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- Tasks: Provide tailored life insurance advice through structured consultations with high-net-worth clients.
- Company: Join a leading Wealth Management firm known for its integrity and client-focused approach.
- Benefits: Enjoy a competitive salary, performance bonuses, and sponsorship for industry qualifications.
- Why this job: This role values long-term relationships over sales pressure, fostering professional growth and client trust.
- Qualifications: Experience in life insurance and strong communication skills are essential for success.
- Other info: Fully remote position with a supportive team culture focused on collaboration.
The predicted salary is between 28800 - 42000 ÂŁ per year.
🌟 Life Insurance Adviser (Consultative – High-Net-Worth Clients)
This is a rare opportunity to join one of the UK’s most respected names in Financial Services – a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients.
You’ll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships over one-off sales.
đź’Ľ The Opportunity
You’ll join a highly successful mortgage division that consistently generates warm, qualified introductions to a dedicated team of protection advisers.
With thousands of loyal existing clients and a steady flow of new ones, you’ll have the perfect balance of opportunity and stability.
This is a consultative, relationship-driven role – focused on helping clients make well-informed, confident decisions about protecting their wealth, health, and families.
🤝 What Makes This Different
- Truly consultative environment – no cold calling, no high-pressure sales
- Warm, qualified leads from a trusted HNW client base
- Six-figure OTE that’s genuinely achievable
- Long-term client relationships and exceptional retention rates
- Strong culture of trust, learning, and professional development
🔍 Your Role
- Deliver tailored advice on Life and Protection solutions through structured, high-quality telephone consultations
- Work exclusively with pre-qualified, high-net-worth clients
- Conduct in-depth fact-finds to understand each client’s unique needs and priorities
- Provide clear, thoughtful recommendations with full compliance and documentation
- Build enduring relationships as a trusted adviser, not a product seller
- Engage in a structured training and development pathway to support long-term career growth
🌱 What You’ll Bring
- Experience in Life Insurance or Protection advice
- A strong commitment to client care and ethical practice
- Excellent communication and listening skills
- The ability to simplify complex options and build client confidence
- A mindset focused on long-term value, not short-term wins
💷 What’s on Offer
- Competitive base salary with clear progression
- Excellent, achievable commission structure
- Comprehensive benefits (pension, generous holidays, perks)
- Supportive, collaborative team culture – no internal competition
- A respected brand, outstanding client base, and a business that invests in its people
If you’re ready to move away from transactional work and into a role where your expertise and professionalism are genuinely valued – this is your opportunity.
Join a firm that puts clients first and advisers second to none.
Protection Adviser employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Adviser
✨Tip Number 1
Familiarise yourself with the specific needs and concerns of high-net-worth clients. Understanding their unique financial situations will help you tailor your approach during interviews and demonstrate your ability to provide thoughtful, consultative advice.
✨Tip Number 2
Highlight your experience in client care and relationship management. Be prepared to discuss examples where you've successfully built long-term relationships, as this role values trust and integrity over sales volume.
✨Tip Number 3
Brush up on your communication skills, especially in explaining complex insurance options clearly. During any discussions or interviews, showcase your ability to simplify intricate concepts for clients, which is crucial in this advisory role.
✨Tip Number 4
Research the company culture and values of the Wealth Management firm. Being able to articulate how your personal values align with theirs can set you apart and show that you're a good fit for their team-oriented environment.
We think you need these skills to ace Protection Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Protection Adviser. Familiarise yourself with the key skills required, such as client care and the ability to explain complex options clearly.
Tailor Your CV: Customise your CV to highlight relevant experience in Life Insurance or Protection. Emphasise your understanding of client care and any previous roles where you've built long-term relationships with clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing high-quality advice and your commitment to client relationships. Mention specific examples from your past experiences that demonstrate your suitability for the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-structured and easy to read.
How to prepare for a job interview at CareerStone
✨Understand the Role
Make sure you have a clear understanding of what a Protection Adviser does. Familiarise yourself with the responsibilities, especially the focus on providing tailored advice and building long-term relationships with high-net-worth clients.
✨Showcase Your Experience
Be prepared to discuss your previous experience in Life Insurance or Protection. Highlight specific examples where you've successfully provided client care and how you've explained complex options clearly.
✨Emphasise Communication Skills
Since excellent communication and listening skills are crucial for this role, practice articulating your thoughts clearly. Consider preparing answers that demonstrate your ability to engage with clients thoughtfully.
✨Align with Company Values
Research the company's culture and values, particularly their emphasis on integrity and client relationships. Be ready to discuss how your personal values align with theirs and how you can contribute to their supportive environment.
