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Protection adviser

Winchester
CareerStone
Protection advisor
Posted: 19 March
Offer description

Job Description

Protection Adviser - Warm HNW Clients - Genuine £150K OTE - Fantastic Environment

This is a very unique opportunity to join one of the UK’s most respected names in Financial Services - a firm with nearly three decades of success delivering thoughtful, high-quality advice to a loyal, high-net-worth client base.

You’ll be part of a business that values professionalism over pressure, relationships over transactions, and long-term client outcomes over quick wins.

The Opportunity

You’ll join a highly successful mortgage division made up almost entirely of Mortgage Advisers, supported by a small, specialist Protection team.

Crucially:

* The mortgage advisers do not write protection business
* Every protection opportunity is passed directly to you
* Demand is currently far exceeding capacity

This means one thing: more opportunity than the current team can handle

What Makes This Role Different

* Guaranteed double-figure leads every week
* All leads are:
* Fully warm and pre-qualified
* Mostly existing clients from a large, established client bank (thousands)
* Expecting your call
* A genuinely consultative environment:
* No cold calling
* No high-pressure sales
* Focus on advice, not selling
* Current Protection Advisers are:
* Writing significant volumes consistently
* Earning strong, realistic incomes

This is a pure conversion role with exceptional lead quality

Earnings & Package

* Genuine, achievable OTE - no inflated figures or empty promises
* Up to 60% commission
* Employed or Self-Employed options available
* Full corporate benefits including private medical insurance and life assurance

Your Role

* Deliver tailored advice on Life & Protection solutions through structured, high-quality consultations
* Work exclusively with pre-qualified, warm clients
* Conduct detailed fact-finds to understand each client’s needs
* Provide clear, compliant, and well-considered recommendations
* Build long-term relationships as a trusted adviser, not a product seller

Culture & Environment

* Very inclusive, team-focused culture with no internal competition
* Regular socials and a strong sense of community
* Fantastic, supportive management team invested in your development
* A business that genuinely invests in training, progression, and long-term careers

What You’ll Bring

* Experience in Protection / Life Insurance advice
* A strong commitment to client care and ethical advice
* Excellent communication and relationship-building skills
* A consultative mindset focused on long-term value over short-term wins

Why Join?

If you’re looking to move away from:

* Cold calling
* Low-quality leads
* Unrealistic OTEs

…and into a role where:

* You’re working with warm, high-quality clients
* You have consistent, guaranteed opportunity
* Your earnings are realistic and proven
* And you’re supported by a genuinely strong business

This is one of the best protection setups currently available in the market.

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