Protection Advisor

at  Leaders Romans Group

Job Title: Protection Adviser
Brand: Mortgage Scout
Salary: Competitive Salary Package
Locations: HQs in Wokingham and Bromley, with a UK wide branch network from which adviser staff are based.
Hours: Monday to Friday from 8:30am to 6pm, Saturdays 9:30am to 4:30pm (Saturdays are on a rota, 1 in 4 day off in lieu for working a Saturday).

SKILLS REQUIRED:

• Fully CeMAP qualified (or equivalent)
• Exceptional organisational skill.
• Exceptional communication skills with the ability to build strong relationships with customers
• Have a proven track record in achieving and exceeding targets and expectations
• Possess a professional and flexible attitude, driven and passionate about mortgages & protection
• The successful applicant will be subject to a DBS Check
• Experience of working in a high-productivity, customer-focused environment.
• Expert knowledge of the mortgage and protection markets.
• The ability to build relationships with the estate agency team and other departments.
• Business development skills.
• Must have experience arranging multi-benefit protection, including but not limited to. Life assurance, Critical illness cover (level/decreasing), Family income benefit, Income protection.

PROPOSITION AND KEY RESPONSIBILITIES:

Do you want to work for a market leading, award-winning financial services business, within an estate agency group? Mortgage Scout (part of LRG), have provided clients with access to the right mortgage deals for them through a trusted, award-winning service since 2003. With ambitious growth plans and significant lead introducer partnerships, Mortgage Scout are looking for talented and hard working individuals to join the business. . We employ professionals with the ability to develop an expert industry knowledge whilst demonstrating a sincere attitude towards customer care. Above all, we expect you to make our clients’ mortgage journey simple and stress free.

DUTIES WILL INCLUDE:

• Advising on and arranging pure protection / life insurance products, through growing and maintaining a client base from Mortgage Scout / LRG - introduced clients.
• Demonstrating the highest standards of protection advice and customer service, whilst optimising protection sales potential with a proactive approach to business development.
• Developing relationships with colleagues within Mortgage Scout and our estate agency partners, to maximise lead generation.
• Working closely with your dedicated administrator to ensure that cases moves from the point of application to on risk in a timely fashion, to deliver the best customer outcome.