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Protection Specialist
Protection Specialist – Remote (Hybrid Potential)
Location: The Meadows, Camberley | Brand: Mortgage Scout
About Mortgage Scout
We’re Mortgage Scout—specialists in finding the right mortgage deal to help you buy your dream home. Since 2003, we’ve empower buyers with cost-saving mortgages, combining precision with expertise while delivering proven results.
Our approach ensures attention to detail and industry knowledge, fostering trusted business platforms for mortgage advice. Proudly recognised as award-winning brokers across London and the UK, we’re driven by client satisfaction, referrals, and repeat business.
Job Summary
We’re seeking an experienced, customer-focused Protection Specialist to join our skilled team. In this role, you’ll deliver FCA-compliant advice on protection products, helping clients secure their financial future while meeting business targets.
Key Responsibilities
- Provide Compliant Expert Guidance: Offer tailored advice on a full range of protection products, ensuring compliance and regulatory standards at every stage.
- Manage Protection Policy End-to-End: Arrange and administer pure protection solutions (life insurance, critical illness cover, income protection, family income benefit) from initial consultation to policy completion.
- Build Strong Client Relationships: Leverage leads from Mortgage Scout and LRG Estate Agency to develop long-term client connections and foster repeat business and referrals.
- Deliver Exceptional Customer Service: Maintain high standards in professionalism, quality of advice, and regulatory adherence throughout the client journey.
- Maximise Sales Opportunities: Proactively identify protection needs, educate clients on financial security, and boost conversion rates through strategic engagement.
- Collaborate Across Teams: Partner closely with Mortgage Scout advisors, estate agents, and internal departments to align leads and business growth.
- Efficient Policy Processing: Work with your dedicated administrator to manage client applications, resolve queries, and expedite policies “on risk.”
- Effective Compliance & Records: Ensure FCA-aligned record-keeping and fully adhere to company procedures.
- Achieve Targets & industry Leadership: Consistently outperform sales, quality, and compliance targets while staying updated on market trends and regulatory updates.
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Required Skills & Experience
- CeMAP Qualification: Must hold qualified status (or equivalent recognition) or be in the process of achieving it.
- Specialist Expertise: Proven experience as a Protection Adviser, with a focus on arranging multi-benefit protection policies including:
- Life Assurance
- Level/Decreasing Critical Illness Cover
- Income Protection
- Family Income Benefit
- Market Awareness: Strong knowledge of protection products, market dynamics, and FCA regulatory requirements.
- Organisation & Sales Prowess: Highly organised; ability to manage workload efficiently under pressure, while exceeding sales objectives.
- Synergistic Communication: Exceptional verbal/written skills to build trust, a rapport with clients, introducers, and colleagues.
- Collaborative Mindset: Aptitude to work in tandem with cross-departmental teams, property agents, and mortgage advisors.
- Self-Motivation & Speed: Experience thriving in fast-paced environments within high-performance teams.
- Detail-Oriented & complaint-driven: Unerring focus on adherence to compliance standards and FCA rules.
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About You
The ideal candidate will commit satisfactorily to a DBS check and align with Mortgage Scout’s standards.
Why Join Us?
Career Growth & Development
- A track record of promotion opportunities within the company.
- Market-leading training and continuous professional growth access.
Lifestyle Benefits
- A comprehensive salary sacrifice pension scheme.
- Generous holiday allowance (up to 5 additional days per year, based on service).
Recognition & Rewards
- Quarterly and yearly performance awards for high achievers.
Company Culture
- Supportive and collaborative team with transparent career progression.
- Access to a diverse property portfolio (where applicable).
We foster inclusivity—encouraging candidates from all backgrounds. LRG is an equal opportunity employer.
Summary
Ready to secure financial futures while contributing to a high-growth, client-centric team? Apply now and become part of a design-driven business dedicated to excellence and growth!
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