Tenant Protection Advisor

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Tenant Protection Advisor

Key Responsibilities:

 

  • Meeting performance targets set out by Life FS.
  • Fact find effectively to establish the client’s current finances and future aspirations.
  • Provide high quality professional protection advice and explain different types of options available to the client.
  • Explain required insurance products so that clients can make informed choices. Help the client through the home renting process if needed.
  • Communicate with estate agents, mortgage lenders, solicitors and insurance providers.
  • Ensure all regulatory documentation completed within the required timescale and meeting the quality standards set.
  • Support additional income streams such as referrals for wills, conveyancing etc Follow any training and development plan agreed to improve performance.
  • Adheres to all company policies and procedures as set by Company.
  • Embrace company values and promote them effectively.
  • Embrace company ethos in treating customers fairly.
  • Maintain knowledge of the financial services industry and knowledge that is deemed necessary
  • Keeping up to date with monthly CPD in line with the FCA requirements

Key Skills required:

 

  • Good communication and listening skills.
  • Organised and target driven.
  • Willingness to learn new skills.
  • The ability to explain complex information clearly and simply. Excellent customer service skills.
  • Honest and trustworthy attitude. Respect for confidential information.
  • CEMAP 1 or RO5

 

In return, you can expect to receive:

  • Continuous exciting career and personal development opportunities
  • Competitive salary package
  • Annual incentive trips for our top performers
  • Full training and development from Company Directors with regular mentoring
  • A paid day off for your birthday after successful pass of probation
  • Increasing holiday entitlement from 2 years’ service
Permanent
12 April 2021
Financial Services
Protection Advisor
Berkshire, Bracknell