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Protection Adviser

MoneyBox

Clock

Posted over 30 days ago...

Expired

Join Moneybox as a Protection Adviser and help clients secure their dream homes with confidence

Overview

icon Salary

No salary declared 😔

icon Location

Remote

icon Expires

Expires at anytime

Organisation summary:

Moneybox is on a mission to make the home-buying experience less daunting and more accessible. We're expanding our team to provide top-notch advice and protection for our customers during one of the most significant financial decisions they'll ever make. As a Protection Adviser at Moneybox, you'll be a vital part of a journey that transforms saving into homeownership, ensuring peace of mind for every client.

  • Provide personalized protection advice to customers.
  • Guide clients through the mortgage application process.
  • Achieve monthly revenue targets by conducting protection reviews.
  • Enhance customer experience and streamline their journeys.
  • Collaborate with internal teams for seamless service delivery.
  • Maintain high standards in a regulated environment.
  • Certified Protection Adviser with a customer-first mindset.
  • Ambitious and career-driven individual with 5+ years in a protection broker role.
  • Experience advising from a panel of protection providers.
  • Empathetic with exceptional communication skills, willing to work flexible hours.
  • Comprehensive knowledge of the protection market including Income Protection, Critical Illness cover, Life cover, and Family Income Benefit.
  • CeMAP qualified with Competent Adviser Status.
  • Skilled in insurance applications, medical questionnaires, and liaising with underwriters.

We know that the process of buying a home can feel incredibly daunting, so as part of our mission we are looking to grow our team of protection advisers to help more of our customers go from saving for their deposit to owning their dream home and feeling confident that they have the right cover in place to remain in that home no matter what life throws at them. We’re looking for a Protection Adviser with a passion for improving the home-buying journey and helping to demystify the world of mortgages. You’ll be a critical part of Moneybox, helping our customers make one of the most exciting financial decisions of their lives

What you'll do

Provide professional and personalised protection advice to Moneybox customers Guide customers through the mortgage application process and help them from their first step to their doorstep! Consistently meet monthly revenue targets by conducting protection reviews with our mortgage customers helping them understand the need to protect their mortgage and family from the risks of sickness, critical illness or death Continuously look for ways to improve customer experience and journeys Work with other teams, such as our Mortgage Advisers, Home-buying Qualifiers and Administrators, to ensure smooth handovers and a seamless customer handover Meet quality assurance, service and risk targets in a regulated environment

Who you are

You’re a qualified Protection Adviser with a passion for helping customers with their protection and insurance needs You are driven and ambitious, looking to build your career at an exciting, fast growing company You have experience with advising from a panel of protection providers  You are passionate about improving the home-buying experience for first time buyers You have a high level of empathy and go above and beyond for customers You have excellent verbal and written communication skills You are flexible to work evening and weekend shifts

Skills and Experience

You will have 5+ years provable experience within a protection broker role You will have a comprehensive knowledge of the protection market, with experience and knowledge of recommending Income Protection, Critical Illness cover, Life cover and Family Income Benefit Experience recommending protection from a panel of providers You will be CeMAP qualified and hold Competent Adviser Status Experienced with completing insurance applications, conducting medical questionnaires and liaising with protection underwriters to ensure the best possible outcome for customers.  The ability to apply risk management policies and procedures

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