Protection Adviser / Client Review Specialist
Kalon Financial Ltd
Protection Adviser / Client Review Specialist
Hybrid | Watford + Working from Home
£30,000 – £35,000 Basic + Performance Bonus
Realistic OTE: £60,000 – £70,000
Are you an experienced Protection Adviser looking for better-quality leads, stronger earning potential and the opportunity to focus on advising rather than chasing business?
This is an excellent opportunity to join an established and growing business where you will work with warm protection opportunities from an existing customer base — not cold leads.
You will be speaking to existing clients, reviewing their current protection arrangements and identifying where better or more suitable cover may now be available based on their circumstances.
This role offers a strong mix of advising, relationship management and business generation, giving you access to high-converting opportunities while also allowing you to build additional business through referrals and client relationships.
You will work closely with highly experienced advisers, giving you strong support and a collaborative environment focused on performance and client outcomes.
The Role
- Advise clients on Life Insurance, Critical Illness and Income Protection
- Review existing customer protection arrangements
- Speak with warm, high-quality leads from an established client base
- Identify opportunities to improve client cover and outcomes
- Generate additional business through referrals and relationship building
- Work closely with experienced advisers and senior members of the business
What’s on Offer
- £30,000 – £35,000 basic salary
- Performance-related bonus
- Realistic OTE of £60,000 – £70,000
- Warm, high-converting leads provided
- Hybrid working (home and Watford office)
- Strong support from experienced advisers
- Long-term career growth opportunities
About You
- Proven experience as a Protection Adviser
- Strong knowledge of Life, Critical Illness and Income Protection
- Strong communication and relationship-building skills
- Commercially driven with a client-first mindset
- Confident converting quality conversations into business
This is a fantastic opportunity for an adviser who wants access to better-quality opportunities, strong support and genuine earning potential within a growing business.
Application opens at the source listing. Free for jobseekers.