Protection Specialist

4 weeks ago


Leeds, Leeds, United Kingdom THE OPENWORK PARTNERSHIP Full time
Protection Adviser Job Opportunity

We are seeking a skilled Protection Adviser to join our team at THE OPENWORK PARTNERSHIP. As a Protection Adviser, you will play a crucial role in providing expert advice to clients on protection products, ensuring they have the right coverage in place to safeguard their financial well-being.

Key Responsibilities:
  • Contacting prospective clients to discuss their protection needs and provide personalized advice
  • Conducting appointments with clients to explain protection products and provide recommendations
  • Providing thorough quotations for client protection requirements and explaining complex products in a clear and concise manner
  • Assessing and reviewing existing policies to ensure clients have the best possible protection in place
  • Working to expand your client base and generate new leads through effective connections and referrals
  • Ensuring thorough compliance with regulatory requirements and maintaining accurate records
What We Offer:
  • A competitive commission structure with an OTE in excess of £50,000 in year one
  • A comprehensive administrative support service to help you progress client cases
  • Full training on IT systems and reporting tools to ensure you have the skills and knowledge to succeed
  • A dynamic and supportive team environment with opportunities for growth and development

If you are a motivated and customer-focused individual with a passion for protection and financial services, we encourage you to apply for this exciting opportunity.



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