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Protection Specialist

Owl Financial

HybridHybrid

Original Job Summary

About Owl Financial

Owl Financial is a UK-wide advice business dedicated to helping people secure the right level of financial protection. As a trading style of Openwork, one of the UK's largest networks of financial advisers, we provide professional, face-to-face personalised advice with a strong emphasis on quality and client satisfaction.

Role Overview

The Protection Specialist role is remote and focuses on delivering high-quality advice on financial protection products. You will assess client needs, recommend suitable products, provide tailored advice, and engage in follow-up communications to ensure customer satisfaction. Additional responsibilities include training and staying updated on the latest industry trends and products.

Main Responsibilities

  • Assess client needs and recommend appropriate financial protection products.
  • Deliver personalized advice and maintain effective communication with customers.
  • Provide follow-up support to ensure customer satisfaction.
  • Participate in training and stay current with industry trends.
  • Utilize strong problem-solving skills and independent work ethics.

Key Skills/Competency

  • Financial Protection
  • Client Advisory
  • Customer Service
  • Sales
  • Communication
  • Independent Work
  • Problem-solving
  • Training
  • Industry Knowledge
  • Physical Security

How to Get Hired at Owl Financial

🎯 Tips for Getting Hired

  • Research Owl Financial's culture: Study their mission, values, and client reviews.
  • Customize your resume: Highlight advisory and sales expertise.
  • Showcase remote work skills: Emphasize independence and communication.
  • Prepare for behavioral interviews: Illustrate client service excellence.

📝 Interview Preparation Advice

Technical Preparation

Review financial product details.
Practice CRM software navigation.
Update case study examples.
Study remote communication tools.

Behavioral Questions

Describe managing difficult client interactions.
Explain independent work experiences.
Detail a time you solved client issues.
Discuss adapting to remote guidance.