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Protection specialist

Proper Recruitment
Posted: 16h ago
Offer description

NEW OPPORTUNITY ‼️ Role: Insurance Broker / Protection Advisor Location: London/Essex Tenure: Full-Time | Hybrid Proper Recruitment are delighted to be working with a growing brokerage in Essex, seeking a motivated Insurance Broker / Protection Specialist to provide tailored protection advice (Life, Critical Illness, Income Protection, Home/Buildings & Contents) to individuals, families and company directors. You’ll thrive in a fast-paced, target-driven environment, delivering outstanding service while helping clients secure financial peace of mind. This role is hybrid working role. Responsibilities: Consult with clients to understand their protection needs, lifestyle and financial goals Provide whole-of-market or panel-based advice across Life, CI, IP and Home/Buildings & Contents insurance Prepare quotes, comparisons and clear recommendations aligned to client requirements Ensure full compliance with FCA/network guidelines and internal procedures Maintain strong product knowledge and keep up with industry changes Build long-term client relationships through exceptional service and timely follow-up Achieve and exceed personal and team-based sales targets and KPIs Maintain accurate records; submit applications via CRM and insurer portals Handle policy amendments, renewals and post-sale client queries Requirements: 1–2 years’ experience in insurance, financial services or protection sales (ideally advised) Strong knowledge of Life, Critical Illness, Income Protection and Home insurance products Excellent communication, rapport-building and objection-handling skills Target-driven, self-motivated; able to work independently and as part of a team Familiarity with FCA requirements and working in a regulated environment Confident using CRM systems and insurer portals CeMAP, R05 or equivalent qualifications (or ability to trade) Benefits: Competitive base salary with generous commission structure Access to high-quality, warm leads from established mortgage businesses Ongoing training, CPD and support from experienced team leaders Clear career progression and support towards industry qualifications Flexible working options (office-based/hybrid subject to experience) Supportive, team-oriented culture focused on integrity and customer outcomes Pension Competitive Holiday Entitlement HR & Wellbeing Services Company Events / Mentoring & Coaching Hybrid Salary: £30,000–£35,000 base commission [OTE £75,000] If you are a motivated individual with a passion for delivering exceptional customer service, we would love to hear from you. Please submit your CV and apply. Any enquiries can also be directed to info@proper-recruitment.com or by phone – 0208 057 4047

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