Protection Advisor

Recruiter
Anonymous
Location
Preston
Salary
20000.00 - 22000.00 GBP Annual + Dependent on experience + Bonus
Posted
05 Aug 2019
Closes
02 Sep 2019
Sectors
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client is a highly successful financial services group. Their holistic approach enables them to provide bespoke solutions to a wide range of clients.

Due to growth they are seeking to appoint an experienced telephone based protection adviser

Supported by highly efficient and proven lead generation, coupled with back office support that is second to none you will have all the tools available to ensure you are able to produce quality sales.

Role specification

Generate sales opportunities.

Managing customer call backs and referrals

Building relationships

Maximising revenue and sales for the business where possible.

Upselling/ Cross Selling

Experience required:

Over 1 years' experience in an advised Life Insurance role and having reached competent status

High level of product and underwriting knowledge

Advised role - Speaking to customer lead enquiries, completing a thorough fact-find to determine their needs and recommending the correct products to mitigate their financial risks.

Completing paper work for customers with a keen attention to detail.

Conducting calls compliantly and professionally.

Following up on quotes and managing your time effectively

The successful candidate will have a minimum of 1 years' experience within a protection environment and have a proven background of consistently achieving targets. You will be a high-volume writer, numerate and detail conscious with excellent organisational and IT skills together with the highest levels of customer care. In addition, you will demonstrate self-motivation, a meticulous work ethic and the desire to excel.

In return the company offers an excellent training programme, a competitive remunerations package and continuous support. This is an excellent opportunity to join a forward-thinking company with plenty of opportunities for progression

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