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Protection Consultant

  • Salary: £28000 - £30000 per annum
  • Location: Berkshire
  • Sector: Employee Benefits
  • Job type: Permanent
  • Date posted:
    27 Jan 2021
  • Job reference: 35108

Do you love building relationships and thrive in a business development role.


And want to work for one of the largest Brokers in the world..

This is your opportunity

I am currently looking to speak with experienced Financial Services Protection Consultant who have experience of successfully converting potential customer enquiries, have a track record of building strong relationships with Insurers/Providers, Clients and Account Managers.

The main purpose of the role is to acquire new clients through other opportunities such as client referrals, developing Introducer relationships and other business development activity and to retain and develop existing SME client accounts through the delivery of high standards of consultancy, excellent customer service and appropriate customer propositions.

Additional duties

  • To be fully conversant with and able to provide compliant protection advice to customers
  • Successful conversion of leads provided by the Company to deliver personal new business income
  • Generation of new business income through client referrals, introducer relationships and other business development initiatives
  • Successful management of own protection client portfolio, in line with the Service Level Matrix
  • Delivery of additional revenue growth through client referrals to other health sales teams
  • Work closely with the Head of Internal Markets to develop its customer proposition for protection customers

As you will know R01 - Financial Services, Regulation and Ethics R05 - Protection are essential qualifications for this role. But you will also have a proven ability to negotiate successfully on behalf of customers to deliver targets and have strong numeracy and literacy skills.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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