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Protection Adviser

THE OPENWORK PARTNERSHIP
Job LocationSutton Coldfield
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

The Recruitment Team at the Openwork Partnership are looking for an experienced Protection Adviser to provide high quality protection advice to clients.You will be provided with leads from a number of existing Mortgage Advisers and will be joining a firm with a well-established brand, an excellent reputation in the market, and a business which offers flexible working, superb benefits and supports its teamof Mortgage and Protection Advisers to really thrive and meet their potential.Working for one of our outstanding Mortgage and Protection firms, based in the Midlands, this is a remote role, and as such, you could be based anywhere in England, though some travel to the Midlands, for team meetings, may be required from time to time.Crucially, you will be quality focused, passionate about the importance of great protection advice, hardworking, and willing to go the extra mile to provide a 5-star service to clients.The role is varied and will evolve over time but key day to day duties will include:

  • Contacting prospective customers who have been referred by mortgage advisers, regarding their specific protection needs
  • Conducting appointments with clients in a friendly and engaging manner
  • Providing thorough quotations for all client protection requirements
  • Explaining protection products in a concise way and elucidating recommendations at a level each client understands
  • Providing a written recommendation to confirm the best advice to meet the client requirements, following a comprehensive fact find
  • Assessment and review of existing policies based on changes of circumstances
  • Making recommendations and amendments to existing cover when required
  • Working to gain referrals and to expand your flow of leads by making effective connections
  • Ensuring thorough compliance at all times, keeping accurate records and providing documented reports
What the role offers in return:
  • Generous commission splits and an OTE in excess of £50,000 in year one
  • An ongoing supply of quality leads from a team of existing and well-established mortgage advisers
  • Flexible hours and really flexible and progressive working environment
  • Generous payment for any wealth referrals made
  • Administrative support service to progress your client’s cases through to completion
  • Full training on IT and systems used for sourcing and reporting
This is a great opportunity for an experienced Protection Adviser to join a thriving an innovative team with exciting plans to develop and grow.Apply without delay by sending your CV or get in touch for more information.

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