Protection Specialist

Company:
Trust Point Mortgage and Protection Services

At Trust Point Mortgage and Protection Services, we are dedicated to providing exceptional financial services and solutions to our clients. Our team is committed to helping individuals and families secure their financial future through comprehensive mortgage and protection plans. We are currently seeking a motivated, sales orientated and knowledgeable Protection Advisor to join our dynamic team.

As a Protection Advisor, you will play a crucial role in advising clients on a range of protection products, including life insurance, critical illness cover, income protection, and more. You will work closely with clients to understand their needs, provide tailored recommendations, and ensure they have the right coverage to safeguard their financial well‑being.

• Conduct thorough assessments of clients' protection needs.
• Develop and maintain strong relationships with clients.
• Stay up to date with industry trends and product knowledge.
• Ensure compliance with regulatory requirements.
• Achieve sales targets and contribute to the growth of the business.

• 2 years proven experience in financial services, preferably in a protection advisory role.
• Strong knowledge of protection products and the financial services industry.
• Excellent communication and interpersonal skills.
• Ability to build and maintain client relationships.
• Self‑motivated with a results‑driven approach.

• Competitive salary and commission structure.
• Comprehensive training and development programs.
• Supportive and collaborative work environment.
• Opportunities for career advancement.
• Excellent employee benefits package.