Protection Adviser

The opportunity

We’re on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We're looking for an experienced Protection Adviser to join our employed team, supporting our growth ambitions for the future.

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

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.

The Benefits:

Salary – up to £40,000
Bonus scheme – on target bonus 7.5%
Pension scheme – contribute up to 5% of your salary and Openwork will match you and add an extra 5%
Critical illness cover
Income protection – 1x salary
Death in service – 4x salary
27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
A range of other flexible benefits including private medical and dental insurance

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 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other 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.

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The opportunity

What will you need to succeed?

Why us?

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