Protection Sales Director
Location: Southampton (with occasional travel as required)
Contract Type: Full-time, Permanent
Application Deadline: Friday 14th June 2025
We are recruiting for a newly created position at John Charcol, a Protection Sales Director, to join our leadership team. This is an important and high-impact role, designed to shape and lead the growth strategy of our protection division as part of our wider expansion under Pivotal Growth.
We are looking for an exceptional individual with a strong track record in regulated financial services sales leadership. This is a rare opportunity to build something from the ground up within a highly respected national brand, backed by serious growth ambitions and operational scale.
About the Role
Reporting directly to the CEO, you will be responsible for leading and motivating a high-performing team, driving new business revenue, and overseeing the execution of our protection sales strategy. You will work cross-functionally with other departments including Operations, Marketing, Compliance and HR to ensure the division delivers on commercial objectives while upholding regulatory standards.
Key Responsibilities
* Develop and implement a protection sales strategy aligned with business goals
* Lead and manage a team to meet new business and retention targets
* Oversee the full sales process, from lead generation through to completion
* Monitor and report on performance metrics including NTU rates and clawbacks
* Maintain a strong understanding of market trends, product developments, and competitor activity
* Ensure full adherence to FCA requirements and internal policies
* Contribute to wider business planning and represent the brand externally at industry events
What We’re Looking For
* Proven leadership experience in a regulated financial services environment
* Strong and consistent protection sales track record
* Excellent people management, coaching, and performance development skills
* High standards of conduct, attention to detail, and commercial awareness
* Exceptional communication and presentation skills
* Able to operate at a strategic level while being hands-on when required
Application Process
This is a critical leadership appointment for John Charcol and Pivotal Growth. We are looking to engage candidates of the highest calibre.
To apply, please send your CV by no later than Friday 14th June 2025. A short-written application outlining your suitability for the role is welcomed and encouraged.
Interview Process
* First Interview: Late June 2025 (TBC). To be held in either our Southampton or London office with Lisa Walklin-Knight, Chief Operating Officer. The session will last approximately 1.5 to 2 hours and include structured interview questions, competency-based assessments and discussion around the role. Psychometric testing will form part of the pre-screening process.
* Second Interview: Final shortlisted candidates (likely 2–3) will meet Chris Wallis, Chief Executive Officer, for a face-to-face meeting.
If you are a dynamic, results-driven leader with a passion for protection and a desire to shape the future of our business, we look forward to hearing from you.