paperwork. A clear, concise, polite, and reassuring telephone manner is crucial.
Responsibilities
The key responsibilities of this role include:
- Providing protection reviews to all new mortgage enquiries
- 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
- Accurate data entry/electronic filing
What We Offer
This is an exciting opportunity to join our dynamic team and contribute to the growth and success of our business. We offer a highly competitive salary of £65,000+, free parking, pension scheme, and flexible hours.
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