Life Protection Advisor Mortlake

Pear recruitment
London (Greater)
Up to £45,000 per annum + Com OTE £62,000
12 Nov 2017
16 Nov 2017
Contract Type
Full Time
Life Protection Advisor – Mortlake

A fantastic opportunity has arisen for a Life Protection Advisor within a leading Financial Services Company in South West London. They are an established business providing independent financial advice to clients & their families. Due to their continued success and further growth we are seeking an ambitious, forward thinking, professional and diligent Protection Adviser to join the business.

The purpose of the role is to provide non-regulated life/protection policies for new and existing clients.

Person SpecificationPrevious Life Protection advising experience is essential.Proven sales experience.Able to service existing clients (all leads provided).Have good all round technical knowledge.Good working knowledge of compliance requirements.
Key ResponsibilitiesProvide advice on non-regulated life/protection policies to new and existing clients.You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone.You will need to gather information about client’s financial circumstances to enable appropriate advice to be given.Maintain client relationships and be customer focused.Be proactive and enthusiastic in your approach.Adhere to working practice of a compliant environment.Meeting clients in appointments.Achieving business targets.Liaising with estate agency colleagues to provide feedback on success of appointments and progress of clients in tracking.Tracking clients following completion of appointments.Working closely with our Financial Administrator’s.
If you are interested in this Life Protection Advisor position and would like to know more please email your CV or telephone us on a strictly private and confidential basis.

Due to the number of responses we receive to our advertisements we are unfortunately unable to respond individually to each applicant. If you do not hear from us within 7 days you may assume you have not been selected this time - but please apply for anything you feel you are suitable for and thank you for your interest in PEAR Recruitment.

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