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Protection Specialist

1 month ago

Farnborough, Hampshire, United Kingdom Hawk Brown Recruitment Full time

Job Title: Protection Specialist

Hawk Brown Recruitment is seeking an experienced Protection Specialist to provide professional protection advice and guidance following the Wealth Management sales process and within regulatory guidelines.

Key Responsibilities:

  • Advise and arrange personal and business protection related products, obtaining a full analysis of the clients' needs and constructing an appropriate solution.
  • Deal courteously and efficiently with any matters concerning clients, introducers, lenders, or other product providers.
  • Engage with new leads and new customers efficiently and protectively, reviewing existing clients' circumstances and addressing as appropriate.
  • Ensure all associated administration is completed in an effective manner to meet the company's record keeping and file quality standards.
  • Develop appropriate business relationships and introducers within the area, as well as developing current introducers and referrers.
  • Deal courteously and efficiently with any matters concerning clients, introducers, lenders, or other product providers.
  • Work to a target efficiently, maximising the potential of every lead.
  • Review personal performance and maintain continuous professional development.
  • Use the systems provided to generate competitive quotes for customers.
  • Closing the sale, handling customer objections where appropriate.
  • Operate within the FCA compliance requirements.