Protection Consultants
Protection Consultant
Location: London / Surrey / Sussex
MINIMUM REQUIREMENTS: FPC / CeFA / CFP 1-4
£Negotiable + Un-Capped Bonus + Benefits
Protection Consultant - | London / Surrey / Sussex
This is a fantastic opportunity for highly motivated and talented individuals who want to work within the challenging yet rewarding environment of Bancassurance.
Core Purpose of the Role:
To deliver quality business that is both compliant and profitable, by providing clear and appropriate advice on Protection and Savings products. Supporting the Bank's vision to be the UK's best Bank by deepening customer relationships and offering exceptional customer experience.
To provide professional financial advice to customers using a comprehensive range of Protection Savings products services. Following a full financial review you will be looking to address the protection savings needs objectives of each customer.
You will be expected to achieve performance related sales targets which will be discussed with you at the interview stage.
A minimum of 2 A levels or 6 GCSE’s (inc English and Maths grade A-C), or full CeFA/CF 1-5 /FPC /CeFap qualifications, DipFA, DipFP, DipRFP, or CIOBS Diploma.
A minimum of 1 year customer sales experience in financial services, or retail sales environment with a personal sales target. Call Centre experience considered with evidence of exceeding cross sales targets in an outbound or inbound role.
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