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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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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...
Protection Adviser
2 weeks ago
The 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. 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 the customer’s individual situation through professional and confident communication. To proactively follow up pipeline cases promptly 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 | 1+ year(s) of 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-oriented 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 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. We invest heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We’re proud of our culture and are committed to building an inclusive environment where you can balance a successful career with your commitments and interests outside of work. We also offer a highly attractive benefits package including a competitive base salary, an industry-leading annual bonus, enhanced pension, critical illness cover, income protection and a range of other flexible benefits. Seniority level Entry level Employment type Full-time Job function Other #J-18808-Ljbffr
