As a protection advisor you are responsible for helping qualified advisers to meet their monthly targets through client contact to ensure Life FS is their choice for placing their business.
You will work within the sales policy and performance management structure as set by Life FS and have a strong desire to succeed in a sales environment.
Key Responsibilities :
Meeting performance targets set out by Life FS
Arrange qualified appointments for existing advisers and follow up as required to ensure the business is won
Drive referrals from branch network
Fact find (once competent) effectively to establish the client’s current finances and future aspirations
Communicate with insurance providers
Ensure all regulatory documentation required for your qualified adviser is completed within the required timescale and meeting the quality standards set
Support additional income streams such as referrals for wills etc., follow any training and development plan agreed to improve performance
Adhere to all company policies and procedures as set by Company
Embrace company values and promote them effectively
Embrace company ethos in treating customers fairly
Maintain knowledge of the financial services industry and knowledge that is deemed necessary
Keeping up to date with monthly CPD in line with the FCA requirements
Mentoring new advisors including academy candidates to CAS standard
Key Skills required :
Good communication and listening skills.
Organised and target driven.
Willingness to learn new skills.
The ability to explain complex information clearly and simply. Excellent customer service skills.
Honest and trustworthy attitude. Respect for confidential information.
Successfully pass R05 within 6 months of commencing employment
In return, you can expect to receive :
Full time employed position
Uncapped commission earnings
Dedicated administration support once qualified
Full & ongoing sales training