Moneybox is hiring a
Protection Adviser

Summary

The job is for a Protection Adviser at Moneybox who will provide professional and personalized protection advice to customers, guide them through the mortgage application process, meet monthly revenue targets, and continuously look for ways to improve customer experience. The ideal candidate has 5+ years of experience in a protection broker role, is CeMAP qualified, and has a comprehensive knowledge of the protection market.

Requirements

• You’re a qualified Protection Adviser with 5+ years provable experience within a protection broker role
• You will have a comprehensive knowledge of the protection market, with experience and knowledge of recommending Income Protection, Critical Illness cover, Life cover and Family Income Benefit
• Experience recommending protection from a panel of providers
• You will be CeMAP qualified and hold Competent Adviser Status

Responsibilities

• Provide professional and personalised protection advice to Moneybox customers
• Guide customers through the mortgage application process and help them from their first step to their doorstep!
• Consistently meet monthly revenue targets by conducting protection reviews with our mortgage customers
• Continuously look for ways to improve customer experience and journeys
• Work with other teams, such as our Mortgage Advisers, Home-buying Qualifiers and Administrators, to ensure smooth handovers and a seamless customer handover

Preferred Qualifications

• You have a passion for improving the home-buying experience for first time buyers
• You have a high level of empathy and go above and beyond for customers
• You have excellent verbal and written communication skills
• You are flexible to work evening and weekend shifts