Company

Merje LtdSee more

addressAddressLancashire, England
type Form of workPermanent, full-time
salary Salary£30,000 - £32,000 per annum
CategoryBanking

Job description

Protection Advisor    

Mon-Fri - 9am-6pm Full time permanent

Salary: £30k - £32K OTE £70K

Location: South Manchester

Protection Advisor Purpose:

This is an amazing opportunity for an experienced telesales advisor to join an established team responsible for selling a range of protection insurance products. You will establish customer needs and sell suitable products to meet those needs ensuring the right customer outcome is achieved.

Protection advisor Responsibilities:

  • Convert client enquiries to policies for prospective clients over the phone
  • To generate business equal to or in excess of monthly target
  • Providing every client with an exceptional customer service level and ensure TCF and best customer outcome is achieved
  • To use all data to maximise sales
  • Provide the client with the best possible advice
  • To ensure the client provides all relevant documentation and is chased up for this where required
  • To work and administer workflows, diaries and chase calls within required timescales
  • Ensuring maximum revenue is collected by the business
  • Dealing with all clients in a positive and professional manner
  • To give feedback / ideas on how processes can be improved / made more efficient
  • To act in a professional manner and deliver excellent customer service at all times
  • Deal with any client queries as required
  • Ensuring computer records are kept up to date
  • To undertake any other duties that fall within the scope of this job

Ideal Skills:

  • RO5 Qualified 
  • 2 years' experience within Financial Services/Life insurance 
  • Experience in Protection Insurance products
  • Quick thinking
  • Dedicated
  • Strong people skills
  • Pro-active
  • Thinks 'outside the box' to service clients and achieve targets
  • Highly customer focused
  • Self-motivated
  • Ability to work towards and exceed targets
  • Excellent Communicator
  • Ability to work under own initiative or as part of a team
Refer code: 2696877. Merje Ltd - The previous day - 2024-02-03 19:36

Merje Ltd

Lancashire, England
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