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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in the protection market and products, including life, critical illness, and income protection, while effectively managing relationships with financial advisers and stakeholders. Proficient in delivering training and workshops to enhance adviser engagement and client outcomes.
Highest-signal resume keywords
Protection Market KnowledgeRelationship ManagementStakeholder EngagementCommunication SkillsTraining Delivery
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Protection ProductsFinancial AdvisersDiary ManagementTerritory PlanningClient Outcomes Improvement
Soft Skills
Proactive ApproachOrganizational SkillsConsultative ApproachTrust Building
Certifications & Qualifications
Full UK Driving Licence
Industry Keywords
Consumer DutyRegulatory RequirementsBusiness Development SupportAdviser Support Business
About the role
Key responsibilities & impact- Build trusted relationships with adviser firms across the territory
- Act as the go-to contact for protection support and guidance
- Increase engagement with Omni Protect's services, tools and specialist support
- Deliver adviser meetings, workshops, roadshows and review sessions
- Drive awareness and adoption of the protection proposition
- Support firms in improving client outcomes, advice quality and commercial performance through protection solutions
- Manage own diary and territory plan
- Maintain a regular cadence of virtual and face-to-face appointments
- Monitor performance and identify growth opportunities
- Work closely with internal stakeholders to deliver exceptional adviser support
- Report to the Managing Director for Omni Protect
Requirements
What you’ll need- Knowledge of the protection market and protection products, including life, critical illness and income protection
- Experience working with financial advisers, mortgage advisers, wealth management firms or intermediary businesses
- Strong relationship management and stakeholder engagement skills
- Ability to manage own diary, territory and appointment schedule
- Excellent communication and presentation skills
- Full UK driving licence, access to a car and willingness to travel across the region
- Consultant role within financial services (desirable)
- Experience with a protection provider, distributor, mortgage club, network or adviser support business (desirable)
- Understanding of Consumer Duty and adviser regulatory requirements (desirable)
- Experience delivering training, workshops, events or business development support to advisers (desirable)
- Proactive, organised and consultative approach
- Ability to build trust quickly and maintain long-term relationships
- Must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship
- Must not require Skilled Worker visa sponsorship
Benefits
Comp & perks- Market-leading protection proposition within the UK's largest provider of fintech and support services to the intermediary market
- Autonomy of a field-based role
- Flexibility to balance face-to-face meetings and virtual appointments
- Established portfolio of existing member firms, focusing on relationship growth rather than cold business development
- Legal right to work in the UK without time restrictions and without the need for future sponsorship