Protection Adviser

Quilter Financial Planning; United Kingdom; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

AI-powered tools

Supportive culture

Job summary

Quilter Financial Planning is looking for ambitious protection advisers to manage a steady stream of online and offline enquiries. The role focuses on safeguarding customers’ protection journeys, guiding them through insurance decisions, and supporting underwriting processes to ensure comprehensive cover.

Ideal candidates will have 4+ years of protection advisory experience, whole market access, and a track record of converting online enquiries.

Qualifications

• Minimum 4 years of experience as a protection adviser with whole of market or multi-provider panel access.
• Recent, proven success with online enquiries.
• Compliant (CAS preferred), with no panel strike-offs or recent, major upheld complaints

Responsibilities

• Be the guardian of customers' protection journey, including insurance and servicing.
• Support underwriting process to ensure customers are fully protected.
• Adapt sales processes to leverage AI-powered systems and maximise efficiency.

Skills

Protection adviser experience

Online enquiry success

Compliance (CAS)

Job description

An opportunity at an industry leading brokerage has become available due to new growth, they are looking for the best candidates to help support new lead streams alongside the existing established sources.

If you're a good, ambitious broker, you'll like it here.

• Loads of the right enquiries (Matching customers based on niche-channel expertise)
• Great custom-built, broker tools and AI-powered tech
• Great culture, with the team to support you

The Person

Qualifications & Experience

• Minimum 4 years of experience as a protection adviser with whole of market or multi provider panel access.
• Recent, proven success with online enquiries
• Compliant (CAS preferred), with no panel strike-offs or recent, major upheld complaints

Performance

We need advisors who care about their customers. This means being the guardian of their

protection journey, which of course includes the insurance, but also saving them from a servicing

nightmare, supporting the underwriting process, and ensuring they are

fully protected.

Core attributes

We define successful advisors as having exceptional ability in 4 core attributes: Mentality >

Selling > Knowledge > Organisation/systems.

Mentality: You will need to be self-motivated, ready to help loads of customers, and go the extra mile for people in complex circumstances. You are looking for solutions, and relish the chance to find a way for customers, however complex the situation is.

Selling: Winning web enquiries is about urgency, speed, excellent communication with a clear and professional phone manner, and the ability to build rapport with customers naturally. It is also about consistency, understanding that the right explanation and presentation of values and benefits of the service is where business is won over the long-term.

Knowledge: Your experience needs to be in more than the vanilla - be it BTL, complex income, complex credit, properties, and customers with a variety of complex needs. We work in channels and departments of expertise, triaging customers that best fit skills and experience to optimise outcomes.

Organisation/Systems: The best advisors are proficient in various systems, and are tech-savvy.

They don't need to be told how Google docs work, can share a screen without clicking around for ages, and don't accidentally speak on mute all the time! We need advisors who are happy to move with the times and make the most of our new AI-powered systems, to adapt their sales processes and embrace the efficiency on offer.

Our values are Pioneers, Accountable, Rigour, Care, and Candid.

The business

We are a team of 40+ industry experts, and are growing to help us make the most of the new opportunities we are being offered, through a variety of new and established introducers. Thanks to our ability to maximise outcomes for complex borrowers, we now work with some of the UK's biggest household brands to support their mortgage journey. With a strong history in lead generation, we know what it takes to generate and convert all manner of customers.

Brokers can waste a year picking the wrong firm, and it can be crippling financially (3 months to find a new firm and join, + 3 months to get going, + 3 months to really give it a go despite the promises being broken, + 3 months to find a new firm and join, + 3 months to get going, etc, etc)...

We won't have it.

We want total transparency, and we will ONLY take you if we think you actually have a chance to succeed. We will not be the cause of your wasted year, and we want to create the conditions for success, so that is fully on you.