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Protection adviser/advisor/broker - North East

Posted 23 August by Mortgage Advice Bureau (MAB)
£25,000 - £65,000 per annum, negotiable, OTE

Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 150 awards in the past 5 years and continually growing.

We are looking for an experienced Protection Adviser to provide high quality protection advice to our clients. This will cover mortgage and family protection as well as business protection.

This is an excellent opportunity for an ambitious individual to join one of the North East's largest fee free mortgage brokers. You must have a minimum of 2 years’ experience of selling protection policies, and consistently exceeding sales targets.

You must be hardworking, flexible, an excellent communicator and willing to go that extra mile to provide a 5-star service to our clients.

Office location can be flexible between our Gateshead, Newcastle and Sunderland branches.

Your duties will include:

  • Conduct appointments with clients in a friendly and engaging manner, communicating clearly with clients and have the ability to explain protection products in a concise way
  • Providing a written recommendation confirming the best advice to suit the customer’s needs following a comprehensive fact find
  • Be able to asses existing policies, to review and replace if required to suit customers changing circumstances
  • Be able to spot opportunities to review cover in a compliant manner ensuring that client is never knowingly disadvantaged
  • Be able to replace or recommend amendments to existing cover providing documented reports to fully explain changes to cover
  • Be able to provide quotations for personal, family and business protection and explain recommendations at a level client understands or requires
  • Be able to advise on business protection, private and corporate health care solutions if required
  • Recommending and administering trusts and cross option agreements as and when required for different types of policies and situations

What you will get in return:

  • Your own Case Manager to progress your client’s cases through to completion
  • Leads vetted and booked into your diary by admin team
  • Full training on Systems used for protection sourcing
  • Generous basic salary and uncapped earnings
  • Over 25 days holiday per year

Required skills

  • CeMap Qualified
  • Mortgage Broker
  • Protection

Application questions

Are you CeMAP or equivalent qualified to give protection advice?
Do you have current protection advising experience of 2 years or more?
Do you have demonstrable proof of exceeding challenging targets?

Reference: 41316520

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