Senior Protection Specialist

Job Title: Senior Protection Specialist

Contract Type: Permanent

Working style: Home based

Closing date: 29th September 2024

We are seeking a passionate and detail-oriented Senior Protection Specialist to join our specialist protection team. This role plays a crucial part in supporting the sales function to achieve new business targets through adding value and knowledge to the advisers we deal with.

The ideal candidate will possess a superior understanding of specialist protection such as inheritance tax planning, business protection and large sum assured, alongside a comprehensive grasp of regulatory requirements.

The successful candidate will demonstrate excellent presentation and communication skills with a proactive approach to problem-solving, allowing them to effectively address challenges that may arise in the sales process. If you are passionate about protection and enjoy working in the financial services sector, we encourage you to apply for this pivotal role within our organization.

About the role

• Assist in identifying and developing new Corporate, High Net Worth and IHT Protection opportunities for Royal London Intermediaries.
• Create opportunities for sales activity for both Pensions and Protection field and telephone Sales and teams. Collaborate with Pensions and Protection Sales teams and other key business influencers (e.g., Propositions) as required.
• Provide specialist training and support to the Royal London sales teams
• Experienced in delivering face-to-face and webinar activity to both internal and external audiences

About you

• Experience in delivering sales through a consultative approach.
• Full driving license as UK wide travel will be required.
• Good understanding of competitor propositions and distribution strategies.
• A high technical knowledge of corporate protection needs and solutions.
• A good knowledge of relevant business structure and taxation.
• A high knowledge of the basics of inheritance tax and the use of life policies and trusts in IHT planning.
• Good knowledge of intestacy legislation and the use of trusts in life assurance.
• Diploma level 4 desirable but not essential

About Royal London

We’re the UK’s largest mutual life, pensions, and investment company, offering protection, long-term savings and asset management products and services.   

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve. 

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits  

Inclusion, diversity and belonging 

We’re an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.

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