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- Tasks: Lead and motivate a high-performing team to drive protection sales and revenue.
- Company: Join John Charcol, a respected national brand with ambitious growth plans.
- Benefits: Enjoy a full-time, permanent role with opportunities for professional development.
- Why this job: Shape the future of our protection division and make a real impact.
- Qualifications: Proven leadership in financial services and strong sales track record required.
- Other info: Application deadline is 14th June 2025; interviews start late June.
The predicted salary is between 43200 - 72000 £ per year.
Location: Southampton (with occasional travel as required)
Contract Type: Full-time, Permanent
Application Deadline: Friday 14th June 2025
We are recruiting for a newly created position at John Charcol, a Protection Sales Director, to join our leadership team. This is an important and high-impact role, designed to shape and lead the growth strategy of our protection division as part of our wider expansion under Pivotal Growth.
We are looking for an exceptional individual with a strong track record in regulated financial services sales leadership. This is a rare opportunity to build something from the ground up within a highly respected national brand, backed by serious growth ambitions and operational scale.
About the Role
Reporting directly to the CEO, you will be responsible for leading and motivating a high-performing team, driving new business revenue, and overseeing the execution of our protection sales strategy. You will work cross-functionally with other departments including Operations, Marketing, Compliance and HR to ensure the division delivers on commercial objectives while upholding regulatory standards.
Key Responsibilities
- Develop and implement a protection sales strategy aligned with business goals
- Lead and manage a team to meet new business and retention targets
- Oversee the full sales process, from lead generation through to completion
- Monitor and report on performance metrics including NTU rates and clawbacks
- Maintain a strong understanding of market trends, product developments, and competitor activity
- Ensure full adherence to FCA requirements and internal policies
- Contribute to wider business planning and represent the brand externally at industry events
What We’re Looking For
- Proven leadership experience in a regulated financial services environment
- Strong and consistent protection sales track record
- Excellent people management, coaching, and performance development skills
- High standards of conduct, attention to detail, and commercial awareness
- Exceptional communication and presentation skills
- Able to operate at a strategic level while being hands-on when required
Application Process
This is a critical leadership appointment for John Charcol and Pivotal Growth. We are looking to engage candidates of the highest calibre. To apply, please send your CV by no later than Friday 14th June 2025. A short-written application outlining your suitability for the role is welcomed and encouraged.
Interview Process
First Interview: Late June 2025 (TBC). To be held in either our Southampton or London office with Lisa Walklin-Knight, Chief Operating Officer. The session will last approximately 1.5 to 2 hours and include structured interview questions, competency-based assessments and discussion around the role. Psychometric testing will form part of the pre-screening process.
Second Interview: Final shortlisted candidates (likely 2–3) will meet Chris Wallis, Chief Executive Officer, for a face-to-face meeting.
If you are a dynamic, results-driven leader with a passion for protection and a desire to shape the future of our business, we look forward to hearing from you.
Protection Sales Director (Southampton) employer: John Charcol - Independent Mortgage Expertise
Contact Detail:
John Charcol - Independent Mortgage Expertise Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Sales Director (Southampton)
✨Tip Number 1
Research John Charcol and Pivotal Growth thoroughly. Understand their current market position, growth ambitions, and recent developments in the protection sector. This knowledge will help you tailor your discussions during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those with experience in protection sales. Attend relevant industry events or webinars to connect with potential colleagues and gain insights into the company's culture and expectations.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in the past. Be ready to provide specific examples of how you've driven sales performance and met targets, as this will be crucial for the role.
✨Tip Number 4
Familiarise yourself with FCA regulations and compliance standards relevant to the protection sales sector. Being well-versed in these areas will not only boost your confidence but also show that you are serious about upholding regulatory standards in your future role.
We think you need these skills to ace Protection Sales Director (Southampton)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your leadership experience in regulated financial services. Focus on your achievements in protection sales and any relevant metrics that demonstrate your success.
Craft a Compelling Written Application: In your written application, clearly outline why you are suitable for the role. Use specific examples from your past experiences to showcase your skills in team management, sales strategy development, and regulatory compliance.
Highlight Key Skills: Emphasise your communication and presentation skills, as well as your ability to operate at a strategic level while being hands-on. These are crucial for the role and should be evident in both your CV and written application.
Research the Company: Familiarise yourself with John Charcol and Pivotal Growth. Understanding their values, market position, and recent developments will help you tailor your application and demonstrate your genuine interest in the role.
How to prepare for a job interview at John Charcol - Independent Mortgage Expertise
✨Understand the Company and Its Vision
Before your interview, take the time to research John Charcol and its growth ambitions under Pivotal Growth. Familiarise yourself with their protection division and how it fits into the wider business strategy. This will help you articulate how your experience aligns with their goals.
✨Showcase Your Leadership Experience
As a Protection Sales Director, you'll need to demonstrate your proven leadership skills in regulated financial services. Prepare specific examples of how you've successfully led teams, driven sales, and achieved targets in previous roles. Highlight your coaching and performance development abilities.
✨Prepare for Competency-Based Questions
Expect structured interview questions that assess your competencies. Use the STAR method (Situation, Task, Action, Result) to frame your responses. Think about challenges you've faced in sales leadership and how you overcame them, particularly in relation to compliance and regulatory standards.
✨Demonstrate Market Awareness
Stay updated on current market trends, product developments, and competitor activities in the protection sector. Be ready to discuss how these factors influence your sales strategy and decision-making. Showing that you have your finger on the pulse will impress the interviewers.
