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Protection advisor

Slough
Proper Recruitment
Protection advisor
Posted: 6h 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 Protection Advisor 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+ First Year Rising to close to £100,000 Year 2]


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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