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Protection adviser

West Bromwich
CareerStone
Protection advisor
Posted: 6 November
Offer description

🌟 Life Insurance Adviser (Consultative – High-Net-Worth Clients)


This is a rare opportunity to join one of the UK’s most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients.


You’ll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships over one-off sales.


đź’Ľ The Opportunity

You’ll join a highly successful mortgage division that consistently generates warm, qualified introductions to a dedicated team of protection advisers.


With thousands of loyal existing clients and a steady flow of new ones, you’ll have the perfect balance of opportunity and stability.


This is a consultative, relationship-driven role - focused on helping clients make well-informed, confident decisions about protecting their wealth, health, and families.


🤝 What Makes This Different

* Truly consultative environment – no cold calling, no high-pressure sales
* Warm, qualified leads from a trusted HNW client base
* Six-figure OTE that’s genuinely achievable
* Long-term client relationships and exceptional retention rates
* Strong culture of trust, learning, and professional development


🔍 Your Role

* Deliver tailored advice on Life and Protection solutions through structured, high-quality telephone consultations
* Work exclusively with pre-qualified, high-net-worth clients
* Conduct in-depth fact-finds to understand each client’s unique needs and priorities
* Provide clear, thoughtful recommendations with full compliance and documentation
* Build enduring relationships as a trusted adviser, not a product seller
* Engage in a structured training and development pathway to support long-term career growth


🌱 What You’ll Bring

* Experience in Life Insurance or Protection advice
* A strong commitment to client care and ethical practice
* Excellent communication and listening skills
* The ability to simplify complex options and build client confidence
* A mindset focused on long-term value, not short-term wins


💷 What’s on Offer

* Competitive base salary with clear progression
* Excellent, achievable commission structure
* Comprehensive benefits (pension, generous holidays, perks)
* Supportive, collaborative team culture - no internal competition
* A respected brand, outstanding client base, and a business that invests in its people


If you’re ready to move away from transactional work and into a role where your expertise and professionalism are genuinely valued - this is your opportunity.


Join a firm that puts clients first and advisers second to none.

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