Protection Advisor Consultant, Lancashire (£18,000 - £23,000)

DMD Recruitment Ltd
13 Feb 2018
16 Feb 2018
Contract Type
Full Time
DMD Recruitment are proud to be representing their client to a rapidly expanding Insurance Broker based in Lancashire to add Protection Sales Consultants to their team.

The Role:
• The successful candidates will be responsible to provide options to clients in order for them to purchase appropriate protection packages to suit their individual needs.

• Provide information and educate clients to improve awareness of ways to ensure financial security in circumstances which include, surviving a defined critical illness, income protection during long term absence from work (sickness, injury, disability), death of a family member.
• Research the market to provide the best options to cover these potential events in order to ensure financial stability for dependents.
• Work with clients to ensure all paperwork for applicants is submitted and processed correctly.
• Ensure all updates are made to relevant software systems.
• Chasing Underwriters and medical records ensuring the process is completed in a timely manner.
• Pre-populate and process Trust forms when required to further protect benefits on death (this could move to an administrator’s tasks if sales increase).
• Follow up on missed premiums and cancelled policies to minimize and claw back commission.
• Cross Selling.
• Closing deals and finding a suitable outcome if non-standard or unsuitable cases discuss with clients and provide alternative rated quotes to meet their requirements.

Who are we looking for?
• Outstanding Customer Service skills (Remain FCA compliant).
• Tenacious.
• Strong rapport building skills.
• Target driven with the ability to provide sales statistics on a weekly basis to managers.
• Brimming with confidence.

What they can offer you in return?
• Ongoing training.
• Fantastic salary ranging from £18,000 - £23,000 dependent on experience with an outstanding OTE.
• Great location for public transport.
• State of the art offices.
• Don’t miss out on this fantastic opportunity and apply now

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