1 день назад
Protection Consultant (Insurance)
33 203 - 34 950GBP
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Protection Consultant (Insurance): Advising customers who are actively seeking protection products through needs-based, ethical and compliant conversations with an accent on relationship building, customer needs analysis, and accurate documentation. Focus on achieving sales and KPI targets, providing appropriate protection solutions, and working within a regulated environment.
Location: Bristol Harbourside, UK; hybrid working with at least two days or 40% of the working week in the Bristol office. The first three weeks of full-time training are office-based in Bristol.
Salary: £33,203–£34,950; £33,204 base salary with OTE of £56,004.
Company
is a UK financial services organisation, with Cavendish Online providing protection brokerage services focused on customer needs and ethical advice.
What you will do
- Speak with customers who are actively seeking protection products through high-quality inbound leads.
- Build trusted relationships through professional and empathetic conversations.
- Identify customer needs and provide appropriate protection solutions.
- Achieve and exceed individual sales performance targets and KPIs.
- Maintain accurate, compliant customer information and documentation.
- Collaborate with colleagues and contribute to a high-performance team environment.
Requirements
- At least 12 months of experience in a target-driven sales environment.
- Demonstrable success achieving or exceeding sales, conversion, or revenue targets.
- Direct-to-customer B2C sales experience.
- Strong communication, relationship-building, organisational, and prioritisation skills.
- Customer-first approach, high ethical standards, and attention to detail.
- Ability to work accurately within a regulated environment.
Nice to have
- Experience in banking, insurance, protection, lending, financial advice, or other financial services.
- Experience selling financial products or working in a regulated sales environment.
- Knowledge of protection products and customer protection needs.
- Experience using CRM or customer management systems.
Culture & Benefits
- Comprehensive full-time training for the first three weeks, followed by ongoing coaching, feedback, and development.
- Career development and progression opportunities.
- Pension contribution of up to 15% and share schemes including free shares.
- 24 days of holiday plus bank holidays, with generous parental leave policies.
- Wellbeing initiatives and adaptable lifestyle benefits, including discounted shopping.
- Workplace adjustments are available for disabilities, long-term health conditions, or neurodivergence, including flexibility in office attendance and working patterns.
Hiring process
- The advertisement may close before 17 September 2026 if application volumes are high.
- Workplace adjustments are available throughout the recruitment process.
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