At a Glance
- Tasks: Manage client journeys and close sales in a supportive, high-performance environment.
- Company: Fast-growing specialist firm focused on quality protection for medical and dental professionals.
- Benefits: Uncapped commission, remote work, and autonomy over your schedule.
- Other info: Genuine growth opportunities in a supportive culture.
- Why this job: Join a dynamic team and build long-term income with high-quality clients.
- Qualifications: Experience in protection insurance and a strong sales mindset.
The predicted salary is between 36000 - 60000 £ per year.
This is a sales role for motivated Protection Advisers who want to earn well, work with high quality clients, and be part of a fast-growing specialist firm. If you are driven, coachable, and serious about performance, this is an opportunity to build long-term income while working within a proven sales process.
We focus on quality over quantity, working with professional clients who value expert guidance and clear recommendations. Our culture is built around:
- Work life balance
- Autonomy and trust
- A positive and enjoyable working environment
- A strong performance mindset where advisers get out what they put in
We are still early in our growth journey, which creates genuine opportunity for advisers who want to grow with us long term. We are part of the Primis Mortgage Network and operate as a small but highly productive team.
The Role
This is a sales-led role first and foremost. While advice quality is essential, success comes from strong sales ability, consistency, and drive. As a self-employed Protection Adviser, you will manage the full client journey from enquiry through to completion, supported by our systems, brand, and high value lead flow.
Key responsibilities:
- Managing your daily pipeline using our CRM system
- Nurturing leads from raw enquiry through to close
- Qualifying clients through initial calls
- Running consultations and presenting clear protection solutions
- Closing business confidently and ethically
- Generating additional leads through referrals, your own network, and proven internal systems
While our niche focus is medical and dental professionals, advisers are free to generate clients from their own network and other markets.
Our Sales Approach
We operate a refined and proven sales process that is non-pushy and built around trust. Our approach is unique to our niche and focuses on allowing clients to reach their own decisions rather than feeling sold to. Advisers must be willing to fully embrace this process. It has been carefully refined and is central to our success.
What Success Looks Like
Successful advisers in this role:
- Treat this as a true sales role, not just an advisory position
- Build a consistent pipeline of quality clients
- Generate strong referral momentum
- Follow and trust a proven sales framework
- Create predictable monthly income through strong conversion and activity
Who We Are Looking For
We are looking for experienced protection advisers who combine technical knowledge with a strong sales mindset. You will likely be:
- Experienced in protection insurance
- Motivated, driven, and commercially minded
- Coachable and willing to adopt a proven process
- Confident leading client conversations and closing business
- Self-motivated and comfortable managing your own diary
- Looking for a long term opportunity where you can grow with the business
This role suits advisers who want to become a major part of a growing team and are serious about performance.
Earnings and Opportunity
Genuine uncapped commission. Top advisers currently earning £10k+ months. 40 percent commission on company provided leads. 70 percent commission on self-generated business. Referrals generated from company leads count as self-generated. High value niche clients with strong referral potential. Our brand is growing rapidly, creating increasing opportunity for advisers who join now.
What You Will Get
- Fully remote working
- Full autonomy over your diary
- High quality lead flow
- Proven systems and CRM support
- Specialist niche positioning
- A supportive, high performance culture
- Long term growth opportunity within the business
Hiring Process
We keep the process straightforward and relaxed: Initial chat, Business plan style second interview. The focus is on long term fit, shared values, and growth potential.
Apply
If you are driven by results, want to work with high quality clients, and are looking for a long term opportunity within a growing specialist firm, we would like to hear from you. Apply now or reach out for a confidential conversation.
Protection Adviser (Self-Employed) in Reading employer: Affinity Advice
Join a fast-growing specialist firm that prioritises quality over quantity, offering motivated Protection Advisers the chance to work with high-value clients in the medical and dental sectors. Enjoy the benefits of fully remote working, autonomy over your schedule, and a supportive culture that fosters performance and long-term growth. With uncapped commission potential and a proven sales process, this is an excellent opportunity for those looking to build a rewarding career while making a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser (Self-Employed) in Reading
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Affinity Advice for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Protection Adviser (Self-Employed) in Reading
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Affinity Advice. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Affinity Advice. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Affinity Advice
✨Show Off Your Financial Savvy
When you're talking with Affinity Advice, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Affinity Advice.
