Protection Advisor

The Mortgage Brokerage based in Northern Ireland has a well-established brand, dedicated training and support, exceptional lead sources, an excellent industry reputation and offers an incredible amount of flexibility to their team of Mortgage and Protection Advisors.

As a Protection Advisor for the Brokerage, you will set your own schedule with clients and the estate agencies you cover, with the remaining days to be worked either from home or the office if you choose. Flexibility is part of the culture of the business; therefore, the mortgage brokerage is looking for protection advisors that can achieve set objectives and successfully manage their own time.

The Protection Advisor Role
As a Protection Advisor for the brokerage, you'll be provided with leads through the estate agencies you’ll be supporting, a network of introducers, an existing client book and direct enquiries.
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.

Protection Advisor Key responsibilities

• Provide expert Protection advice and guidance to clients
• Helping clients secure the most suitable protection products
• Tailored Protection products to match financial circumstances.
• Assess clients' financial information, creditworthiness, and eligibility
• Analyse and compare protection products from various providers
• Follow industry rules and guidelines and ensure you give impartial and appropriate financial advice

Protection Advisor package options;

• Basic Salary: £25k + 40% Commission
• Basic Salary: £40k + 20% Commission

Protection Advisor package

• Commission 85% - Leads Provided
• Commission 85% - Leads Self-Generated

Additional information

• Laptop & Phone provided
• Opportunity to transition from Employed to Self-Employed
• Charity parties and industry events

Protection Advisor; Desired skills and experience

• Experienced Protection Advisor
• Protection sales track record
• Able to build rapport quickly and create lasting relationships
• Organised, professional and punctual
• Provide outstanding customer service
• Self-motivated and proactive

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