Protection Adviser
2 weeks ago
The opportunity Reporting to the Partnership Services Team Leader, the primary purpose of role is to proactively own and manage high quality protection and GI advice following the Openwork Sales Process guidelines. Managing communications with clients, advisers, and 3rd party contacts. Follow workflows and accurate complete CRM and submission records. This is a high performance, high profile, sales focused role. Key Accountabilities To demonstrate an excellent and comprehensive up to date knowledge of existing Openwork Protection & GI product suite. To identify customer needs and provide accurate and compliant advice relevant to customer’s individual situation through professional and confident communication. To pro-actively follow up pipeline cases proactively and timely to establish a case resolution Ensuring that all cases follow the Openwork’s T&C Framework. To be responsible for the end to end advice process. What will you need to succeed Essential | 1yrs+ experience in Protection advice Desirable | RO5 or equivalent (Studying for) Desirable | GI sales experience A clear communicator who can engage clients over the phone Proven track record as a protection adviser, exceeding quality and income targets Exceptional telephone sales skills Ability to work to pre-determined deadlines in a fast paced, target driven environment Self-motivated with ability to work within a team A result orientated individual with drive, determination and a great deal of integrity Knowledge of Financial Services products and advice guidelines including Protection is essential Essential | Customer engagement skills (including questioning, probing, listening, establishing rapport, matching and closing) Listening and being able to build relationships at point of contact Demonstrate real enthusiasm and have a persuasive ability Self-motivated and organised Punctual and reliable Flexible in working hours Why us? We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2021. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it. On top of offering a modern workplace with bags of development opportunities, we also offer a highly attractive benefits package to reward you for your hard work. This includes a competitive base salary, an industry-leading annual bonus, enhanced pension, critical illness cover, income protection and a range of other flexible benefits. #J-18808-Ljbffr
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Protection Adviser
5 days ago
Swindon, United Kingdom The Openwork Partnership Full timeJoin to apply for the Protection Adviser role at The Openwork PartnershipWe’re on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We’re looking for an experienced Protection Adviser to join our employed team, supporting our growth ambitions for the future.Reporting to the Partnership...
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Protection Adviser
2 weeks ago
Swindon, United Kingdom The Openwork Partnership Full timeThe opportunity Reporting to the Partnership Services Team Leader, the primary purpose of this role is to proactively own and manage high-quality protection and GI advice following the Openwork Sales Process guidelines. Managing communications with clients, advisers, and 3rd party contacts. Follow workflows and accurately complete CRM and submission records....
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Protection Adviser
2 weeks ago
Swindon, Swindon, United Kingdom The Openwork Partnership Full time £20,000 - £40,000 per yearWe're on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We're looking for an experiencedProtection Adviserto join our employed team, supporting our growth ambitions for the future.Reporting to the Partnership Services Team Leader, the primary purpose of this role is to proactively own and...
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Protection Adviser
2 weeks ago
Swindon, Swindon, United Kingdom Openwork Full time £30,000 - £40,000 per yearWe're on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We're looking for an experienced Protection Adviser to join our employed team, supporting our growth ambitions for the future. Reporting to the Partnership Services Team Leader, the primary purpose of this role is to...
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Protection Adviser
1 week ago
Swindon, Swindon, United Kingdom Openwork Full time £36,000 - £48,000 per yearWe're on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We're looking for an experienced Protection Adviser to join our employed team, supporting our growth ambitions for the future. Reporting to the Partnership Services Team Leader, the primary purpose of this role is to...
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Swindon, United Kingdom The Openwork Partnership Full timeA leading financial advice firm in the UK is looking for a passionate Protection Adviser to join their team. This role involves delivering high-quality protection advice, engaging with clients professionally, and managing cases from start to finish. Candidates should have at least a year of experience in protection advice, excellent communication skills, and...
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Swindon, United Kingdom Appcastenterprise Full timeJust Mortgages is part of **Spicerhaart: the UK’s largest Independent Property Group.**With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. Its well-established Self-Employed Division are looking for experienced and **Self-employed...
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Swindon, United Kingdom Spicerhaart Full timeOverview: Just Mortgages is part of **Spicerhaart: the UK’s largest Independent Property Group. **With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. Its well-established Self-Employed Division are looking for experienced and...
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Self Employed Mortgage and Protection Adviser
2 weeks ago
Swindon, Swindon, United Kingdom Dev Full time £50,000 - £250,000 per yearCompany Description Jobs for Humanity is dedicated to building an inclusive and just employment ecosystem. Therefore, we have dedicated this job posting to individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Ethnic Minority, and the Previously Incarcerated. If you identify with any of the following...
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Swindon, United Kingdom The Openwork Partnership Full timeA leading financial services firm in Swindon is seeking a Protection Adviser to excel in delivering high-quality advice and managing client relationships. The role demands strong communication and sales skills along with a proven track record in protection advice. As part of a growing team, you'll benefit from a dynamic workplace that offers development...
