Job Description
Are you passionate about helping people protect what matters most?
A successful, growing firm located in Cheshire East is looking to bring an experienced Protection Adviser into their team.
About the Role:
You’ll be advising on a full range of protection products, with the aim of ensuring every client receives clear, expert advice and the right cover for their circumstances.
•Provide expert advice and tailored recommendations on personal protection and business insurance products.
•Work closely with in-house mortgage advisers to identify client protection needs.
•Convert warm leads from an established client base – no cold calling required.
•Conduct thorough client fact-finds to assess individual and business protection requirements.
•Recommend suitable insurance solutions including life cover, critical illness, income protection.
•Maintain up-to-date knowledge of products, providers, and regulatory requirements.
•Ensure all advice and documentation meets FCA compliance standards.
•Build and maintain long-term relationships with clients, delivering excellent customer service.
•Achieve personal and team protection sales targets in line with company objectives.
What We Offer:
* The chance to work alongside experienced mortgage professionals
* A friendly, supportive team environment where your development is a priority
* Regular warm leads from existing clients
* Ongoing training and support to help you thrive
* A business that values its people and invests in their success
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What We’re Looking For:
* Minimum of 1 year’s experience in financial services or protection sales
* CAS status
* A genuine passion for helping clients with protection needs
* Strong communication and relationship-building skills
* A proactive, professional attitude with a client-first approach