Business Protection Advisor

Business Protection Advisor

Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with clients to provide expert business protection advice and build lasting relationships.
  • Company: Join The Ardonagh Group, a leading player in the insurance industry focused on customer satisfaction.
  • Benefits: Enjoy a competitive salary, role-based incentives, and a supportive work environment prioritising your wellbeing.
  • Why this job: Be part of a dynamic team that values collaboration, adaptability, and personal growth.
  • Qualifications: Experience in Financial Services and knowledge of Business Protection are essential; Cert CII RO5 preferred.
  • Other info: We promote diversity and inclusion, ensuring everyone can thrive and reach their full potential.

The predicted salary is between 28800 - 48000 £ per year.

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We are looking for someone with business protection experience or knowledge to join our team. This role requires regular travel to our offices in the Southwest of England so ideally you will be based around this area.

Our Business Protection Advisors are a key part of our business, speaking to our clients and providing advice on all aspects of business protection, including key person protection, shareholder protection, executive income protection, loan protection and relevant life cover. We ensure that we understand our client’s needs and provide products and services that exceed their expectations and retain their loyalty.

We strive to provide a market-leading customer experience, and that’s driven by you. Our people share a common mindset that sets us apart. Our Business Protection Advisors are engaging, positive, they listen, they are receptive to what our customers want, they are adaptive, hardworking team-players, and they build trusted relationships with colleagues, customers, and insurer partners. Being part of our team will mean ensuring we meet our commercial targets by maximising business and service opportunities from all contacts in a consistent, fair and compliant manner. You will be joining an established, friendly and experienced team who will be able to provide support for you to succeed within your role.

What you will do as a Business Protection Advisor:

This is an overview and not an exhaustive list of responsibilities. Collaborating with your line manager, you will develop your own objectives but focus on all of the following :

  • New Business Income through new client acquisition, primarily from converting leads generated from your relationships with key introducer partners within Ardonagh, but also from self-generated new business opportunities.
  • Customer satisfaction, as measured by internal customer satisfaction surveys and Investors in Customers surveys (or equivalent external measures).
  • Relationship Management with the Company’s lead generation and customer service teams, and account management personnel within insurers and other providers.
  • Working closely with colleagues across our employee benefit teams, to identify opportunities for onward referrals.

What we are looking for in our Business Protection Advisor:

  • Experience within the Financial Services market, with some experience or intermediate working knowledge of Business Protection essential.
  • Minimum of Cert CII RO5 or willingness to study towards qualification.
  • Experience in successfully converting potential customer enquiries essential.
  • Experience in relationship building with Insurers/Providers, Clients and Account Managers.
  • Experienced in using Microsoft Office Programs.
  • Experience in Financial Services, Regulation and Ethics.
  • A proven ability to negotiate successfully on behalf of customers to deliver targets.
  • Effective verbal and written communication skills.
  • Well organised and able to respond well under pressure and meeting deadlines.
  • Working well as part of a team as well as being able to work for periods using own initiative.
  • Copes well with change, internally within the business and externally within the market.

In return you will be welcomed and supported with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing.

So, what are you waiting for? Apply today and one of our team will be in touch.

#AIB

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.

Click here here to see our standard benefits page

Seniority level

  • Seniority level

    Not Applicable

Employment type

  • Employment type

    Other

Job function

  • Job function

    Consulting, Information Technology, and Sales

  • Industries

    Insurance

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Business Protection Advisor employer: The Ardonagh Group

The Ardonagh Group is an exceptional employer that prioritises the well-being and professional growth of its employees. With a supportive work culture, you will be part of a friendly and experienced team dedicated to delivering outstanding customer experiences while enjoying opportunities for career advancement and a role-based incentive plan. Located in the Southwest of England, this role offers the chance to engage with clients and build meaningful relationships in a dynamic environment that values diversity and inclusion.
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Contact Detail:

The Ardonagh Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Business Protection Advisor

✨Tip Number 1

Familiarise yourself with the key aspects of business protection, such as key person protection and shareholder protection. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.

✨Tip Number 2

Network with professionals in the financial services sector, especially those who have experience in business protection. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.

✨Tip Number 3

Prepare to discuss your previous experiences in converting customer enquiries into successful sales. Have specific examples ready that showcase your negotiation skills and ability to build relationships with clients and insurers.

✨Tip Number 4

Research The Ardonagh Group's values and culture. Understanding their commitment to customer satisfaction and teamwork will allow you to align your responses during interviews, showing that you are a good fit for their team.

We think you need these skills to ace Business Protection Advisor

Business Protection Knowledge
Financial Services Experience
Customer Relationship Management
Lead Generation and Conversion
Negotiation Skills
Communication Skills
Microsoft Office Proficiency
Time Management
Team Collaboration
Adaptability to Change
Regulatory Knowledge in Financial Services
Problem-Solving Skills
Attention to Detail
Client Needs Assessment

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in business protection and financial services. Use specific examples that demonstrate your ability to build relationships and convert customer enquiries.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their requirements, particularly your experience in relationship management and customer satisfaction.

Showcase Relevant Qualifications: If you have the Cert CII RO5 qualification or are willing to study towards it, make this clear in your application. Highlight any other relevant certifications or training that would benefit your role as a Business Protection Advisor.

Demonstrate Soft Skills: The role requires effective communication and teamwork. Provide examples in your application that showcase your ability to work under pressure, adapt to change, and collaborate with colleagues to achieve common goals.

How to prepare for a job interview at The Ardonagh Group

✨Showcase Your Business Protection Knowledge

Make sure to brush up on your understanding of business protection concepts such as key person protection and shareholder protection. Be prepared to discuss how these products can benefit clients and demonstrate your knowledge during the interview.

✨Demonstrate Relationship-Building Skills

Since this role involves managing relationships with clients and insurers, think of examples from your past experiences where you successfully built and maintained professional relationships. Highlight your ability to listen and adapt to client needs.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving skills and ability to handle customer inquiries. Prepare by thinking of specific scenarios where you successfully converted leads or resolved client issues, showcasing your negotiation skills.

✨Exhibit Teamwork and Initiative

The role requires both teamwork and the ability to work independently. Be ready to share examples of how you've collaborated with colleagues in the past, as well as instances where you took the initiative to drive results on your own.

Business Protection Advisor
The Ardonagh Group
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  • Business Protection Advisor

    Full-Time
    28800 - 48000 £ / year (est.)

    Application deadline: 2027-08-04

  • T

    The Ardonagh Group

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