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Protections Consultant

  • Location:

    Camberley, Surrey

  • Sector:

    Sales

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum

  • Contact:

    Woking Branch

  • Contact email:

    woking.web@brookstreet.co.uk

  • Job ref:

    Wok/39449_1611855897

  • Published:

    about 1 month ago

  • Expiry date:

    11/03/2021

  • Startdate:

    ASAP

Job Description

My camberley based client is seeking an experienced Protections Consultant to work for an award winning well-established industry leader who has been arranging mortgages since 2006. As a large, national brokerage you benefit from close relationships with many lenders, both mainstream and niche.

uties and Responsibilities:

- Contacting hot/warm leads provided by the company.

- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims with regard to their protection requirements.

- Analysing information and preparing plans best suited to individual client's requirements.

- Researching information from various sources, including Iress.

- Explaining the different types of pure protection policies available (non-investment products only).

- Providing clients with information on new and existing products and services.

- Issuing Demands and Needs statements.

- Providing clients with recommendations.

- Assisting clients to make informed decisions.

- Helping the customer complete the protection application.

- Liaising with product providers.

- Liaising with other third parties, such as doctors, health professionals, underwriters, etc.

- Meeting sales targets.

- Follow up application process with the providers until the policy is on risk.

- Keeping up to date with new protection products and any changes in the law.

- Maintaining detailed records to comply with the Financial Conduct Authority (FCA) regulation.

Please apply today by sending your cv or please give Lisa a call on 07841 007173

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