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Protection Specialist
Protection Specialist
Location: The Meadows, Camberley
Brand: Mortgage Scout
Salary: Competitive Salary Package
Hours:
- Monday to Thursday: 8:30 am to 6 pm
- Fridays: 8:30 am to 5:30 pm
- Saturdays: Rotating basis (1 in 4), 10 am to 4 pm
About Mortgage Scout
We are Mortgage Scout. As the name suggests, we’re experts at seeking out the best way to buy the home of your dreams. Since 2003, we’ve been matching buyers with money-saving mortgages, combining attention to detail with industry knowledge. Our approach has earned us glowing reviews, client referrals, and repeat business, growing our business daily. We’re now one of the most trusted Mortgage Brokers across London and the UK, and proud to be award-winners too.
Finding innovative ways to make mortgages simple has worked exceptionally well for us.
Job Summary and Key Responsibilities
We’re seeking an experienced and customer-focused Protection Specialist to join our team. The successful candidate will provide high-quality, compliant advice on a comprehensive range of protection products, helping clients safeguard their financial future.
Working with warm leads from Mortgage Scout and LRG estate agency partners, you’ll build long-term client relationships while delivering outstanding service and achieving business targets.
Duties
- Provide expert, fully compliant advice and recommendations on a range of protection products, ensuring solutions are tailored to clients' needs and circumstances.
- Arrange and manage pure protection business (e.g., life insurance, critical illness cover, income protection, family income benefit) from initial enquiry through to policy completion.
- Build and maintain a strong client base from leads introduced by Mortgage Scout and LRG partners, while identifying opportunities for repeat business and referrals.
- Deliver exceptional customer experiences through professionalism, high-quality advice, and regulatory compliance.
- Maximise protection sales opportunities by engaging with clients, identifying needs, and educating them on financial protection.
- Develop collaborative relationships with Mortgage Scout advisers, estate agency colleagues, and internal teams to optimise lead generation.
- Work closely with a dedicated administrator to efficiently process applications, manage cases, and keep clients informed.
- Liaise with insurers, underwriters, and third-party providers to resolve queries and ensure timely case progression.
- Maintain accurate, compliant client records in line with FCA regulations.
- Consistently achieve and exceed sales, quality, and compliance targets while contributing to team goals.
- Stay updated with industry developments, regulatory changes, and product knowledge.
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Required Skills and Qualifications
- Fully CeMAP qualified (or equivalent recognised qualification).
- Proven experience as a Protection Adviser, with expertise in:
- Life Assurance
- Level and Decreasing Critical Illness Cover
- Income Protection
- Family Income Benefit
- In-depth knowledge of the protection market, products, and FCA regulatory requirements.
- Strong organisational skills, ability to manage busy workloads effectively.
- Exceptional communication and interpersonal skills, fostering trust and long-term client relationships.
- Track record of exceeding sales and performance targets in a customer-focused environment.
- Proactive, commercially driven approach to business development and converting leads.
- Experience collaborating with estate agency teams, mortgage advisers, and internal departments.
- Professional, adaptable, and self-motivated, with a passion for outstanding client outcomes.
- Experience in a fast-paced, high-performance sales environment.
- Strong attention to detail and commitment to compliance standards.
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Note: Candidates will be subject to a satisfactory DBS check.
What We Offer
- Proven career growth and advancement opportunities.
- Market-leading training and ongoing professional development.
- Flexible access to a portfolio of properties.
- Supportive and collaborative team environment.
Benefits
- Quarterly and yearly career awards.
- Salary sacrifice pension scheme.
- Generous holiday allowance, increasing by 1 day per year (up to an additional 5 days after 5 years).
LRG is an equal opportunities employer, encouraging applications from all backgrounds. We welcome dedicated professionals who share our commitment to excellence in real estate.
Please note: LRG does not engage recruitment agencies for hiring. All openings are managed internally. Unsolicited CVs or agency referrals will not be considered.
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