Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Advise clients on protection insurance and convert warm leads into sales.
- Company: Join Capricorn Financial, London's largest independent mortgage brokerage with global reach.
- Benefits: Enjoy unlimited earning potential, extensive training, and a vibrant office environment.
- Why this job: No cold calling, competitive earnings, and opportunities for career growth in a dynamic team.
- Qualifications: Sales experience is a plus; strong communication skills and a proactive attitude are essential.
- Other info: Realistic earnings can exceed £175,000 by Year 4; RO5 qualification required before starting.
The predicted salary is between 30000 - 50000 £ per year.
Trainee Protection Insurance Adviser – Self Employed
Location: Hammersmith, London / full time office based
The Role
Are you ready to launch your career in the protection insurance sector? Do you want to be part of a fast-growing, industry-leading company with unlimited earning potential?
Capricorn Financial is the largest independent mortgage brokerage in London, with a strong international presence in Singapore, Hong Kong, Shanghai, and Dubai. We are looking for a motivated Trainee Protection Insurance Adviser to join our dynamic team.
In this self-employed, commission-only sales role, you’ll advise clients on protection insurance, working alongside HNW and UHNW clients, and collaborating with over 150 of London’s top estate agents and property developers.
Key Responsibilities
- Provide expert advice on a range of protection insurance products to clients.
- Handle leads generated by our large team of mortgage advisers.
- Manage relationships with Capricorn advisers who will be your introducers, helping you receive quality leads.
- Convert business from warm leads into protection insurance sales.
- Work closely with clients to understand their needs and recommend appropriate solutions.
- Continuously develop your skills and qualifications to progress into a specialist or management role.
The Company
Capricorn Financial is a leading name in the UK’s commercial finance sector. With over 20 years of experience, we are trusted by high-net-worth clients and offer unparalleled growth potential. Our network includes some of the top estate agents, property developers, and international introducers. As part of our team, you’ll benefit from exclusive leads, extensive support, and cutting-edge technology.
Why Capricorn?
- No cold calling: Receive a steady flow of hot leads and the opportunity to convert business for products that clients already need.
- Competitive earnings: Earn £1,000 for every policy sold, with no cap on your income.
- Access to a wide range of protection products through Openwork, one of the UK’s largest financial advisory networks.
- Extensive training and support to help you develop your skills and knowledge.
- Work in a fast-paced, vibrant office alongside industry experts.
- Opportunities for career development, including the possibility to transition into specialist or management roles over time.
The Person
- Previous experience in sales is desirable but not essential.
- Knowledge of the UK protection insurance market or a similar field would be an advantage.
- Excellent communication skills, both verbal and written.
- Ability to manage multiple tasks and meet deadlines.
- Confident, resourceful, and proactive with a hunger to succeed.
- Strong attention to detail and the ability to work effectively in a fast-paced environment.
- RO5 qualification required before joining (can apply without it but must obtain prior to start).
Realistic Earnings Potential
- Year 1: £30,000 – £50,000
- Year 2: £80,000 – £120,000
- Year 3: £150,000+
- Year 4: £175,000+
If you’re looking for an exciting, high-earning opportunity in the protection insurance field, apply today!
Trainee Protection Insurance Adviser employer: Capricorn Financial Consultancy
Contact Detail:
Capricorn Financial Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Protection Insurance Adviser
✨Tip Number 1
Familiarize yourself with the protection insurance market in the UK. Understanding the key products and trends will help you speak confidently during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those involved in protection insurance. Attend relevant events or join online forums to build connections that could lead to valuable insights and referrals.
✨Tip Number 3
Prepare to discuss your sales experience, even if it's not directly related to insurance. Highlight your ability to manage relationships and convert leads into sales, as these skills are crucial for success in this role.
✨Tip Number 4
Research Capricorn Financial thoroughly. Understand their values, mission, and the unique selling points of their services. This knowledge will help you align your answers with what they are looking for in a candidate.
We think you need these skills to ace Trainee Protection Insurance Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Protection Insurance Adviser. Familiarize yourself with the protection insurance sector and the specific requirements mentioned in the job description.
Tailor Your CV: Customize your CV to highlight any relevant experience or skills that align with the role. Emphasize your communication skills, sales experience, and any knowledge of the UK protection insurance market.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for joining Capricorn Financial. Mention why you are interested in the protection insurance sector and how your background makes you a suitable candidate for this self-employed role.
Highlight Your Ambition: In your application, express your eagerness to learn and grow within the company. Discuss your career aspirations and how you plan to develop your skills to succeed in a fast-paced environment.
How to prepare for a job interview at Capricorn Financial Consultancy
✨Show Your Passion for Sales
Make sure to express your enthusiasm for sales and the protection insurance sector. Share any relevant experiences or stories that highlight your motivation and drive to succeed in this field.
✨Demonstrate Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly and confidently. Be prepared to discuss how you would handle client interactions and build relationships with high-net-worth clients.
✨Research Capricorn Financial
Familiarize yourself with Capricorn Financial's services, values, and market position. Understanding their unique selling points will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Prepare Questions
Have a list of insightful questions ready to ask during the interview. This shows your interest in the role and helps you understand how you can grow within the company, especially regarding training and career development opportunities.
