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Protection Adviser

  • Shortlist
Location Crystal Palace , Greater London
Sector Financial Services
Salary £28,000 - £34,000 Per Annum
Type Permanent
Consultant Andy Monks
Ref 63405

I am currently working with an outstanding Mortgage & Protection brokerage who are looking for a Protection Adviser

The position will be office based when the restrictions are eased.

A competitive basic salary plus commission is offered together with benefits package.

Job Summary:     

 

  • Ensure completed business per year is £180,000
  • Referrals will be passed from other Elysian Brokers, Pedder Estate Agents
  • Keep communication open with brokers to maximise leads.
  • Chase leads regularly to obtain new business.
  • Source policies tailored to clients needs to offer sufficient protection
  • Respond to calls and e mails in a timely and professional manner
  • Maintain compliance to a high standard.
  • Progress applications within suitable timescales when further underwriting required.
  • Ensure you are empathetic towards clients when assessing medical disclosures.
  • Collate new business written and send to Mortgage Manager by 10.30am on a Monday.

*These are minimum requirements and may change from year to year.