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Protection Advisor

Salary Available upon request
Location Multiple locations
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

The company

Towergate Health & Protection is an award winning independent intermediary specialising in health, protection and wellbeing. Our team of dedicated expert consultants support more than 15,000 businesses and over 50,000 individual customers worldwide to ensure they have the right solution for them.

We are committed to providing our customers with expert advice, and we’re delighted to have achieved industry recognition for this. We were immensely proud to be crowned Adviser of the Year for an unprecedented third consecutive year at the Health Insurance & Protection Awards 2021, and we achieved Gold accreditation from the Investor in Customers (IIC) assessment in 2021 in recognition of our service excellence and our commitment to understanding and meeting the needs of our customers.  

Our people are key to the continued success of our business. As a result, we provide an inclusive, dynamic working environment where development and opportunity go hand in hand.

If you are an enthusiastic, motivated individual searching for a role that offers genuine potential for both personal and professional development, come and be part of our story and help us shape our future.

 

Our culture and values

Our Protection Advisors are a key part of our business, speaking to our customers and providing advice on new products, renewals, and ensuring we understand their needs, and provide products and services that exceed their expectations and retain their loyalty. We strive to provide a market-leading customer experience, and that’s driven by you.

Our people share a common mindset that sets us apart. Our Protection Advisors are engaging, positive, they listen, they are receptive to what our customers want, they are adaptive, hardworking team-players, and they build trusted relationships with colleagues, customers, and insurer partners.

Being part of our team will mean ensuring we meet our commercial targets by maximising business and service opportunities from all contacts in a consistent, fair and compliant manner. You will be joining an established, friendly and experienced team who will be able to provide support in order for you to succeed within your role.

 

Responsibilities

  • New Business Income through new client acquisition, primarily from converting leads provided by the Company but also from self-generated new business opportunities.
  • Customer satisfaction, as measured by internal customer satisfaction surveys and Investors in Customers surveys (or equivalent external measures).
  • Relationship Management with the Company’s lead generation and customer service teams, and account management personnel within insurers and other providers.
  • Effectively negotiating premiums with the holding insurer and alternative insurers to obtain good value outcomes for customers in line with their requirements.

 

Essential criteria

  • Experience within the Financial Services market is essential, with Protection experience also essential.
  • Experience in successfully converting potential customer enquiries essential
  • Experience in relationship building with Insurers/Providers, Clients and Account Managers
  • Experienced in using Microsoft Office Programs
  • Minimum of Cert CII or willingness to study towards qualification

 

Essential

R01 – Financial Services, Regulation and Ethics

R05 – Protection

Desirable

R02 – Investment Principles and Risk

R03 – Personal Taxation

R04 – Pensions and Retirement Planning

R06 – Financial Planning Practice

 

Person specification

  • A proven ability to negotiate successfully on behalf of customers to deliver targets.
  • Strong numeracy and literacy skills
  • Effective verbal and written communication skills
  • Strong, personable telephone manner
  • Professional, customer focused approach internally and externally when dealing with colleagues and distribution partners
  • Well organised and able to respond well under pressure and meeting deadlines
  • Working well as part of a team as well as being able to work for periods using own initiative
  • Copes well with change, internally within the business and externally within the market
  • Efficient and Reliable

 

What do we offer in return?

We offer a competitive salary and bonus scheme, combined with a benefits package which can be personalised to suit your needs continuous training and development opportunities to progress your career with an ambitious and growing company.

 

Diversity and inclusion

Here at Towergate Health & Protection we strive to be a diverse and inclusive workplace. We treat all our colleagues, candidates, customers and insurer partners equally, fairly and respectfully.

Come and be a key part of a market-leading, fast-growing company.

 

Please apply online. The vacancy may close earlier than advertised depending on the number of applicants so don’t delay. 

Towergate Health & Protection is an award-winning independent intermediary specialising in health and wellbeing. Our extensive team of expert advisers looks after the health and wellbeing needs of more than 15,000 businesses and around 50,000 individual customers across the world. 

We have an ambition to be the UK healthcare intermediary of choice, and that ambition can only be realised if we constantly challenge ourselves to make things better for our clients. We’re always happy to hear from people who are looking for opportunities to work with us and help our business grow. #TGHP 

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