保护顾问
Protection Advisor
加入我们开创性的金融科技团队，担任保护顾问！
你是否是一位经验丰富的、有抱负的保护顾问，渴望将职业生涯提升到新的高度？你将加入Loan.co.uk不断壮大的保护团队，并在从零开始打造更智能、更简单的保护产品方面发挥关键作用。这是你将专业知识带到一个快节奏、具有前瞻性的公司的好机会，这家公司正在利用人工智能和自动化重新构想金融体验。如果你有抱负、有动力，并准备产生真正的影响力，我们期待你的加入。你将运用你的专业知识，帮助确保我们的客户拥有合适的保护解决方案，同时也会带来新鲜的想法和见解。
💬 你将负责：
- 为一系列保护产品提供专业建议，引导客户找到最适合他们需求的解决方案。
- 使用前沿技术，让你有更多时间与客户互动，减少行政工作时间。
- 参与塑造我们保护产品的未来，带来你的见解和经验，持续改进我们的方法。
- 在整个客户旅程中提供支持，从最初的咨询到完成申请和生活方式问卷。
- 为现有客户提供额外需求的建议。
- 作为一支卓越团队的一员，提供最佳的客户体验。
- 确保所有监管要求都得到满足。
✅ 我们寻找的人选需要具备：
- 在全市场环境下，有2年以上关于人寿保险、收入保障和重大疾病保障的咨询服务经验。
- 出色的沟通能力——包括书面和口头表达。
- 在快节奏环境中工作的能力，并能管理大量客户档案。
- 有从最初咨询到完成服务的客户服务经验。
- 在处理咨询方面有出色的表现，能够搜索多个供应商，为客户找到最佳解决方案。
- 持有RO5或CeMAP资格证书，或愿意在工作中完成该认证。
- 有灵活性以满足客户需求。
- 有持续达成或超越目标的记录。
- 对行业趋势和最佳实践保持关注，并愿意与团队分享你的知识。
💛 为什么你会喜欢在这里工作：
- 薪资体现你的价值——因为你做得很好。
- 没有限制的佣金——你的成功就是你的机会。OTE：£60,000
- 有时间休息和恢复精力——29天年假
查看英文原文
Join Our Trailblazing FinTech Team as a Protection Advisor!
Are you an experienced and ambitious Protection Advisor eager to take your career to the next level? You’ll join our growing Protection Team at Loan.co.uk and play a key role in building a smarter, simpler protection offering — from the ground up. This is your chance to bring your expertise to a fast-paced, forward-thinking company that’s reimagining the financial experience using AI and automation. If you’re ambitious, driven, and ready to make a real impact, we’d love to hear from you. You’ll leverage your expertise to help ensure that our clients have the right protection solutions in place, whilst also bringing fresh ideas and insights to the table.
💬 What You’ll Be Doing:
- Provide expert advice on a range of protection products, guiding clients to the solutions that best suit their needs.
- Work with cutting-edge technology that allows you to spend more time with clients and less time on admin.
- Help shape the future of our Protection offering, bringing your insights and experience to continuously improve our approach.
- Support clients throughout the entire journey, from initial enquiry to completing applications and lifestyle questionnaires.
- Advising existing clients with additional requirements.
- Working as part of an incredible team to provide the best customer journey.
- Ensuring that all regulatory requirements are met.
✅ We’re Looking for Someone Who has:
- 2+ years’ experience advising on life insurance, income protection, and critical illness cover in a Whole of Market environment.
- Excellent communication skills — both written and verbal.
- A proven ability to work at pace and manage a large portfolio of clients.
- Experience supporting customers from the initial enquiry to completion.
- Strong track record in handling enquiries, searching multiple providers to find the best solution for your clients.
- A RO5 or CeMAP qualification or a willingness to complete it as part of your role.
- A willingness to be flexible to meet the needs of the customer.
- Someone with a track record of consistently meeting/exceeding targets.
- Someone who is keen to stay on top of trends and industry best practices and share your knowledge with the wider team.
💛 Why You’ll Love Working Here:
- A salary that reflects your value– because you're great at what you do.
- Uncapped commission– your success is your opportunity. OTE: £60,000
- Time to rest and recharge– 29 days holiday (including bank holidays), to use when you want, and growing annually.
- Fully remote, fully trusted– work from anywhere in the UK.
- Perkbox– get discounts on holidays, shopping, cinema trips, wellness, and more.
- Company pension– via True Potential Investor.
- BUPA health cover– your wellbeing matters to us.
- Recognised qualification- We’ll fund and support you through your RO5 qualification, if you don’t already have it.
🌱 What It’s Like to Work Here:You’ll join a company that’s inclusive, forward-thinking, and genuinely values its people. We’re building something better,a broker for the future– and we want our team to grow with us.
🚀 Ready to Join Us?If this sounds like your kind of role, we’d love to hear from you. You don’t need to tick every single box—if you’ve got the skills, passion, and the drive to make a difference, we want to hear from you. We're an equal opportunity employer, and we welcome applicants from all backgrounds. If you need any adjustments, just let us know—we’ll do our best to make it work.
Apply now and help us reshape the future of protection.
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Salary: £60,000 OTEOriginally posted on Himalayas