Job Description
Home Based Protection Advisor – West Midlands, Staffordshire & Chester
Are you passionate about helping people protect their loved ones and secure their financial future? Do you thrive in a self-directed environment and possess excellent communication skills? If so, this exciting opportunity at a leading financial services firm could be perfect for you!
Overview:
BDM Recruitment Consultancy is thrilled to present a fantastic opportunity for an experienced Protection Advisor to work remotely, covering the West Midlands, Staffordshire and Chester area. This role allows you to join a reputable financial services firm, providing invaluable protection advice to clients from the comfort of your own home. If you are looking to make a meaningful impact in the lives of your clients while enjoying the flexibility of home-based work, we want to hear from you!
Remuneration:
Basic to £28,000 plus commission – OTE £45,000 – £60,000
Main Duties:
As a Home-Based Protection Advisor, you will:
- Collaborate with CeMAP qualified mortgage advisors: Work alongside a dedicated team, offering protection advice to new leads referred by the team, ensuring a holistic approach to financial security for clients.
- Conduct comprehensive assessments: Evaluate clients’ protection needs, providing tailored advice and solutions that align with their unique circumstances and financial goals.
- Engage with clients remotely: Use phone, email, and video conferencing to communicate effectively, building rapport and understanding clients’ individual situations.
- Utilise expert knowledge of protection products: Recommend suitable options such as life insurance, critical illness cover, income protection, and more, ensuring clients are well-informed and supported in their decisions.
- Maintain accurate records: Keep detailed records of client interactions and recommendations, adhering to regulatory standards to ensure compliance and transparency.
- Collaborate with internal teams: Work closely with other departments to ensure seamless client service delivery, maximising business opportunities and enhancing client satisfaction.
Key Skills:
To excel in this role, you should possess:
- Proven experience as a Protection Advisor: Ideally within a remote or home-based setting, demonstrating your ability to deliver exceptional service to clients.
- In-depth knowledge of protection products: Ability to translate complex information into clear and actionable advice that clients can easily understand.
- Excellent communication skills: Strong ability to build rapport and establish trust with clients remotely, ensuring their needs are met with sensitivity and professionalism.
- Confident and persuasive sales approach: Focused on client needs and satisfaction, with a track record of achieving sales targets.
- Strong organizational skills: Attention to detail is crucial for maintaining accurate documentation and compliance with regulatory requirements.
- Comfort with technology: Proficiency in using CRM systems for lead generation, communication, and case management, ensuring efficient workflows.
- Self-motivated and proactive: Ability to thrive in a home-based environment, managing your time effectively and driving your own success.
- R05 or equivalent qualification: Essential for providing protection advice in this role.
Summary:
This is an exciting opportunity for a skilled Protection Advisor to work remotely and make a meaningful impact in the lives of clients across the West Midlands. With the flexibility of home-based work and the support of a reputable financial services firm, you will have the chance to excel in your role and contribute to the growth and success of the business.
If you are ready to take the next step in your protection advisory career, we encourage you to apply now and join our dynamic team!
Contact:
For more information or to apply, please contact:
Bryn McMillan
BDM Recruitment
📞 Call: 0777 9523541
📧 Email: bm@bdmrecruitment.co.uk
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