Are you an experienced insurance professional who thrives on turning cancellations into conversions and customers into lifelong clients?
Join Manor Financial Advice--a fast-growing, energetic team that's shaking up the protection insurance space in the North West.
We're on the lookout for a confident, self-driven
Collections & Retentions Advisor
who's ready to make a real impact in a business where your work truly matters. This is the
only role of its kind
in our team, so you'll need to bring experience, ownership, and a proactive mindset from day one.
What You'll Be Doing
Retention & Recovery
- Monitor daily lapses, cancellations, and missed payments across our client base. Reach out to reinstate policies and get clients back on track.
Client Engagement
- Make proactive review calls, upsell where appropriate, and build relationships that last.
Policy Management
- Liaise with insurers, manage reinstatement processes, and handle trust documentation.
Sales Opportunity
- Spot cross-sell chances for additional products like home insurance, multi-protect, and more.
?
Win-back Campaigns
- Reconnect with former clients whose policies have lapsed and reintroduce them to protection solutions that fit.
What You'll Bring
? Experience in
life insurance, protection sales
, or
collections/retentions
? Confidence in handling customer conversations over the phone
? Self-motivation--you'll own this function!
? A customer-first attitude and strong attention to detail
Why Join Us?
Bonus & Commission Structure
- Earn what you're worth
Young, Ambitious Team
- Work alongside driven professionals in a supportive, collaborative culture
Generous Holidays
- 20 days plus bank holidays, rising to 25 with service
Cycle to Work Scheme
Work-Life Balance
- We believe in a happy team
Location:
Our office is based in the friendly and well-connected town of Cheadle--easy to reach by public transport or motorway.
Apply now and take charge of a key role in our growing insurance firm.