Protection Advisor - Self Employed

Self Employed Protection Specialist with leads provided!

About the Finance Brokerage

This company prides themselves prioritising care, ensuring clients receive suitable advice and support through every step of their mortgage journey. Preparation is key in their process, enabling quick and efficient mortgage acquisition. They believe in educating their clients about mortgages and the property market to empower client decisions. Trust is fundamental to their service, and aim to assist 10,000 people over the next 20 years in mastering their mortgages.

With their head office located in Kent, all their advisors have excellent knowledge of the property market in the local and surrounding areas. They’ve earned a proud reputation for personal and honest approach, backed by a first-rate knowledge of the mortgage, financial and insurance markets.

The Protection Advisor Role
As a Protection Advisor, it will be your responsibility to guide clients throughout the protection process, helping them secure suitable protection products that are tailored to their needs and financial circumstances.

Your role will involve assessing clients' eligibility, researching protection options, offering sound advice, and facilitating the application and approval process. You will do business protection and ideally be interested in learning the wills and estate planning side of the business too.

Protection Advisor Key responsibilities

Provide expert Protection advice and guidance to clients
Helping clients secure the most suitable protection products to match financial circumstances.
Analyse and compare protection products from various providers
Keep up to date with new Protection products and changes in protection regulation
Follow strict industry rules and guidelines and ensure you give impartial and appropriate financial advice

The Protection Advisor Package

• Self employed
• Remote role - South East
• 50% split on all income (self-generated and provided leads)
• Administrative support

Protection Advisor desired skills and experience

• Experience as a Protection Advisor
• Comprehensive knowledge of Protection products
• Strong stakeholder management
• First class customer service experience
• Able to build rapport and create lasting relationships
• Self-motivated and proactive
• Desire to be an integral part of a growing business

Think that this role is right for you?
Contact us to arrange a call, we’d love to find out more about you.