Business Protection Advisor
Location: Swansea
Hours: 10:00am - 6:30pm Monday - Thursday | 9:30am - 4:30pm Friday
Salary: £35,000 basic + generous commission structure
Job Type: Permanent
About the Opportunity
We are recruiting on behalf of a well-established and fast-growing Insurance Company seeking an experienced Business Protection Advisor to join its expanding team.
This is an excellent opportunity for a protection professional who is passionate about delivering strategic, consultative advice to business owners. The organisation takes a relationship-led approach, focusing on tailored commercial solutions rather than price-driven personal protection sales.
If you're commercially minded, confident working with senior decision-makers, and motivated by performance and progression, this role offers strong earning potential and clear career development.
The Role
As a Business Protection Advisor, you will take full ownership of the client journey - from initial consultation and fact-find through to policy implementation and ongoing relationship management.
You will provide specialist advice to business clients on:
* Shareholder Protection
* Key Person Cover
* Executive Income Protection
* Relevant Life Policies
* Group Risk & Employee Benefits
Clients are guided through an educational and strategic process, helping them understand the risks their business faces and how protection can support long-term continuity and growth.
Advice is delivered primarily via telephone and Microsoft Teams, with a strong emphasis on compliance, documentation, and delivering best client outcomes.
Key Responsibilities
* Conduct detailed and compliant business protection fact-finds
* Provide fully documented, client-focused advice and recommendations
* Collect and verify policy documentation via approved systems
* Present solutions confidently to directors and key stakeholders
* Build structured employee benefits and group risk packages
* Proactively generate new business opportunities
* Manage renewals and maintain long-term client relationships
* Adhere strictly to compliance frameworks and regulatory standards
* Maintain up-to-date CPD and product knowledge
* Contribute to the continued growth of the Business Protection division
About You
* Proven experience advising on business protection (essential)
* Strong technical knowledge of shareholder, key person and relevant life solutions
* Comfortable engaging with high-net-worth individuals and senior leaders
* Commercially driven with a proactive mindset
* Highly organised with strong attention to detail
* Excellent telephone and virtual communication skills
* Motivated, ambitious, and committed to professional development
* RO5 qualification desirable
What's on Offer
* £35,000 basic salary (experience dependent)
* Attractive and competitive commission structure
* Structured career progression pathway
* Ongoing training and funded professional development
* Supportive, collaborative working environment
* Modern office setting in Swansea
This is a fantastic opportunity to join a growing Insurance Company that views protection as a strategic commercial solution rather than an add-on product.
If you're ready to take the next step in your protection career and make a meaningful impact advising business clients, we encourage you to apply.
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