Accountancy

Protection Adviser

Not Specified

GW Recruitment is proud to be supporting a leading brokers based in Doncaster, South Yorkshire who are looking for a Protection Specialist to support their expanding business. If you like the sound of leads, admin support, marketing, leading technology systems, support & development please apply.

Ideally you will have at least one year’s experience in of life insurance protection sales, covering all products phone based. RO5 qualification or equivalent is highly desirable. Additionally a fantastic attitude and a desire to excel in your career.

JOB PURPOSE

Establish and convert leads from the in house mortgage department into protection sales to meet targets as set by management in a compliant manner.
To carry-out pre filtering, fact finding and recommendations with clients to assess suitability and ultimately convert to leads to sales.
Maintain excellent customer service and engagement standards.
Work effectively on your own and within a team environment to maintain a positive approach to the business requirements.

PRINCIPLE RESPONSIBILITIES

Pre assess and filter leads into your own qualified fact find appointments
Liaise with clients via e-mail, telephone and letter to maximise business opportunities.
Have a good understanding of the protection market, including products that fit the niche areas.
Must have the ability to work on your own initiative as well as part of a team.
Work to ensure consistent delivery of excellent customer service and achievement of department and individual objectives and sales targets.
Provide support to team members when required in order to ensure consistent levels of customer service and best practice is maintained.
Updating the case management system and ensuring its accuracy.
Be aware of and follow compliance procedures and processes.
Time Management skills are required to work and adhere to deadlines.

This position is on an employed basis with a basic salary between £26,000 and £30,000 based on experience.

So if you are a Protection Adviser looking for your next role don’t delay and apply now. For any further information please contact George at GW Recruitment. Join something different that is exciting