Protection Adviser
Are you a qualified Protection Adviser, who is looking to take their career to the next level and beyond? Are you doing your own lead generation? Not getting enough leads? Unqualified leads and low conversion? Not earning enough? Poor work/life balance? No career progression?
About the Company
James Leighton Financial Services Ltd is a Top 50 mortgage producer nationally and ranks in the Top 5 of new build specialists. We are looking for two highly organised individuals who can bring their experience into our Protection Advice Team. The successful candidates will need to be able learn and adapt very quickly in order to get up to four appointments per day. All appointments are booked for you and clients have already agreed to use our service. Core documents including ID, income, bank statements, deposit proofs and a draft fact-find are provided pre-appointment. Our Case Management department support you and your customers throughout the entire protection process.
About the Role
The successful candidates will need to possess exemplary communications skills, given the cultural and demographical variation of our clients, whilst also having an incredible eye for detail and a “right-first-time” approach. James Leighton Financial Services Ltd is one of the fastest growing mortgage brokerages in the UK and as such has unlimited career progression opportunities. This role should also be seen as a gateway to team and divisional management pathways.
Qualifications
- Either:
CII Exams – Min of one of :CF1/FPC1/RO1/RO5
or
LIBF exams – Min of one of : CEFA1/CEMAP1/FSRE
- CAS status ideal but not essential
Required Skills
- Experience of pure protection sales
- Unfazed by, and experience of, a fast-paced, deadline-driven and telephone-based working environment
- Excellent problem-solving skills
- First-class inter-personal, customer handling and influencing skills
- Expert communicator; both written and verbal
- Full UK driving license preferred due to regular office attendance required
- Able to demonstrate and evidence that they embody our Core Values:
Positive – Dependable – Flexible – Respectful – Honest
Practicalities
- Monday to Friday (40 hrs per week) with flexibility to work weekends
- Occasional weekend overtime available
- Hybrid role once fully trained
- 3-4 protection appointments per day
- Home insurance referred
Key objectives
- Deliver a great service and first-class customer outcomes
- Maximise same day submissions
- Achieve 95%+ error-free, right-first-time, provider submissions
- Receive great customer reviews
- Maximise diary capacity
Remuneration & Terms
- Permanent & full-time role
- Basic Salary £30,000 Realistic OTE £45,000-£70,000 uncapped; dependent on experience
- 20 Days holiday, increasing by 1 day per annum of service up to a maximum of 25 days + Bank Holidays
- 9 months’ probation
- NEST pension
- Core Values bonus scheme
- Biannual Employee Awards scheme with voucher prizes
- Regular social events
- Enhanced staff referral commission
Inclusion & Diversity
Our mission is to welcome everyone and create inclusive teams. We celebrate difference and encourage everyone to join us, and be themselves at work
How to Apply
- Please send your CV and a cover letter detailing your experience and why you would be a perfect fit for this role to vikki.jenson@quilter.com or get in contact with us by calling 07827 181902
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