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Protection Adviser

Quick Snapshot

Job Type: Self Employed, Full-time, Part-time, Permanent

Salary: £170,000.00 per year (Employer provided)

Firm: Kalon Financial

Location: Remote

Work Schedule: Flexible working hours

Language: English

 

Job Overview

We are seeking a professional and dynamic Protection Adviser to join our team. The successful candidate will be responsible for providing expert advice on insurance products, specialising in protection policies. This role requires excellent communication skills, a customer-focused approach. The Protection Adviser will play a key role in assisting clients to make informed decisions about their insurance needs, ensuring they receive tailored solutions that meet their individual circumstances.

 

This is Self Employed, commission based role.

No experience needed.

All necessary training and licence provided !

 

Duties

Engage with clients face-to-face or video call meetings, and digital channels to promote insurance protection products.

Analyse clients’ financial situations and insurance requirements to recommend suitable protection plans.

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Manage sales administration tasks, including processing applications, updating client records, and maintaining accurate documentation.

Develop and implement marketing strategies to attract new clients and retain existing ones.

Provide ongoing customer service support, answering queries and assisting clients with policy adjustments or claims processes.

Utilise analysis skills to evaluate market trends and identify opportunities for business growth.

 

Are you someone who has;

Strong knowledge of mortgage and protection market

Exceptional communication and interpersonal skills

Commitment to excellent customer service

Passion for helping clients achieve financial goals

 

Benefits to you;

Competitive package

Flexible working hours

Career growth and development

Continuous mentoring and support

Comprehensive hands – on training

Access to a market – leading proposition

Positive and inclusive work environment

Job Types: Full-time, Part-time, Permanent

 

Pay: Up to £170,000.00 per year

 

Benefits:

Flexitime

Referral programme

Work from home

Work Location: Remote

 

APPLY directly through Glassdoor

 

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