Protection Specialist

Protection Adviser

Wilkins Financial Services – Mortgage Advice Bureau

• Location: 9 Bolebridge Street, Tamworth, Staffordshire, B79 7PA
• Working pattern: Office-based
• Salary: £35,000 basic salary
• OTE: Approximately £40,000
• Contract: Permanent, employed position
• The opportunity
• Wilkins Financial Services is looking for an experienced Protection Adviser to join its established team in Tamworth.

Working alongside Wilkins Estate Agents and the company’s mortgage advisers, you will receive a regular supply of customers requiring professional protection advice. The business expects to provide approximately seven to ten opportunities each week.

This is a protection-only position, allowing you to focus on understanding customers’ circumstances, identifying their protection needs and recommending suitable solutions.

Key responsibilities

• Providing suitable and compliant protection advice to new and existing customers
• Contacting customers referred by mortgage advisers and estate agency teams
• Conducting comprehensive protection fact-finds and needs assessments
• Advising on life insurance, critical illness cover and income protection
• Explaining policy features, costs, benefits and exclusions clearly
• Preparing suitable recommendations based on each customer’s circumstances
• Managing applications from the initial consultation through underwriting to policy commencement
• Liaising with insurers and customers to progress applications
• Following up supplied opportunities promptly and professionally
• Maintaining accurate customer and compliance records
• Identifying opportunities for additional and future protection reviews
• Building long-term relationships that generate repeat business and referrals
• Delivering an excellent customer experience throughout the advice process

About you

We Would Like To Hear From Candidates Who

• Have previous experience providing regulated protection advice
• Hold the relevant qualifications and permissions to advise on protection products
• Have achieved the appropriate competent adviser status
• Possess a strong understanding of life insurance, critical illness cover and income protection
• Are confident converting estate agency and mortgage-related referrals
• Can discuss sensitive financial circumstances professionally
• Have excellent communication and relationship-building skills
• Are organised and capable of managing a busy pipeline
• Deliver consistently high standards of customer service and compliance
• Are comfortable working from the Tamworth office
• Work effectively alongside mortgage advisers and estate agency colleagues

This vacancy is for an experienced adviser and is not suitable for trainee applicants.

What we offer

• £35,000 basic salary
• OTE of approximately £40,000
• A permanent, employed position
• Approximately seven to ten supplied opportunities each week
• Referrals generated through an established estate agency and mortgage business
• A protection-only position
• An office-based, collaborative working environment
• Access to a broad range of protection providers
• The backing of the Mortgage Advice Bureau network
• The opportunity to join an established local financial services business

Apply if you are an experienced Protection Adviser looking for an office-based role with supplied opportunities and a competitive employed package, we would be delighted to hear from you.