Are you an experienced Protection Advisor looking for a Self Employed role?
Remote role, leads provided by Mortgage referral, Self Generation encouraged for a higher Commission split!
Opportunities to grow your role and responsibilities within a fast-paced, expanding business.
A rapidly expanding mortgage firm renowned for its exceptional customer service, is seeking an experienced Protection Advisor to join their growing team.
This is a unique opportunity to establish and lead the protection sales within the firm, working closely with mortgage advisors to ensure clients have comprehensive coverage that complements their mortgage products.
Self Employed Protection Advisor Package:
* Location: Remote
* Leads: 40% Provided, 60% Self-Generated
* Mortgage Referral Client
* Supportive Environment: Join a firm that values collaboration, innovation, and professional growth.

Self Employed Protection Advisor Key Responsibilities:
* Protection Advisory: Provide tailored protection advice to clients, focusing on life insurance, income protection, critical illness cover, and other relevant products.
* Lead Management: Work closely with mortgage advisors to receive referrals, while also generating and managing self-sourced leads.
* Client Engagement: Educate clients on the importance of protection products, particularly first-time buyers and those with residential mortgages.
* Sales Conversion: Convert a high volume of leads into protection policies, leveraging both provided leads and those you generate.
* Partnership Development: Build and maintain strong relationships with mortgage advisors to create a seamless referral process and ensure clients’ protection needs are met.
* Business Development: Proactively seek out new opportunities for protection sales, including networking and developing new business partnerships.
* Compliance: Ensure all protection advice and sales are compliant with current regulations and industry standards.

Self Employed Protection Advisor Requirements:
* Experience: Minimum of 2 years of experience as a Protection Advisor or in a similar role within financial services.
* Qualifications: Relevant industry qualifications (e.g., RO5, CeMAP) preferred but not mandatory.
* Proven Track Record: Demonstrated success in converting leads into protection policies, with a strong focus on client satisfaction.
* Self-Motivated: Ability to generate and manage self-sourced leads effectively.
* Customer Focused: Passionate about educating clients on the importance of protection and delivering tailored solutions.

If you are a results-driven Protection Advisor with a passion for helping clients safeguard their financial future, we’d love to hear from you.
This role offers the chance to make a real impact within a company that is dedicated to providing comprehensive financial solutions to its clients.