Protection Adviser
Posted 3 days ago
- Hamilton, Lanarkshire
- Any
- External
- Expires In 3 months
RECRUITMENTiQ is working in partnership with a rapidly growing and successful Mortgage Brokerage based in South Lanarkshire who are looking to recruit Protection Advisers. This is an employed position with no expectation of self-generating leads, all leads will be provided by the firm.
Do you feel in your current position your talents and hard work are not rewarded or recognised accordingly then please keep reading as we have exactly what you've been looking for.
Our company helps our team to achieve their career goals with providing opportunities for rapid career progression and salary increases.
Role Requirements
A grounded understanding of protection products to provide suitable protection advice
Natural ability to identify opportunities will be a key to your success within this role, mainly identifying opportunities to promote protection products where appropriate
A meticulous approach to paperwork, the accuracy of data entry/electronic filing.
A clear, concise, polite, and reassuring telephone manner.
Providing protection reviews to all new mortgage enquiries
Conducting annual reviews with existing clients to ensure their existing protection package is appropriate to their needs and circumstances
Renewing policies or winning back lapsed customers
Benefits
A highly competitive salary realistic income of £65000+
Free parking
Pension scheme
Flexible hours
Required Skills
Mortgage and Finance skills
Sales background welcomed
Experience in Mortgages and Financial Planning
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Attention to detail and accuracy in financial analysis
Familiarity with mortgage regulations and compliance
Experience in Sales, Finance, Economics, Business, or related field preferred
Schedule:
Monday to Friday Work Location Hamilton, South Lanarkshire
Company Description
We are dedicated to helping individuals achieve their financial goals through straightforward and practical financial planning. Clients share their current situation and financial objectives, and we develop a tailored plan to help them reach those goals. We provide jargon-free advice and guidance to support clients in making informed decisions.
PLEASE NOTE THIS IS AN OFFICE BASED ROLE MONDAY TO FRIDAY,
TPBN1_UKTJ
Do you feel in your current position your talents and hard work are not rewarded or recognised accordingly then please keep reading as we have exactly what you've been looking for.
Our company helps our team to achieve their career goals with providing opportunities for rapid career progression and salary increases.
Role Requirements
A grounded understanding of protection products to provide suitable protection advice
Natural ability to identify opportunities will be a key to your success within this role, mainly identifying opportunities to promote protection products where appropriate
A meticulous approach to paperwork, the accuracy of data entry/electronic filing.
A clear, concise, polite, and reassuring telephone manner.
Providing protection reviews to all new mortgage enquiries
Conducting annual reviews with existing clients to ensure their existing protection package is appropriate to their needs and circumstances
Renewing policies or winning back lapsed customers
Benefits
A highly competitive salary realistic income of £65000+
Free parking
Pension scheme
Flexible hours
Required Skills
Mortgage and Finance skills
Sales background welcomed
Experience in Mortgages and Financial Planning
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Attention to detail and accuracy in financial analysis
Familiarity with mortgage regulations and compliance
Experience in Sales, Finance, Economics, Business, or related field preferred
Schedule:
Monday to Friday Work Location Hamilton, South Lanarkshire
Company Description
We are dedicated to helping individuals achieve their financial goals through straightforward and practical financial planning. Clients share their current situation and financial objectives, and we develop a tailored plan to help them reach those goals. We provide jargon-free advice and guidance to support clients in making informed decisions.
PLEASE NOTE THIS IS AN OFFICE BASED ROLE MONDAY TO FRIDAY,
TPBN1_UKTJ