Protection Adviser

The opportunity

Reporting to the Partnership Services Team Leader, the primary purpose of role is to proactively own and manage high quality protection and GI advice following the Openwork Sales Process guidelines.

Managing communications with clients, advisers, and 3rd party contacts.

Follow workflows and accurate complete CRM and submission records.

This is a high performance, high profile, sales focused role.

Key Accountabilities:

To demonstrate an excellent and comprehensive up to date knowledge of existing Openwork Protection & GI product suite.
To identify customer needs and provide accurate and compliant advice relevant to customer’s individual situation through professional and confident communication.
To pro-actively follow up pipeline cases proactively and timely to establish a case resolution Ensuring that all cases follow the Openwork’s T&C Framework.
To be responsible for the end to end advice process.

What will you need to succeed?

Essential | 1yrs+ experience in Protection advice
Desirable | RO5 or equivalent (Studying for)
Desirable | GI sales experience
A clear communicator who can engage clients over the phone
Proven track record as a protection adviser, exceeding quality and income targets
Exceptional telephone sales skills
Ability to work to pre-determined deadlines in a fast paced, target driven environment
Self-motivated with ability to work within a team
A result orientated individual with drive, determination and a great deal of integrity
Knowledge of Financial Services products and advice guidelines including Protection is essential
Essential | Customer engagement skills (including questioning, probing, listening, establishing rapport, matching and closing)
Listening and being able to build relationships at point of contact
Demonstrate real enthusiasm and have a persuasive ability
Self-motivated and organised
Punctual and reliable
Flexible in working hours

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2021. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

On top of offering a modern workplace with bags of development opportunities, we also offer a highly attractive benefits package to reward you for your hard work. This includes a competitive base salary, an industry-leading annual bonus, enhanced pension, critical illness cover, income protection and a range of other flexible benefits.

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The opportunity

What will you need to succeed?

Why us?

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