Address
Form of work
SalaryJob Description
We are looking for a Trainee Protection Consultant to join the Dynamo team in Camberley.
The purpose of the role is to identify client protection needs and shortfalls, research the market for suitable products and make appropriate recommendations.
Duties and Responsibilities of a Trainee Protection Consultant
- Contacting hot/warm leads provided by the company.
- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims with regard to their protection requirements.
- Analysing information and preparing plans best suited to individual client’s requirements.
- Researching information from various sources.
- Providing clients with information on new and existing products and services.
- Providing clients with recommendations.
- Assisting clients to make informed decisions.
- Liaising with product providers and 3^rd parties such as doctors, health professionals, underwriters, etc.
- Meeting sales targets.
- Follow up application process with the providers until the policy is on risk.
- Keeping up to date with new protection products and any changes in the law.
Key skills and experience required of a Protection Consultant
- Able to generate new business in a target-driven environment.
- Good telephone manner, strong relationship building and customer service skills
- Excellent verbal and written communication skills
- Positive, organised and detail oriented
- IT literate (MS Office, internet, email and CRM systems)
- Strong attention to detail
Benefits you will receive as a Protection Consultant
- Industry leading commission – no clawbacks
- 20 days a year annual leave plus all Bank Holidays and office closure between Christmas and New Year. This will increase based on length of service.
- Perks at Work – Discounts on products and services inc electrical & Travel.
- Discounts on estate agency, mortgage, conveyancing and surveying services.
- Access to Lifeworks 24hr, 7 days per week Employee Assistance Programme.
- Nuffield Health Screening – discounted medical assessment to provide an in depth picture of your health.
- Nuffield Gym discount - 20% on memberships at Nuffield Health & Fitness clubs across the UK.
- Company Pension and death in service.
Countrywide Mortgage Services are part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more!
Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.
MS01533
