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.
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
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