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Protections Consultant

Job LocationCamberley
EducationNot Mentioned
Salary£25,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

My camberley based client is seeking an experienced Protections Consultant to work for an award winning well-established industry leader who has been arranging mortgages since 2006. As a large, national brokerage you benefit from close relationships with many lenders, both mainstream and niche.uties and Responsibilities:- Contacting hot/warm leads provided by the company.- Conducting in-depth reviews of clients financial circumstances, current provision and future aims with regard to their protection requirements.- Analysing information and preparing plans best suited to individual clients requirements.- Researching information from various sources, including Iress.- Explaining the different types of pure protection policies available (non-investment products only).- Providing clients with information on new and existing products and services.- Issuing Demands and Needs statements.- Providing clients with recommendations.- Assisting clients to make informed decisions.- Helping the customer complete the protection application.- Liaising with product providers.- Liaising with other third parties, such as doctors, health professionals, underwriters, etc.- Meeting sales targets.- Follow up application process with the providers until the policy is on risk.- Keeping up to date with new protection products and any changes in the law.- Maintaining detailed records to comply with the Financial Conduct Authority (FCA) regulation.Please apply today by sending your cv or please give Lisa a call on

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