Protection Broker
1 week ago
Protection Adviser / Protection Broker - London
Our client is a prestigious, market-leading brand renowned for their meticulous approach and premium service in financing private and commercial property transactions worldwide.
Due to ongoing successes, our client is expanding their insurance team. They are seeking an experienced Protection Adviser with a background in working with Mortgage Brokers.
Responsibilities:
- Contact all opportunities referred from the mortgage team.
- Meet the objectives and targets set in the annual business plan.
- Complete a full Fact-Find on the CRM system to establish the client’s finances and future needs, ensuring a client-centric approach.
- Clearly explain services to potential clients, including regulatory status as per terms of business.
- Provide clients with all required documentation as per the sales process.
- Collect and authenticate all documents supporting advice and recommendations before submitting to providers.
- Attend weekly sales team meetings and monthly/quarterly results meetings to present results to your sales manager.
- Submit fully completed cases on the CRM system with supporting documentation within three working days.
- Ensure all client communication is documented on the CRM system for a full audit trail.
Key Requirements:
- 2+ years of experience in a protection insurance / life insurance broker role.
- Professional and helpful communication skills, both face-to-face and on the telephone.
- Strong English grammar and spelling, with attention to presentation.
- Dedication, loyalty, diligence, and efficiency. Punctual and well-organized.
- Well-presented with a clear speaking voice.
Package:
Basic salary of £36k (Negotiable for candidates with a strong track record)
Uncapped monthly commission structure
Pension, PMI
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