Trainee Protection Insurance Adviser

Capricorn Financial Consultancy; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

Join Capricorn Financial Consultancy as a Trainee Protection Insurance Adviser and tap into a lucrative, commission-based sales role. Work in a dynamic team environment within our thriving London office, utilizing provided leads to drive your success in the protection insurance market. Gain potential qualifications and grow into management roles while delivering exceptional service to clients in need of financial protection.

Benefits

Extensive ongoing training and development

Access to advanced technology and resources

Fast-paced and vibrant office culture

Qualifications

• Prior knowledge of the UK Protection insurance market is ideal but not essential.
• Sales-based experience and hunger to succeed are required.
• Must be proactive and confident.

Responsibilities

• Account manage a team of introduced advisers for lead generation and results.
• Handle protection insurance client inquiries efficiently and effectively.
• Stay organized in a fast-paced sales environment.

Skills

Communication

Account Management

Sales Experience

Attention to Detail

Education

RO5 Qualification

Job description

Trainee Protection Insurance Adviser – Commission based/Self Employed

Full time/office based in Hammersmith

We at Capricorn Financial, are at the top of our industry, fast-paced and fast growing. We are the largest independent mortgage brokerage in London, and also have offices in Singapore, Hong Kong, Shanghai and Dubai, and we are looking to further strengthen our UK team with top talent.

We specialise in assisting UK and non-UK residents to obtain mortgage financing for their UK property purchases and offering protection insurance to those clients.

This is a Commission Only Sales Role, which will involve dealing with a wide range of clients including Hnw and Uhnw, we work alongside over 150 of London's top estate agents and property developers and offer advice on the mortgage and house buying process to their buyers, we also have an extensive list of partner companies around the world.

In addition to the experience of working for a company that delivers some of the best results in the industry, there is also the capacity for you to learn, gain additional qualifications, and transition into a specialist or management role over time.

Why Capricorn?

• You will have a large team of Mortgage Advisers generating mortgages every month and there will be secondary needs from these sales. There is plenty of opportunity for business and typically you could get £1,000 in your pocket for every policy sold! There is no cold calling, and a regular supply of hot leads provided to you and an opportunity to convert business for a product that clients already need!
• As part of Openwork, one of the largest financial advisory networks in the UK, we have access to a comprehensive range of protection products across the market.
• Extensive and ongoing training and development.
• Access to the best technology, training and resources.
• Fast-paced vibrant office.
• Working alongside industry experts.

What we look for?

• Have knowledge of the UK Protection insurance / insurance market or similar would be ideal but not essential.
• The ability to account manage a team of Capricorn advisers who will be your introducers, working with them to receive great leads and deliver great results.
• Sales based experience and a hunger to succeed.
• Ability to handle multiple tasks and prioritise to meet deadlines.
• Be confident, resourceful and proactive.
• Have excellent communication skills both written and verbal.
• Excellent attention to detail.
• Ability to work efficiently and effectively in a fast-paced environment.

Protection Advisers would need the RO5 qualification prior to joining, however, we can take you through the interview process without it.

Realistic OTE’s year on year are as follows:

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Other

• Industries

  Investment Management

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