Are you an experienced protection sales professional ready to step into a leadership role? John Charcol is looking for a Protection Sales Manager to join our Protection team, based full-time at our Southampton office.
Location: Southampton (full-time office-based, with occasional travel to London and other UK sites)
Department: Protection
Reports to: Protection Sales Director
About the Role
You’ll be responsible for the management and development of a protection sales team, driving performance and helping advisers reach their full potential - all while upholding the highest compliance and customer service standards.
What You’ll Be Doing
* Running daily team catch‑ups to plan the day, review sales performance, and work through lead numbers, FF numbers, and problem‑pot cases.
* Weekly check‑ins with the Protection Sales Director to review team performance and elevate adviser concerns.
* Setting team sales targets and actively driving revenue growth across Protection, Wills, Wealth Referrals, and PMI.
* Conducting monthly 1‑2‑1s, performance improvement plans, and regular call listening with feedback.
* Managing interviews and onboarding for new team members.
* Monitoring NTU data to identify reinstatement opportunities and prevent recurrence.
* Managing 4‑year renewal campaign data to ensure clients are contacted within the renewal window.
* Handling complaints from referring advisors, admin, or clients.
* Building strong relationships with Operations, EST, Marketing, Compliance, and HR to improve business efficiency.
* Managing HR matters including probation, absence, disciplinary, and performance improvement policies.
* Producing regular management information and reports.
* Championing John Charcol values and embedding a strong, supportive team culture.
* Upholding FCA Consumer Duty by placing customer best interests at the heart of every decision.
What We’re Looking For
* Minimum two years of proven advised protection sales experience in a regulated financial services environment
* Attained Competent Adviser Status in a current or previous role
* Demonstrable experience managing and coaching a sales team in a regulated environment
* Strong understanding of the FCA regulatory framework, Consumer Duty, and T&C requirements
* Excellent communication and presentation skills – both written and verbal
* Ability to interpret MI and translate insights into actionable team development priorities
* Strong time management and accuracy under competing demands
* Proven relationship‑building skills with internal introducers, lenders, and providers
* An enthusiastic coach and motivator with a genuine desire to develop others
Performance is measured against:
Team business targets, individual adviser target/learning curves, KPIs including BZW, On Risk, NTUs and Clawbacks, T&C requirements, and goals set by the business.
What We Offer:
* Competitive salary with OTE potential £65,000‑£69,000 including a base salary of £45,000
* Critical illness cover
* Private medical insurance (upon successful completion of probation)
* Discounts on fees for mortgages.
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