Business Protection Advisor

We are looking for someone with business protection experience or knowledge to join our team. This is a remote role but does require occasional travel to clients and our offices in the Southwest of England.
Our Business Protection Advisors are a key part of our business, speaking to our clients and providing advice on all aspects of business protection, including key person protection, shareholder protection, executive income protection, loan protection and relevant life cover. We ensure that we understand our client’s needs and provide products and services that exceed their expectations and retain their loyalty.
We strive to provide a market-leading customer experience, and that’s driven by you. Our people share a common mindset that sets us apart. Our Business Protection Advisors are engaging, positive, they listen, they are receptive to what our customers want, they are adaptive, hardworking team-players, and they build trusted relationships with colleagues, customers, and insurer partners. Being part of our team will mean ensuring we meet our commercial targets by maximising business and service opportunities from all contacts in a consistent, fair and compliant manner. You will be joining an established, friendly and experienced team who will be able to provide support for you to succeed within your role.
What You Will Do As a Business Protection Advisor
This is an overview and not an exhaustive list of responsibilities. Collaborating with your line manager, you will develop your own objectives but focus on all of the following:
New Business Income through new client acquisition, primarily from converting leads generated from your relationships with key introducer partners within Ardonagh, but also from self-generated new business opportunities.
Customer satisfaction, as measured by internal customer satisfaction surveys and Investors in Customers surveys (or equivalent external measures).
Relationship Management with the Company’s lead generation and customer service teams, and account management personnel within insurers and other providers.
Working closely with colleagues across our employee benefit teams, to identify opportunities for onward referrals.
What we are looking for in our Business Protection Advisor:
Experience within the Financial Services market, with some experience or intermediate working knowledge of Business Protection essential.
Minimum of Cert CII RO5 or willingness to study towards qualification.
Experience in successfully converting potential customer enquiries essential.
Experience in relationship building with Insurers/Providers, Clients and Account Managers.
Experienced in using Microsoft Office Programs.
Experience in Financial Services, Regulation and Ethics.
A proven ability to negotiate successfully on behalf of customers to deliver targets.
Effective verbal and written communication skills.
Well organised and able to respond well under pressure and meeting deadlines.
Working well as part of a team as well as being able to work for periods using own initiative.
Copes well with change, internally within the business and externally within the market.
In return you will be welcomed and supported with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing.
So, what are you waiting for? Apply today and one of our team will be in touch.
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Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.
If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.
Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.
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Work arrangement
Yes