Protection Advisor

2 months ago


Farnborough, United Kingdom CV-Library Full time

My client is seeking an experienced Advisor to provide professional protection advice and guidance following the Wealth Management sales process and within regulatory guidelines.

* To advise and arrange personal and business protection related products obtaining a full analysis of the clients’ needs and constructing an appropriate solution, reporting the recommendation standard.

* Deal courteously and efficiently with any matters concerning clients/introducers/lenders or other product providers.

* To engage with new leads and new customers efficiently and protectively. Review existing client’s circumstances and address as appropriate.

* Ensure that 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.

* To be able to 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 the customers.

* Close the sale, handling customer objections where appropriate.

* At all times operate within the FCA compliance requirements.

* Maintain an excellent level of data accuracy/integrity within our CRM system (Salesforce or FLG experience is desirable).

* To have a flexible approach to working hours to meet customer and business leads.

* To carry out other any adhoc tasks/responsibilities as set out by Management

The ideal candidate will:

* Be a self-starter, organise and structure time and priorities to meet the business and customer needs.

* Make yourself available to work outside normal office hours to meet the demands of the customer.

* Resilience to process/procedure change

* Maintain the highest level of professionalism.

* Meet and exceed sales expectations.

* Proactively approach customers to ensure their needs are met throughout the buying process.

* Ensure each clients’ needs have been evaluated and recommendations made.

Required skills:

* Evidence of strong client review scores (eg. Google reviews / VouchedFor etc)

* Farming an existing book of clients (Active / Live cases)

* Undertaking annual reviews

* Clients referred from business.

* CII R01 and RO5 qualified, otherwise will need to pass within 3 months of accepting offer



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