Protection Adviser

Location Macclesfield
Discipline: Financial Advisers
Job type: Permanent
Salary: £30000-35000
Contact name: Jon Minns

Contact email: jon@bondrec.co.uk
Job ref: 264
Published: 3 days ago
Startdate: ASAP

Bond Recruitment is proud to be recruiting an employed Protection Adviser to offer Protection and Insurance advice to clients as part of a thriving Mortgage Brokers working from their modern offices in Macclesfield, offering a basic salary of £30,000- £35,000 together with an uncapped bonus.

You will work closely with their team who will provide you with high-quality leads from clients typically going through the mortgage process or who already have a mortgage in place.

Your primary focus will be providing insurance (Life, Critical Illness & Income Protection) options across the whole of market based on the clients’ requirements and needs to protect their finances and family.
This role will provide high rewards for a driven individual.

Key responsibilities for this role would include:

  • Provide expert advice on insurance products across the whole of market

  • Engage with clients to understand their individual protection needs and financial circumstances

  • Recommend suitable solutions to clients tailored to their requirements

  • Effectively manage a pipeline of leads, converting them into successful sales

  • Build and maintain strong relationships with clients, establishing trust and credibility

To apply for this Protection Adviser role, you will need previous experience in a similar role within the financial services industry. You will also have the following:

  • A track record of meeting or exceeding sales targets

  • Driven and motivated to work hard to achieve great results

  • Sound knowledge of protection and insurance products, particularly how they align with client’s mortgages

  • Excellent communication and interpersonal skills to establish rapport with clients

  • Excellent organisational skills to manage a high volume of leads and prioritise effectively

  • Confident in using modern technology tools to work efficiently.

  • The ability to work collaboratively within a team environment

What you will receive:

  • Basic £30,000- £35,000

  • Uncapped commission

  • No expectation for weekend work

  • Company pension