Protection Adviser

About Moneybox

Moneybox is the award-winning app that helps you turn your money into something greater. We’ve brought saving, investing, home-buying, and retirement services all together into one simple app, so it’s easier than ever to achieve your goals and build wealth, whatever your starting point.

Job Brief

What you’ll do

• 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 helping them understand the need to protect their mortgage and family from the risks of sickness, critical illness or death
• 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
• Meet quality assurance, service and risk targets in a regulated environment

Who you are

• You’re a qualified Protection Adviser with a passion for helping customers with their protection and insurance needs
• You are driven and ambitious, looking to build your career at an exciting, fast growing company
• You have experience with advising from a panel of protection providers 
• You are passionate about 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

Experience and skills

• You will have 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
• Experienced with completing insurance applications, conducting medical questionnaires and liaising with protection underwriters to ensure the best possible outcome for customers. 
• The ability to apply risk management policies and procedures

What’s in it for you?

• Opportunity to join a fast-growing, award-winning and super ambitious business.
• Work with a friendly team of highly motivated individuals.
• Be in an environment where you are listened to and can actually have an impact.
• Thriving collaborative and inclusive company culture.
• Competitive remuneration package.
• Company shares
• Company pension scheme
• Hybrid working environment
• Home office furniture allowance
• Personal Annual Learning and Development budget
• Private Medical Insurance
• Health Cash Plan (cashback on visits to the dentist & opticians etc)
• Cycle to work scheme
• Gympass subscription to a variety of gyms and wellbeing apps
• Enhanced parental pay & leave
• 25 days holiday + bank holidays with additional days added with length of service.

This is a fully REMOTE role.