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Protection Specialist
Protection Specialist (The Meadows, Camberley)
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. We’ve been matching buyers with money-saving mortgages since 2003. Combining attention to detail with industry knowledge, we’ll track down the mortgage deal that works for you.
Finding innovative ways to make mortgages simple has served us well, with glowing reviews, client referrals, and repeat business growing our business every day. We’re now one of the most trusted Mortgage Brokers across London and the UK, and we’re proud to be award-winners too.
- Competitive salary package
- Hours: Monday-Thursday: 8:30am – 6pm | Friday: 8:30am – 5:30pm | Saturday (rota): 1 in 4, 10am – 4pm
Job Summary & Key Responsibilities
We are seeking an experienced and customer-focused Protection Specialist to join our growing team. The successful candidate will provide high-quality, compliant advice on a comprehensive range of protection products, help clients safeguard their financial future, and build lasting client relationships.
Key Duties Include:
- Provide expert, compliant advice on life insurance, critical illness cover, income protection, and family income benefit, tailored to each client’s needs.
- Arrange and manage pure protection business from inquiry through to policy completion.
- Build a strong client base through Mortgage Scout and LRG estate agency leads, fostering repeat business and referrals.
- Deliver an exceptional customer experience, upholding FCA regulatory compliance and professional standards.
- Maximise sales opportunities by proactively addressing protection needs and educating clients.
- Collaborate with Mortgage Scout advisers, estate agency colleagues, and internal teams to enhance lead generation.
- Coordinate case management with administrators, ensuring smooth processing from application to "on-risk" policy commencement.
- Resolve queries with insurers and underwriters to ensure timely case progression.
- Maintain accurate, compliant client records as required by FCA regulations.
- Exceed sales, quality, and compliance targets while supporting team objectives.
- Stay informed on industry changes, regulatory updates, and product knowledge to sustain high standards.
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Requirements
Essential Skills & Experience:
- Fully CeMAP qualified (or equivalent).
- Proven experience as a Protection Adviser, with a strong track record in advising and arranging:
- Life Assurance
- Level and Decreasing Critical Illness Cover
- Income Protection
- Family Income Benefit
- Deep knowledge of the protection market, FCA requirements, and product expertise.
- Strong organisation and time management skills for managing multiple cases.
- Exceptional communication and relationship-building abilities with clients, introducers, and colleagues.
- History of exceeding sales and performance targets in customer-focused roles.
- Proactive, commercially-driven approach with a focus on business development.
- Ability to collaborate with mortgage advisers, estate agents, and stakeholders.
- Professional, adaptable, and self-motivated with a passion for outstanding client outcomes.
- Experience in a fast-paced, high-performance sales environment.
- Rigorous attention to detail and commitment to compliance.
- Satisfactory DBS check required.
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What We Offer
Career Development & Professional Growth:
- Proven track record for advancement within the company.
- Market-leading training and ongoing support.
Benefits:
- Quarterly and yearly awards.
- Salary sacrifice pension scheme.
- Generous holiday allowance (increasing by 1 day per year, up to an extra 5 days after 5 years).
LRG is an equal opportunities employer. We encourage candidates from all backgrounds to apply.
Direct applications only. No recruitment agency submissions accepted.
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