Protection Adviser - Swindon, United Kingdom - Openwork UK Ltd

Openwork UK Ltd

Verified Company

Swindon, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are seeking a dynamic and experienced Protection Adviser to join our growing team.

Reporting to the Partnership Services Team Leader, the primary purpose of role is to proactively own and manage high quality protection and GI advice following the Openwork Sales Process guidelines.

Managing communications with clients, advisers, and 3rd party contacts, you will follow workflows and complete accurate CRM and submission records.

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This is a high performance, high profile, sales focused role, based 2/3 days a week in our Swindon office.

The benefits:

Salary up to £35,000 DOE
Bonus scheme on target bonus 7.5%
Pension scheme contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
Critical illness cover
Income protection 1x salary
Death in service 4x salary
25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key Accountabilities:

To demonstrate an excellent and comprehensive up to date knowledge of existing Openwork Protection & GI product suite.
To identify customer needs and provide accurate and compliant advice relevant to customer's individual situation through professional and confident communication.
To proactively follow up pipeline cases proactively and timely to establish a case resolution Ensuring that all cases follow the Openwork's T&C Framework.
To be responsible for the end to end advice process.