Protection Advisor in Sale
Posted by Fintelligent Search
£32,000 – £35,000 a year
Sale · Permanent
£32,000–£35,000 Basic Salary | £75,000 OTE | Excellent Culture | Career Progression
Are you an experienced Protection Advisor looking to join a business where customer outcomes, career development and a supportive culture are genuinely valued?
This opportunity offers a £32,000–£35,000 basic salary and £75,000 OTE with an award-winning protection business recognised for its excellent Feefo customer ratings.
You’ll join a collaborative team with an exceptional working culture, ongoing professional development and opportunities to progress into specialist Business Protection advice.
Package & Benefits
• £32,000–£35,000 basic salary.
• £75,000 on-target earnings.
• Ongoing training and coaching through a comprehensive training academy.
• Support towards your R05 Financial Protection qualification, if not already held.
• Clear career progression, including opportunities within the Business Protection team.
• A supportive, people-focused environment where performance and development are recognised.
About the Company
You’ll join an established, award-winning protection specialist with excellent Feefo ratings and a strong commitment to delivering positive customer outcomes.
The business combines high professional standards with an excellent working culture. Its training academy provides ongoing development for advisers at every stage, helping you strengthen your technical knowledge, improve your advice skills and build a long-term career.
The Role
As a Protection Advisor, you’ll provide personalised recommendations to customers, helping them protect their families, income and financial commitments.
You’ll manage the advice journey from initial consultation through to application and policy completion, balancing commercial performance with suitable recommendations and excellent service.
Key Responsibilities for the Protection Advisor:
• Conduct detailed fact-finds to understand customers’ personal circumstances, financial commitments and protection priorities.
• Review existing cover and identify protection needs or gaps.
• Research suitable life insurance, critical illness and income protection solutions in line with the business’s product offering.
• Liaise with insurers and internal support teams to progress applications and resolve outstanding requirements.
• Manage your pipeline, follow-ups and customer communications through to policy completion.
• Recognise vulnerable customers and adapt your approach to their needs.
• Maintain compliant records and deliver good customer outcomes in line with FCA requirements and Consumer Duty.
Experience for the Protection Advisor:
• Previous experience providing advised protection sales, including life insurance.
• A strong understanding of protection products and the regulated advice process.
• Confidence conducting detailed fact-finds and making suitable recommendations.
• Excellent telephone communication, rapport-building and objection-handling skills.
• A consultative approach that puts customer needs first.
• Strong organisation, pipeline management and attention to detail.
• A track record of achieving sales targets while maintaining compliance and quality standards.
• R05 qualification would be advantageous, although support is available if not already held.
• Ambition to develop your expertise and progress within protection advice.
If you’re looking for strong earning potential, meaningful progression and an excellent working culture, apply today to find out more.
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