Protection Adviser

The New Homes Group
Colchester, UK
20 May 2019
27 May 2019
Contract Type
Full Time
Job Title: Protection Adviser

Location:Based at our offices in Stanway Colchester

Target:Candidates with customer service experience in a financial setting

Rewards: £25K Basic salary + bonus and benefits, OTE to £55K (Initial 12 month salary guarantees are available for the right candidate)

Hours:M-F working 2 early shifts 9AM - 6PM and 3 late shifts 11AM - 8PM

Timeline:Immediate interviews with 08/07/19 start date

The New Homes Group:

The New Homes Group as part of the Connells Group, has the enviable reputation of being the UK'S leading new homes specialist. Through our range of individual brands we specialise in facilitating the sales of new homes working with housebuilders, lenders and a nationwide network of estate agents. We offer a broad range of Mortgage Services together with Part Exchange, and Assisted Move. We work with most of the UK's top 20 housebuilders

In 2018 we handled over 14,000 mortgage applications. Our Helpline teams and Mortgage and Protection Advisers have considerable knowledge and experience of mortgage products that are particularly geared towards the new homes market, as well as having established relationships with key mortgage lenders. As part of our 2019 expansion plans, we are now looking to appoint additional individuals, who will have the opportunity to earn an industry leading salary package, and an unrivalled opportunity for career development and promotion, within The New Homes Group

Our protection services team are now looking for an additional 3 Full time employed Protection Advisers to join the team at our Colchester head office, the role requires previous experience and a proven track record of delivering strong customer service in a financial setting

You would be responsible for proactively fulfilling our mortgage customers' protection needs, this will involve keeping in regular contact with our customers, and appointed insurance companies delivering high levels of customer service and advice at all times. The role offers a comprehensive and ongoing training and support package, and the opportunity of a pre-determined and supported career path to becoming a fully qualified Mortgage and Protection Adviser*

Protection Adviser responsibilities:

You will be part of the Protection Services team who are responsible for proactively managing customers' protection applications and needs, which will involve keeping in regular contact with our clients, and appointed insurance companies delivering high levels of customer service at all times.

Required Knowledge, skills and qualifications:

Previous Sales/Customer Service experience in a financial setting
Detail conscious with experience of working in an office based environment
Motivated to meet and exceed personal targets and customer service standards
Excellent inter-personal skills, with outstanding telephone manner and strong listening skills
Competent Microsoft Office user, including Excel, Word and Outlook
Clearly able to explain verbally and in written form the key features of our policies in benefit terms to ensure our customers understand and appreciate their value to them
Prioritises and plans work to ensure individual and team objectives are met within the timescales specified
Adopts a flexible approach to work pressures and priorities to ensure team and individual objectives are met
Actively seeks opportunities to develop relevant knowledge and applies this actively in the role
Pays close attention to detail in all work activities to ensure mistakes are avoided and all standards are met
Protection sales experience preferred but not essential

Main Purpose of Job:

Retain existing protection policy arrangements taken out by our customers
Minimise lost commission as a result of customers deciding to cancel protection application arrangements within the group
Identify and generate additional mortgage protection sales
Arrange suitable protection policies according to individual customer need
Contact customers identified by the Protection Services Case Owners as wishing to cancel part or all of their protection arrangements
Contact customers who have had non-standard acceptance terms issued
Proactively contact our customers who have not made any mortgage protection arrangements to identify and fulfil protection needs
To provide the highest level of service and Protection advise to customers
To adhere to and comply with all internal processes and procedures at all times
To provide Protection within scope and in accordance with company guidelines
Meet the agreed sales targets, quality standards and key performance indicators
To ensure that all documentation used is current and relevant
To maintain Competency in accordance with the Company Training & Competency Scheme
Maintain and develop at all times product and industry (role) related knowledge
Strictly adhere and comply with all regulatory guidelines and obligations
Ad hoc duties as and when required by the Sales Manager, Director or Management Team


Initial 12 month salary guarantees are available for the right candidate
Permanent full time employed role
Full training provided with ongoing coaching and development
Outstanding career progression opportunities, with full support given towards achieving a full CeMAP qualification
Pre-determined and supported career path to becoming a fully qualified Mortgage and Protection Adviser*
33 Days Paid Holiday, (25 Days Holiday plus 8 Bank Holidays)
Get your Birthday off each year*
A flexible approach to working hours
Unrivalled opportunities for progression, promotion and personal development in an expanding business
Perkbox Group discounts and employee benefits Scheme.
Contributory workplace pension*
Staff referral bonus scheme
Death in service, life Insurance cover
Free onsite parking*
(*T&C'S Apply)

If this role sounds of interest please forward your CV by clicking Apply Now or call Darren Robins on 01206-984811
This job was originally posted as

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