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Protection Advisor

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

2+ years’ experience advising on protection in a multi-product environment, Experience supporting customers from initial enquiry to completion, RO5 qualification is preferable but not essential.

Key responsabilities:

  • Help shape Protection offering to ensure clients have suitable Protection
  • Handle a large portfolio of clients and support them throughout the process
Loan.co.uk logo
Loan.co.uk Financial Services SME https://www.loan.co.uk/
51 - 200 Employees
See more Loan.co.uk offers

Job description

Protection Advisor - Fully Remote - within the UK


Are you an experienced and ambitious Protection Advisor looking for a new opportunity in a successful, fast-scaling FinTech?

As an advisor in our newly formed Protection Team, you will have the opportunity to help us shape our Protection offering, using your knowledge and experience to help ensure our clients have suitable Protection in place.

You will be working with the most advanced, user-friendly system on the market, which will let you automate and eliminate a lot of the boring, manual tasks — like completing paperwork or rekeying data — to spend more time doing what you do best: helping your customers.

Requirements

  • 2+ years’ experience advising on protection in a multi-product environment
  • Excellent communication skills - written and verbal
  • Ability to work at pace and handle a large portfolio of clients
  • Experience supporting customers from initial enquiry to completion
  • Proven history of handling B2C enquiries, searching multiple providers to find the product that best matches your client's needs
  • RO5 qualification is preferable but not essential


Benefits

  • A market-leading salary: you’re good at what you do and we make sure your salary reflects how much we value that.
  • 21 days holiday, plus Bank Holidays (increasing by one day for each year of service, up to 25 days).
  • Monthly Perkbox perks: great deals on holidays, shopping, cinema tickets, health cover, car rental and much, much more.
  • Pension with True Potential Investor: We’re a finance company. Of course we’re going to give you access to a great pension plan.
  • BUPA health insurance


Sound good? We’d love to hear from you. 

 

Of course, we are an equal opportunity employer. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Verbal Communication Skills
  • Calmness Under Pressure

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