Trainee Mortgage and Protection Advisor

  • Belfast
  • 22000 - 25000
  • Full Time
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Donard Recruitment are recruiting for our client who are a FCA regulated debt practice and a licenced insolvency practice, as they are looking to recruit for a trainee mortgage and protection advisor.

It is an amazing opportunity for a candidate that wants to gain experience with a progressive and dynamic company to further your career.

The successful candidate will have the opportunity to grow and develop this area of the business combined with the support to further advance their own career. Successful utilization of vast resources provided will bring significant rewards and opportunities for advancement.

The ideal candidate will be an experienced sales professional with a demonstrable ability to convert a reasonable volume of enquiries to sales working within a compliant and fast paced environment.

This is a permanent job offering an excellent remuneration package.


Duties and responsibilities will include;

  • Contacting new and existing customers
  • Discussing Insurance requirements with customers
  • Taking detailed information
  • Providing quotations to customers
  • Following up on quotations
  • Building long term relationships with customers
  • Contacting customers proactively to ensure renewals
  • Upselling and cross selling additional products and services
  • Following up calls, managing processes, arranging call backs
  • Handling all related administration



Essential Criteria:

  • A minimum of 3 years experience in a F2F or Telesales role
  • B2C Sales experience
  • Ability to deliver on agreed targets
  • Excellent written and verbal communication skills
  • Strong organisational skills



Desirable Criteria:

  • Experience of selling insurance such as Life cover, Illness insurance, Accident Plans, Medical Insurance, Income Protection




Salary & Benefits

  • Excellent salary and bonus – £22,000 – £25,000 Plus Bonus (OTE £35k-£40K)
  • Career development opportunities
  • Flexible working following probationary period
  • Workplace pension scheme
  • 30 days annual leave plus additional entitlement based on length of service
  • Paid study leave and exam costs

Closing Date:
Job Closed

Job Reference Number:

To apply for this job send your CV to or call 028 9099 6195
quoting the reference


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