Job Description
Embrace Flexibility: Hybrid Protection Advisor in Surrey!
Do you dream of empowering individuals and families across Surrey to safeguard their financial well-being? Are you a highly motivated individual with a passion for building relationships and a desire to excel in a dynamic, hybrid work environment?
If so, this exciting opportunity as a Hybrid Protection Advisor in Surrey could be the perfect platform to take your career to the next level!
Build a Rewarding Career in Financial Protection
We are a leading recruitment agency partnering with a well-established financial services firm in Surrey. This role offers a unique chance for a highly motivated individual to join our dynamic team. As a Hybrid Protection Advisor, you’ll play a vital role in supporting clients across Surrey by providing expert advice on various protection products. You’ll work from a home office while also enjoying regular interaction with colleagues at our Surrey office.
What You’ll Do as a Hybrid Protection Advisor in Surrey:
- Gain a deep understanding of the protection market, products, and regulations through comprehensive training programs.
- Build strong relationships with clients across Surrey, uncovering their unique needs and financial aspirations.
- Conduct in-depth consultations, either remotely or in person, to assess client suitability for various protection options like life insurance, critical illness cover, and income protection.
- Provide clear and impartial advice on a range of protection products, tailored to each client’s specific circumstances and long-term financial goals.
- Develop and present personalized protection solutions that perfectly align with each client’s needs.
- Partner with insurance providers to secure the most appropriate coverage for your Surrey-based clients.
- Manage the entire protection application process with meticulous attention to detail, ensuring seamless communication with all stakeholders.
- Consistently exceed sales targets while delivering exceptional customer service.
- Stay up-to-date on the latest market trends and regulatory changes in the protection sector through ongoing professional development programs.
Our Ideal Candidate for the Hybrid Protection Advisor Role in Surrey:
- A minimum of 1 year of experience in financial services or a related field (or equivalent qualifications).
- Strong communication and interpersonal skills, with the ability to build rapport with clients in both remote and in-person settings.
- Excellent analytical and problem-solving abilities to understand complex financial situations.
- The ability to thrive in a hybrid work environment, managing your time effectively while working independently and collaboratively.
- A passion for helping individuals and families and a commitment to ethical financial advice.
- Proficiency in using a computer and video conferencing software for remote work.
Why Choose Our Client in Surrey?
- Competitive salary and commission structure, tailored to your experience and performance.
- The flexibility and convenience of a hybrid work environment, allowing you to work from home while also enjoying team interaction at the Surrey office.
- Comprehensive training and development programs to equip you for success as a Hybrid Protection Advisor in Surrey.
- Supportive and collaborative work environment with a strong focus on professional growth.
Ready to Launch Your Career in Protection Advice?
If you possess the qualifications and are excited to embark on a rewarding career journey as a Hybrid Protection Advisor in Surrey, we want to hear from you! Apply now with your CV and a cover letter showcasing your suitability for the role.
Contact:
BDM Recruitment
📞 Call: 0203 834 9786
✉️ Email: bm@bdmrecruitment.co.uk