At a Glance
- Tasks: Provide tailored protection advice and manage warm leads from mortgage clients.
- Company: Join a leading financial services firm with a supportive team culture.
- Benefits: Earn up to £100,000 OTE with uncapped commission and full admin support.
- Other info: Progression to partnership available for ambitious advisers.
- Why this job: Make a real impact in clients' lives while enjoying hybrid working options.
- Qualifications: Experience in personal protection advice and relevant qualifications required.
A fantastic opportunity to join a thriving team at a market leading firm for a Protection Adviser / Insurance Broker with personal protection, client advice, mortgage pipeline and financial services experience.
ALL LEADS PROVIDED: These leads are clients currently using the firm for mortgage advice. Writing 100 mortgage cases a month.
PARTNERSHIP OPPORTUNITIES: For ambitious brokers, the firm operates a "progression to partnership programme" where you can become a shareholder and executive within the business.
If you've also worked in the following roles, we'd also like to hear from you: Protection Consultant, Insurance Adviser, Life Insurance Broker, Financial Protection Specialist, Protection Specialist, Financial Adviser.
SALARY: £100,000 OTE (Includes Competitive Salary + Uncapped Commission)
LOCATION: Hybrid / Exeter, Devon, South West England
Successful candidates will need to commit to a training/onboarding period at the head office in Exeter, Devon. Once completed, you'll have the option to work remotely from home or if you prefer, work in a hybrid capacity, from home and the office in Exeter.
JOB TYPE: Full-Time, Contract
JOB OVERVIEW: We have a fantastic new job opportunity for a Protection Adviser / Insurance Broker with proven experience giving personal protection advice and supporting clients with insurance and trust planning. As the Protection Adviser / Insurance Broker, you will join a successful, established UK firm that provides all leads from existing mortgage clients, giving you access to a strong pipeline and large case opportunities. Working as the Protection Adviser / Insurance Broker, you will provide tailored protection advice, manage multiple leads, deliver excellent client service and use market-leading systems with full administration support. The role offers remote or hybrid working following an onboarding period at head office in Exeter, Devon, plus a progression to partner programme for ambitious advisers.
WHY JOIN THIS FIRM?
- All leads provided circa 40-60 per month and are proceeding with finance applications
- Bespoke marketing leading technology and systems
- Large case sizes
- Uncapped commission scheme
- Full admin support
- Control your own diary
- DA firm with no network oversight
- Great team environment
- Hybrid/remote working available
- A Progression to Partner Programme for ambitious advisers
DUTIES: Your duties as the Protection Adviser / Insurance Broker include:
- Client Advice: Provide clear, tailored personal protection advice to existing clients
- Lead Management: Manage a regular flow of warm leads from clients proceeding with mortgage applications
- Protection Planning: Identify suitable insurance and protection solutions based on client needs
- Trust Planning: Support clients with appropriate trust arrangements where required
- Pipeline Management: Manage a large mortgage-related pipeline efficiently and professionally
- Diary Management: Plan your own time and diary to maximise client contact and service delivery
- Customer Service: Deliver a high standard of client care throughout the advice process
- Administration Liaison: Work closely with administration support to ensure accurate case progression
- Business Growth: Contribute to the continued development of a successful protection advice service
CANDIDATE REQUIREMENTS
ESSENTIAL:
- Protection Advice Experience: Proven experience advising clients on personal protection
- Relevant Qualification: Hold an appropriate qualification for giving protection advice
- Financial Services Background: Experience working within insurance, protection, mortgage or financial services
- Pipeline Management: Ability to manage a busy pipeline and multiple leads each day
- Client Focus: Strong customer service skills with a commitment to delivering positive outcomes
- Organisation Skills: Ability to plan workload, manage time and work independently
- Driving Licence: full UK driving licence
DESIRABLE:
- Wills Experience: Experience writing wills
- Trusts Experience: Experience writing trusts
- Partnership Ambition: Interest in progressing within the business through a partner programme
HOW TO APPLY: To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us, you are hereby giving us your express consent to submit your details to our Client for this purpose.
Locations
Protection Adviser / Insurance Broker in Devon, Plymouth employer: AWD Online
Join a market-leading firm as a Protection Adviser / Insurance Broker in Exeter, where you'll benefit from a supportive team environment and access to a strong pipeline of leads. With a competitive salary and uncapped commission, alongside a unique progression to partnership programme, this role offers exceptional growth opportunities for ambitious professionals. Enjoy the flexibility of hybrid working while being part of a company that values your development and success.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser / Insurance Broker in Devon, Plymouth
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like AWD Online). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like AWD Online. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Protection Adviser / Insurance Broker in Devon, Plymouth
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at AWD Online.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at AWD Online. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at AWD Online
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at AWD Online to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at AWD Online, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding AWD Online's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
