Protection advisor

Are you a Protection Advisor ready to step into a role where advice quality, client outcomes, and earning potential genuinely align?

If you’re currently in a brokerage, bank or estate agency environment and want to move into a setting where protection is valued, properly supported, and driven by warm opportunities rather than cold prospecting, this could be your next move.

Overview of the Company

The business is investing heavily in its protection arm, recognising its importance in delivering holistic advice and safeguarding clients’ financial futures. As part of this growth, they are looking to appoint a Protection Advisor who can maximise opportunity from an already thriving pipeline.

About the Protection Advisor Role

You’ll be engaging with warm, qualified leads, offering tailored recommendations across life insurance, critical illness cover, income protection and related products.

With a strong referral stream from mortgage advisors and a structured sales process already in place; you’ll be positioned to convert opportunity into high-quality business without the burden of self-generating leads.

Key Responsibilities

• Provide tailored protection advice aligned to clients’ personal and financial circumstances
• Engage with warm leads generated internally, including mortgage client referrals
• Recommend appropriate products across life, critical illness and income protection
• Build trust and educate clients on the importance and value of protection cover
• Manage the full advice process from fact-find through to application and policy completion
• Work collaboratively with mortgage advisors to maximise cross-sale opportunities
• Maintain up-to-date knowledge of products, providers and regulatory requirements
• Deliver consistent, compliant and high-quality customer outcomes

Package

• Basic salary up to £35,000
• Realistic OTE of £60,000 – £80,000+ with uncapped commission
• High-quality, warm leads provided – no cold calling or self-generation required
• Strong internal referral system from mortgage advisors
• Full administrative and operational support

Skills & Experience Required

• Minimum 12 months’ experience as a Protection Advisor
• Proven track record of converting protection opportunities
• Solid knowledge of life, critical illness and income protection products
• Strong communication and relationship-building skills
• A consultative, client-first approach to sales and advice
• Comfortable working with targets in a quality-led environment
• Organised, self-motivated and driven to maximise earnings potential

Why Apply?

Step into a Protection Advisor role where protection is a genuine priority, working with warm, engaged clients rather than chasing cold leads while benefiting from a consistent flow of opportunities to maximise your earnings.

You’ll join a forward-thinking firm that values your advice, invests in your success, and provides a structured, supportive environment where performance is recognised, allowing you to build a long-term, rewarding career without the usual barriers.