Life Protection Adviser - OTE £62,000+

Rayner Personnel
05 May 2017
04 Jun 2017
Contract Type
Full Time

The Package:

  • OTE: £62,000+
  • Basic Salary £25,000 to £32,500 (pro rata for first 6 months)
  • Annual basic salary increase upto £45,000 (subject to performance)
  • Excellent uncapped commission
  • Company Pension Scheme

The Client:

A fantastic opportunity has arisen for a Life Protection Advisor within a leading Financial Services Company in South West London.

Our client is an established business providing independent financial advice to clients & their families.

Due to our continued success and further growth we are seeking an ambitious, forward thinking, professional and diligent Protection Adviser to join the business.

The Role:

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

Person Specification:

  • Previous 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 Responsibilities:

  • Provide advice on non-regulated life/protection policies to new and existing clients
  • Conducting initial meetings with prospective clients both face to face and via the telephone
  • 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 the Financial Administrator’s

Start Date: ASAP

Location: South West London. SW14


Monday to Friday 9.00am to 6.30pm

Saturday 9.00am to 5.00pm (every other with day off in the week)

Additionally, should you have a client appointment which keeps you at the office beyond your normal working hours; you are encouraged to arrive at a later time the following day.