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Protection and Mortgage Advisor (Phone Based) - Excellent Opportunity!

Posted 23 February by CCR Recruitment & Selection Easy Apply Ended

Protection and Mortgage Advisor - Excellent Opportunity


Location: SWINDON

My client based in Swindon is one of the largest financial advice networks UK which has been going for +40 years and they are looking for an experienced Protection and Mortgage Consultant to join their growing team.

Reporting to the Centralised Services Manager, the primary purpose of the Protection Adviser is to present protection options to existing customers where an opportunity has been identified.

  • Live referrals will be delivered via a hotkey process.
  • Outbound calling may be required to follow up and convert existing pipeline leads.
  • The Protection Adviser will be responsible for all aspects of the sale up until advice is placed 'onrisk’.


  • To demonstrate an excellent and comprehensive up to date knowledge of existing protection product suite.
  • Working in partnership with the Customer Engagement team to convert viable leads and Maximise transfer (and ultimately advice) opportunities.
  • To identify customer needs and provide accurate and compliant advice relevant to customer’s individual situation through professional and confident communication.
  • To follow up pipeline cases pro-actively and timely to establish a case resolution (be that Advice or close or referral back to Customer’s Adviser)
  • Diary management and contact scheduling.
  • Update the clients point of sale/CRM system to track activity.
  • Where required, handle customers across different platforms, including Social Media, Email, Live Chat and Telephony


  • Knowledge of Financial Services products including Protection, GI and Mortgages is essential
  • CF1 or equivalent qualification desirable
  • A clear communicator who can engage customer over the phone
  • Proven track record as a telephone based Adviser, exceeding quality and income targets
  • Exceptional telephone sales skills
  • Ability to work to pre-determined deadlines in a fast paced, target driven environment
  • A professional individual with ability to uses own initiative
  • Self-motivated with ability to work within a team
  • A results orientated individual with drive, determination and a great deal of integrity

Required skills

  • Insurance
  • Life Insurance
  • Mortgage Advisor
  • Protection Products
  • Sales

Reference: 34052678

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