Protection adviser

Protection adviser

Job Description

  • Permanent
  • South Yorkshire, UK
  • £50,000 - £60,000 per annum, OTE UK / Year

Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.

We are seeking an experienced and enthusiastic individual to join our protection team and you must be RO5 or CeMAP qualilfied. You will be responsible for conducting high quality outbound sales calls to customers and providing regulated protection advice to them, focusing on appropriate outcomes.

Role Summary

Your performance and competence will be measured against a range of Key Performance Indicators within a regulatory framework to ensure our customers respond and go on to obtain the insurance product they require.

This is an excellent opportunity for an ambitious individual to join one of MAB’s successful and market leading mortgage brokers in the new build sector. You must have a minimum of 2 years’ experience of selling protection policies, and consistently exceeding sales targets.

You must be hardworking, flexible, an excellent communicator and willing to go that extra mile to provide a 5-star service to our clients.

Your duties will include:

  • Conduct appointments with clients in a friendly and engaging manner, communicating clearly with clients and have the ability to explain protection products in a concise way
  • Providing a written recommendation confirming the best advice to suit the customer’s needs following a comprehensive fact find
  • Be able to asses existing policies, to review and replace if required to suit customers changing circumstances
  • Be able to spot opportunities to review cover in a compliant manner ensuring that client is never knowingly disadvantaged
  • Be able to replace or recommend amendments to existing cover providing documented reports to fully explain changes to cover
  • Be able to provide quotations for personal & family protection and explain recommendations at a level the client understands or requires

What you will get in return:

  • Admin support to progress your client’s cases through to completion
  • Quality leads sourced and forwarded per month from the in-house team
  • Full training on Systems used for protection sourcing
  • Generous self-employed package and uncapped earnings OTE £50K
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