Job Overview
We are seeking a dynamic and dedicated Protection Adviser to join our team and champion the safety and security of our clients. In this vital role, you will provide expert guidance on protection products, ensuring customers understand their options and make informed decisions. Your proactive approach will help foster trust, deliver exceptional customer service, and promote our comprehensive insurance solutions. This position offers an exciting opportunity to make a meaningful impact by safeguarding individuals’ futures through tailored protection plans.
Duties
- Engage with clients via various channels, including telemarketing and face-to-face interactions, to promote protection insurance products
- Conduct thorough needs analysis to identify clients’ risks and recommend suitable coverage options
- Negotiate terms and close sales effectively, ensuring customer satisfaction and compliance with company policies
- Manage sales administration tasks, including processing applications, updating records, and maintaining accurate documentation
- Collaborate with marketing teams to develop strategies that attract new clients and retain existing ones
- Provide clear, transparent communication about policy features, benefits, and costs to empower client decision-making
- Follow up with clients post-sale to ensure ongoing satisfaction and address any questions or concerns
Requirements
- Proven experience in insurance sales or related customer service roles, with a focus on protection products
- Strong negotiation skills to secure favorable terms while maintaining client trust
- Multilingual abilities, especially fluency in Spanish and bilingual proficiency, to serve diverse customer bases effectively
- Excellent communication skills—both verbal and written—to articulate complex information clearly
- Analysis skills to assess client needs accurately and recommend appropriate solutions
- Experience in sales administration, telemarketing, or marketing strategies is highly desirable
- Ability to work independently while collaborating within a team environment
- A proactive attitude with a passion for delivering exceptional customer service
Join us as a Protection Adviser and become part of a vibrant team committed to helping individuals secure their futures. We value energetic professionals who thrive in fast-paced environments and are eager to make a positive difference through expert advice and personalized service. This paid position offers an engaging career path where your skills in negotiation, communication, and multilingual support will truly shine!
Pay: £30,000.00-£50,000.00 per year
Benefits:
- Company events
- Financial planning services
- Referral programme
Work Location: In person