to join our growing team in Hamilton. As a key member of The Mortgage Hub advisory team, you will provide expert advice on a range of protection products to individuals and families, helping them make informed decisions to safeguard their financial future.
You will be responsible for understanding clients' unique circumstances, and recommending tailored solutions including life insurance, income protection critical/serious illness cover and private medical insurance.
Key Responsibilities
Conduct thorough fact-finds to understand each client's needs, financial situation, and long-term goals
Provide high-quality, FCA-compliant advice on suitable protection products
Build and maintain strong relationships with clients, offering exceptional service throughout the advice process and beyond
Convert leads and proactively generate new business through referrals and networking
Maintain accurate records using CRM systems and ensure all documentation is fully compliant
Stay up to date with industry trends, product changes, and regulatory requirements
Liaise with underwriters and providers to secure timely and favourable outcomes for clients
Work collaboratively with mortgage advisers and other departments to ensure holistic advice is delivered
Requirements
Proven experience in a protection adviser or insurance sales role within the UK financial services sector.
Full understanding of protection products (life cover, critical/serious illness, income protection, etc.)
Excellent communication and interpersonal skills, with the ability to build trust and rapport
Ability to work independently and manage your own pipeline
Strong ethics and commitment to providing client-focused advice
Familiarity with FCA regulations and principles
Relevant qualifications are essential
Benefits
Uncapped commission structure and competitive basic salary
Ongoing training and professional development
A supportive and collaborative team environment
How to Apply
Please submit your CV and a brief cover letter outlining your experience and suitability for the role to lynsey@mortgagehub.co.uk
Job Types: Full-time, Permanent
Pay: 35,000.00-75,000.00 per year
Schedule:
Monday to Friday
Work Location: In person
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