Protection Consultant

CONNELLS GROUP; City Of London; On-site; GBP 60,000; Full time

Job summary

A leading property services company is seeking a Protection Consultant in London to work alongside Mortgage Only Advisers. This hybrid role demands a successful sales professional with experience in life and critical illness products. The ideal candidate will have a CeMAP qualification and a proven track record in providing outstanding customer service, along with a passion for protection products. The position offers a competitive salary and generous benefits.

Benefits

Competitive salary

Uncapped commission

Car allowance

Pension

Healthcare

Minimum 20 days holiday

Qualifications

• Minimum 2 years active protection adviser experience.
• Ability to provide excellent customer service.
• Drive and enthusiasm to succeed.

Responsibilities

• Work alongside Mortgage Only Advisers to ensure clients are suitably protected.
• Support to pick up missed opportunities from Mortgage & Protection Advisers.
• Evidence success and apply a structured sales technique.

Skills

Sales technique

Customer service

Knowledge of protection products

Education

CeMAP or equivalent qualification

Tools

Aviva protection suite

L&G protection suite

Vitality protection suite

Zurich protection suite

Royal London protection suite

Job description

Overview

Protection Consultant
We are looking for a Protection Consultant working alongside our premium Estate Agency partner – Hamptons. OTE £80k. The role is Hybrid with the ideal candidate living in London or the Home Counties. We require an experienced Protection Salesperson to work alongside our ‘Mortgage Only’ Advisers to ensure that our clients are suitably protected. You will also support to pick up missed opportunities from our Mortgage & Protection Advisers within the team.

You will be able to evidence your success and demonstrate a structured sales technique incorporating fact finding and recommendation with a detailed understanding of Life, Critical Illness and Income protection products. Ideally you will be familiar with the top providers Aviva, L&G, LV, Vitality, Guardian, Exeter, Zurich & Royal London protection suites. You will be passionate about protection and fully understand its importance, particularly in light of the upcoming Consumer Duty regulatory changes.

Responsibilities

• Work alongside Mortgage Only Advisers to ensure clients are suitably protected.
• Support to pick up missed opportunities from Mortgage & Protection Advisers within the team.
• Evidence success and apply a structured sales technique with fact finding and recommendations.

Requirements / Qualifications

• Hold full CeMAP or equivalent qualification.
• Be familiar with Aviva, L&G, Vitality, LV, Zurich & Royal London protection suites.
• Provide an excellent level of customer service.
• A drive and enthusiasm to succeed.
• Ideally minimum 2 years active protection adviser experience.

Benefits

• Competitive salary, uncapped commission (realistic Yr 1 OTE £60k).
• Leads from our Mortgage only Advisors & Hamptons colleagues.
• Minimum 20 days holiday (increasing with length of service up to 25 days).
• Car allowance, pension, healthcare and other employee benefits.
• Working – Monday to Friday (Hybrid).

About Capital Private Finance

Capital Private Finance is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.