Trainee Insurance Protection Broker

Job content

Our client is looking for Trainee Insurance Protection Brokers to join a growing team, based in Leicester City Centre on their NEW Apprenticeship Scheme.

Due to the expansion of the team and increased workloads my client has various vacancies available to start right away for the right person.

A position exists for a technically strong, personable, and ambitious person. The journey for a Trainee Insurance Protection Broker is very straight forward. You will receive support, gain knowledge, work within a team who can teach you the way and potentially receive a full time offer at the end of it. Below is an insight of the amazing journey that a Trainee would take.

Career Journey

• Join Firm
• 2 Week Intense Introductory Course to Financial Services
• Working under qualified Insurance Brokers to introduce them new potential business.
• Enroll on exams under the London Institute of Banking and Finance
• Progression into full advised based Insurance Broker role
• Possible long-term opportunities in Mortgage Advisor or Financial Advisor Roles.

Purpose

• To maximise personal compliant sales of profitable new business.
• To achieve sales targets.
• To advise and opt in clients for alternative products under offer from select partners.

Principal Accountabilities and Job Description

• To call prospective clients with a view to providing them with appropriate Protection advice.
• To call clients with a view to reviewing and recommending areas of shortfall around their life insurance/critical illness provisions.
• To advise clients on Protection requirements and recommend products accordingly.
• To ensure that NTUs are kept within an acceptable limit.
• To ensure that Cancellations are kept within an acceptable limit.
• To ensure a good product split between Life, Critical Illness, and Income Protection sales
• To ensure that all Protection products sold are compliant with current best practices.
• To ensure that all products sold are administered and packaged to an acceptable level.
• To call existing clients to deal with queries or complaints or give further advice.
• Adhere to the Company DPA policy when transporting or storing client paperwork.
• To conduct themselves in a professional manner always.
• To collect client’s documentation on behalf of other advisors when required.
• To ensure best practice key performance indicators are achieved.
• To obtain acceptable levels of recommendation business from new and existing clients.
• To collect and bring documentation into the office as required.
• To obtain ‘opt ins’ compliantly for products and services offered by other companies within the group.
• Any other tasks and responsibility as directed by your line Manager.
• To cover geographical locations anywhere in the UK as and when the need arises adequately.

Skills and qualifications

• Understanding Protection Polices and Protection Providers
• Empathetic to clients’ needs and wishes.
• Excellent listener
• Good communicator
• Professional manner
• Excellent attention to detail
• Methodical

What you get in Return:

Starting salary - £4.50 ph

Training: On-going Training and Development

Hours and Shifts:12pm – 8 pm Monday – Thursday & 10am – 4pm Fridays

Breaks: 2 x 15-minute breaks and 45-minute lunch

Job Title: Trainee Insurance Protection Broker – Apprenticeship

Department:Telephone Based Sales

Reports to:Sales Manager

Job Location:Head Office, Leicester City Centre

Job Types: Full-time, Apprenticeship

Salary: From £4.50 per hour

Additional pay:

• Commission pay

Benefits:

• Company pension

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Work remotely:

• No