Job Description

The Millwood Mortgage Company

Job Overview

We are seeking a dynamic and customer-focused Protection Adviser to join our team at The Millwood Mortgage Company. The ideal candidate will be responsible for providing expert advice on life & criticall illness insurance products, key person insurance, assisting clients in selecting suitable protection plans, and ensuring a high standard of client service.

This role offers an exciting opportunity to utilise your negotiation, communication, and sales skills within a supportive environment. The successful applicant will be expected to build strong relationships with clients, analyse their needs, and recommend tailored insurance solutions to meet their individual circumstances.

Duties

Engage with clients via telemarketing, face-to-face meetings, or virtual consultations to promote insurance protection products. Conduct thorough analysis of clients' needs to recommend appropriate protection plans. Negotiate terms and premiums with clients to secure favourable agreements. Manage sales administration tasks efficiently, including processing applications and updating client records accurately. Develop and implement marketing strategies to attract new clients and retain existing ones. Provide clear and comprehensive information about policy features, benefits, and exclusions to ensure informed decision-making. Maintain excellent customer service standards by addressing client queries promptly and professionally. Follow up with prospective clients to maximise sales opportunities whilst adhering to compliance regulations.

Experience

Proven experience in insurance sales or related customer service roles is highly desirable. Strong negotiation skills with the ability to influence and close sales effectively. Multilingual abilities are advantageous; fluency in Spanish is particularly valued for engaging a diverse client base. Familiarity with sales administration processes and CRM systems. Analytical skills to assess client needs accurately and recommend suitable protection solutions. Excellent communication skills, both verbal and written, with the ability to explain complex information clearly. Experience in marketing or telemarketing is beneficial for developing outreach campaigns. Bilingual candidates will have an added advantage in engaging a wider audience and expanding client reach. This role is ideal for motivated individuals eager to develop their career within the insurance industry while delivering exceptional service to clients across diverse backgrounds.

Benefits

Competitive salary & attractive commission structure Administrative and compliance support Ongoing training and professional development Supportive and collaborative team environment Company pension Annual leave structure with additional days for length of service

How to apply

Please email your application to

alan.ikin@millwoodgroup.co.uk

with the reference:

Job Types: Full-time, Permanent

Pay: 35,000.00-60,000.00 per year

Benefits:

Additional leave Company pension Financial planning services Life insurance Private dental insurance Private medical insurance
Work Location: In person