Protection Consultant

TN United Kingdom; Colchester; On-site; GBP 20,000 - 30,000; Full time

Job summary

An established industry player is looking for motivated Protection Advisors to join their dynamic team in Colchester. In this role, you will engage with clients to conduct thorough reviews of their financial and protection needs, analyze information, and prepare personalized plans. You'll stay abreast of market trends and help clients make informed decisions regarding their financial protection. This is an exciting opportunity to thrive in a busy environment while contributing to a growing financial services organization that values your expertise and dedication.

Qualifications

• Experience in financial services, banking, or insurance sectors.
• Ability to thrive in a busy environment.

Responsibilities

• Conduct in-depth reviews of clients' financial circumstances.
• Prepare tailored plans to meet individual client needs.
• Stay updated with market trends and legislation.

Skills

Financial Services Experience

Client Communication

Analytical Skills

Sales Skills

Education

Professional Qualifications

Job description

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Protection Advisor Position - Colchester

We are seeking two motivated Protection Advisors to join a successful and growing financial services organization in Colchester.

Responsibilities include:

1. Speaking with clients and conducting in-depth reviews of their financial and protection circumstances.
2. Analyzing information and preparing tailored plans to meet individual client needs.
3. Staying updated with market trends, new legislation, and products.
4. Helping clients make informed decisions regarding their financial protection.

Candidate requirements:

• Experience in financial services, banking, or insurance sectors, with a background in offering advice or selling protection, insurance, or mortgage products.
• Professional qualifications are preferred but not essential.
• Highly motivated with the ability to thrive in a busy environment.

Compensation: A competitive basic salary of £20,000 - £30,000 plus an excellent commission structure.