- Position: Protection Advisor
- Industry: Accounts > Finance
- Location: Grantham, Lincolnshire
- Job Type: Full Time, Permanent
- Salary: £Attractive
Grantham, Full Time, Permanent
££attractive plus bonus scheme
Our Grantham based client are seeking a highly motivated Protection Advisor who is looking for a new challenge to join their established and busy team.
With an appetite for converting sales leads, you will also have great communications skills and a passion for maintaining a high level of client care.
As Protection Advisor, your responsibilities will include, but are not limited to:
- Support a team of Mortgage Advisors by providing professional advice to clients in respect of their protection policy requirements
- Carry out fact-finding with clients with a view to offering recommendations following confirmation of suitability
- Meet and exceed targets from leads that have been provided by converting them to sales
- Maintain compliance at all times
- Updating client records maintaining accuracy at all times
- Maximise opportunities with clients via phone, email and letter
- Establish and convert leads from various sources in order to meet set targets
As a Protection Advisor you will have relevant experience in a similar role and possess the following:
- Ideally possess a CeMap qualification
- Have a good understanding of the protection insurance market
- Great communication skills both written and verbal
- Strong time management skills and the ability to remain calm under pressure
- A minimum of one year’s experience in a similar role
- The ability to work on own initiative and as part of a team.