Plan and Prosper

Plan and Prosper With over 35 years'experience we have helped many clients from various backgrounds protect their Ass

17/05/2021

£40,000.00-£50,000.00 per year

Benefits: Company events, Free or subsidised travel, On-site parking
Additional pay: Bonus scheme, Commission pay, Salary, Performance bonus

Plan and Prosper work on behalf of our customers. We compare the whole of market to find the suitable products.

The role of an Insurance Advisor will encompass the following responsibilities -

You will be responsible for responding to Enquiries that are customer initiated (prospective customers are actively seeking to speak to an advisor about our services) and you will be tasked to find prospective customers for new business yourself by using our existing database and by networking.

From receiving the initial enquiry, you have a consultation to assess the client’s needs and convert into policies.

You will need good time management skills and a consultative approach, whilst providing every client with an exceptional level of customer service and ensuring all relevant documentation is completed appropriately.

You must be

*Self-motivated

* Well spoken and presentable

* Professional

* Target driven

You must have

* a valid UK driving licence

* 2 years Sales experience

* a desire to succeed

*PLEASE ONLY APPLY FOR THIS ROLE IF YOU HAVE EXPERIENCE in Financial services*

Have your Will drafted for free with Plan & Prosper. You’ll have access to one of our specialised Paralegal’s to help gu...
10/03/2020

Have your Will drafted for free with Plan & Prosper.

You’ll have access to one of our specialised Paralegal’s to help guide you through the process.

Without a Will, you will leave your loved ones with far more work to do after your death and it is highly likely that your possessions will not be distributed the way you want.

Wills can distribute your property, name an executor, name guardians for children, forgive debts and more. Having a Will also means that you, rather than your state's laws, decide who gets your property when you die.


Call us on: 028 9433 8888 / 020 3978 2135
e-mail: [email protected]
www.planandprosper.co.uk

10/03/2020

We are seeking a number of Insurance Sales Brokers and Sales Managers to join our growing team. Plan & Prosper is a UK based financial services company and have been established for over 30 years. We are currently recruiting for a number of roles within our Events Sales Promotions channel.

Plan & Prosper offer a range of bespoke products unique to any other on the market.

The role of a Sales Broker will encompass the following responsibilities -

* Direct face-to-face selling to the general public through Events (no cold calling)
* Working on promotional stands, in a shopping centre environment
* Successful candidates will also receive pre-booked home appointments
* Booking consultations and house visits
* Working amongst an established and successful team

The ideal candidate will be -

* Self-motivated
* Well spoken and presentable
* Target driven
* Ideally hold a valid UK driving licence
* No sales experience required but would be desirable
* Most importantly, an obsession to become successful

Listed above are the traits that we are looking for in individuals. Combined with our full training program and extensive ongoing support. The right candidates WILL succeed within our organisation and lead a prosperous career with us!

If you think you have what it takes to succeed in a fast-growing and incredibly lucrative industry, please proceed to apply.

Successful candidates can expect to earn £20,000 basic plus uncapped commission.
Job Type: Basic plus Uncapped commission
£50,000.00-£100,000.00 p/a ote

www.planandprosper.co.uk

12/02/2020

*Hiring Now*
We are seeking to further expand our business throughout the UK. We require a motivated, ambitious individual to fit in with our existing teams values. This person will be reasonable for sourcing and hiring new event sales agents across the UK, setting up sales teams and managing our relationship. This will involve travelling, sales training and being able to lead by example.

We’d all like to believe we’re invincible but chances are, you’ll need medical care at various stages in your life. When...
24/01/2020

We’d all like to believe we’re invincible but chances are, you’ll need medical care at various stages in your life. When those times arrive, Private Health Insurance can help ease your pain.

Health insurance, also known as private medical insurance, is designed to ensure that if you need medical treatment in future, you won’t need to worry about NHS waiting lists or paying for the cost of the treatment.

If you’re treated privately, health insurance will pay all or some of your bills.

It should get you diagnosed and treated quickly, as well as offer you a prompt referral to a consultant and admission to a private hospital at a time and place that is convenient for you.

