Protection Adviser

Posted 21 September by Coast Specialist Recruitment
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Protection Adviser

  • A fantastic opportunity has arisen for a Life Protection Advisor within a leading Mortgage Broker in Wokingham.
  • My client is an established business providing expert mortgage and insurance advic
  • Due to their continued success and further growth they are seeking an ambitious, forward thinking, professional and diligent Protection Adviser to join the business.


  • The purpose of the role is to provide non-regulated protection policies for new and existing clients.

Person Specification

  • Previous Protection advising experience is essential.
  • Proven sales experience.
  • Able to service existing clients.
  • Have good all round technical knowledge.
  • Good working knowledge of compliance requirements.

Key Responsibilities

  • Provide advice on non-regulated protection policies to new and existing clients.
  • You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone.
  • You will need to gather information about client’s financial circumstances to enable appropriate advice to be given.
  • Maintain client relationships and be customer focused.
  • Be proactive and enthusiastic in your approach.
  • Adhere to working practice of a compliant environment.
  • Meeting clients in appointments.
  • Achieving business targets.
  • Liaising with estate agency colleagues to provide feedback on success of appointments and progress of clients in tracking.
  • Tracking clients following completion of appointments.

Reference: 35231590

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