Senior Protection Advisor (Hybrid, Uncapped Commission)

strukta Group Ltd; Frimley; Hybrid; GBP 35,000 - 70,000; Full time

Job summary

Michael Usher Mortgage Services in Frimley, Surrey, seeks a Senior Protection Adviser for a full-time, hybrid role. You will advise personal and business clients by phone, online and face-to-face, recommending protection solutions tailored to their needs.

Your duties include building relationships with advisers, converting leads, completing fact finds, researching products, submitting applications and maintaining CPD standards. A basic salary plus uncapped commission applies.

Qualifications

• Experience in protection, insurance or financial services required.
• Able to discuss protection products clearly and advise on solutions.
• Must be within commuting distance of Frimley office.

Responsibilities

• Maintain and build relationships with Mortgage Advisers, Commercial Advisers and introducers.
• Convert leads into written business, achieving sales and conversion targets.
• Complete thorough Fact Finds, including business structures and liabilities where necessary.
• Advise on personal and business products, such as: Life insurance, critical illness cover, income protection, family income benefit, executive income protection, relevant life, key person and shareholder protection.
• Research products across a range of providers.
• Explain complex protection arrangements clearly.
• Complete medical underwriting requirements.
• Submit applications via provider and CRM systems.
• Prepare rationale for recommendation reports.
• Pass compliant cases to admin.
• Maintain up-to-date market knowledge, maintaining minimum CPD requirements.

Skills

Protection knowledge

Sales experience

Client relationship management

Financial services compliance

Tools

CRM software

Job description

Michael Usher Mortgage Services in Frimley, Surrey, seeks a Senior Protection Adviser for a full-time, hybrid role. You will advise personal and business clients by phone, online and face-to-face, recommending protection solutions tailored to their needs.

Your duties include building relationships with advisers, converting leads, completing fact finds, researching products, submitting applications and maintaining CPD standards. A basic salary plus uncapped commission applies.