Call us on: 028 9433 8888 / 020 3978 2135
e-mail: [email protected]
www.planandprosper.co.uk

Have you recently seen a property and have fallen in love? Let us take care of arranging the finance and placing the key...
21/01/2020

Have you recently seen a property and have fallen in love? Let us take care of arranging the finance and placing the keys in your hands.

First time buyers* No deposit necessary
Moving home*
Buy to Let*

With over 30 years’ experience let us take care of arranging the best possible deal for you. A slight increase in interest rate can mean thousands over the term of the mortgage, don’t leave this to chance – call us today!

Call us on: 028 9433 8888 / 020 3978 2135
e-mail: [email protected]
www.planandprosper.co.uk

(*MORTGAGES ARE SECURED ON YOUR HOME.
YOU COULD LOSE YOUR HOME IF YOU DO NOT KEEP UP PAYMENTS ON YOUR MORTGAGE*)

Life insurance can help prevent your love one’s from suffering financial hardship. You decide on the amount to be paid o...
10/01/2020

Life insurance can help prevent your love one’s from suffering financial hardship. You decide on the amount to be paid on your untimely death and we will provide the quote.This lump sum can be used to pay Debts, Mortgages, Funeral Cost’s, Children’s Education, Pay an inheritance tax bill and or replace one’s income to maintain living standards

Plan and Prosper will work for you to find the Life insurance you desire. We are independent from the insurance company and do not charge a fee for our service. We make money by earning a commission directly from the insurer.

Term Insurance

Whole of Life Assurance

Critical Illness Cover

We work with all the major provider's to find the policy that suit you best
Tailed to your budget and cover requirements
Whole of Life Assurance and Term Insurance

Call us on: 028 9433 8888 / 020 3978 2135
e-mail: [email protected]
www.planandprosper.co.uk

Funerals can be expensive and, in many circumstances, will cost thousands of pounds. This causes concern to some people ...
08/01/2020

Funerals can be expensive and, in many circumstances, will cost thousands of pounds. This causes concern to some people as they are worried, they won’t leave enough money to be able to pay for their funeral. Therefore, funeral plans are an effective way to ensure you and your family have peace of mind. They enable you to set aside money either in the form of a lump sum or monthly payments to put towards or fully cover your funeral costs.

Because people are concerned about the cost, over the past few years we have seen an increase in the number of people that take out a pre-paid funeral plan. The plans we offer are priced between £2,000 and £4,500. For this reason many people choose to pay in instalments. Understandably this offers complete peace of mind for you and your family.

Contact us to ensure your last wishes are carried out without a glitch.

Call us on: 028 9433 8888 / 020 3978 2135
e-mail: [email protected]
www.planandprosper.co.uk

Did you know that one of the greatest assets you have is your ability to earn an income? Most people take out insurance ...
08/01/2020

Did you know that one of the greatest assets you have is your ability to earn an income? Most people take out insurance policies on their material possessions or for their health, but they forget to protect their single most important asset, their income.
If you’re struck down with an illness or injury and unable to work, there is no need to worry, that is exactly what income protection insurance is for. Don’t leave your future earnings to fate, contact Plan and Prosper.

Call us on: 028 9433 8888 / 020 3978 2135
e-mail: support@planandprosper
www.planandprosper.co.uk

There are some things in life we can’t predict but life insurance can at least help make sure that your loved ones are f...
08/01/2020

There are some things in life we can’t predict but life insurance can at least help make sure that your loved ones are financially taken care of in the event of your death. If you die, life insurance can help by paying out a cash lump sum to your loved ones to use however they need to. Perhaps to help with the mortgage or loan repayments or bills. This cash lump sum is called the ‘Sum Assured’ or amount of cover.

For your life insurance you’ll pay a ‘Monthly Premium’. The premium will depend on your age, the sum assured, and the type of cover.

Insure your most valuable asset today with Plan and Prosper.

Call us on: 028 9433 8888 / 020 3978 2135
e-mail: [email protected]
www.planandprosper.co.uk

08/01/2020

Take a look at our bespoke guaranteed acceptance plans available throughout the U.K

Address

10 Kings Building, 152 Albertbridge Road
Belfast
BT54GS

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+442039782135

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