Protection Specialist

 

Description:

As a Protection Advisor, you will play a crucial role in advising clients on a range of protection products, including life insurance, critical illness cover, income protection, and more. You will work closely with clients to understand their needs, provide tailored recommendations, and ensure they have the right coverage to safeguard their financial well-being.

 

Key Responsibilities:

 

• Conduct thorough assessments of clients' protection needs.

• Provide expert advice on suitable protection products.

• Develop and maintain strong relationships with clients.

• Stay up-to-date with industry trends and product knowledge.

• Ensure compliance with regulatory requirements.

• Achieve sales targets and contribute to the growth of the business.

 

 

Qualifications:

 

• 2 years proven experience in financial services, preferably in a protection advisory role.

• Strong knowledge of protection products and the financial services industry.

• Excellent communication and interpersonal skills.

• Ability to build and maintain client relationships.

• Self-motivated with a results-driven approach.

Organization TrustPoint Mortgage And Protection Services
Industry Management Jobs
Occupational Category Protection Specialist
Job Location Manchester,UK
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2026-05-11 2:11 pm
Expires on 2026-06-25