At a Glance
- Tasks: Provide tailored personal protection advice and manage a busy mortgage pipeline.
- Company: Join a market-leading firm with a supportive team environment.
- Benefits: Earn up to £100,000 OTE with uncapped commission and full admin support.
- Other info: Enjoy hybrid working options and a clear progression path to partner.
- Why this job: Work with warm leads and make a real difference in clients' lives.
- Qualifications: Experience in personal protection and strong customer service skills required.
The predicted salary is between 60000 - 80000 £ per year.
A fantastic opportunity to join a thriving team at a market‑leading firm offering all leads from existing mortgage clients with a strong pipeline of 100 mortgage cases a month. This role combines personal protection, client advice, mortgage pipeline management and financial services experience.
As a Protection Adviser / Insurance Broker you will receive a steady stream of warm leads, provide tailored personal protection and trust planning advice, manage a large mortgage‑related pipeline, and deliver excellent client service. You will have full administration support and the option to work remotely or in a hybrid capacity after an onboarding period at our head office in Exeter.
Why Join This Firm?- All leads provided (40–60 per month) proceeding with finance applications
- Bespoke marketing technology and systems
- Large case sizes
- Uncapped commission scheme
- Full admin support
- Control over your own diary
- Professional independent firm with no network oversight
- Great team environment
- Hybrid or remote working available
- Progression to Partner Programme for ambitious advisers
- Provide clear, tailored personal protection advice to existing clients.
- Manage a regular flow of warm leads from clients proceeding with mortgage applications.
- Identify suitable insurance and protection solutions based on client needs.
- Support clients with appropriate trust arrangements where required.
- Manage a large mortgage‑related pipeline efficiently and professionally.
- Plan your own time and diary to maximise client contact and service delivery.
- Deliver a high standard of client care throughout the advice process.
- Work closely with administration support to ensure accurate case progression.
- Contribute to the continued development of a successful protection advice service.
- Proven experience advising clients on personal protection.
- Appropriate qualification for giving protection advice.
- Experience working within insurance, protection, mortgage or financial services.
- Ability to manage a busy pipeline and multiple leads each day.
- Strong customer service skills with a commitment to delivering positive outcomes.
- Organisation skills – ability to plan workload, manage time and work independently.
- Full UK driving licence.
- Experience writing wills.
- Experience writing trusts.
- Interest in progressing within the business through a partner programme.
£100,000 OTE (Includes Competitive Salary + Uncapped Commission) Hybrid / Exeter, Devon, South West England – successful candidates must attend a training/onboarding period at the head office in Exeter before working remotely or in a hybrid capacity.
Protection Adviser / Insurance Broker (AWDO-C14785) in Exeter) employer: AWD Online
Join a market-leading firm in Exeter as a Protection Adviser, where you will benefit from a steady stream of warm leads and full administrative support, allowing you to focus on delivering exceptional client service. With a strong emphasis on employee growth through a Partner Programme and the flexibility of hybrid or remote working options, this company fosters a collaborative and supportive work culture that empowers you to thrive in your career while enjoying an attractive uncapped commission structure.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser / Insurance Broker (AWDO-C14785) in Exeter)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join online forums, or even hit up social media groups. The more you engage, the better your chances of landing that dream role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your experiences and how you've helped clients in the past. This is your moment to shine and show them why you're the perfect fit for the Protection Adviser role.
✨Follow Up Like a Boss
After any interview or networking event, drop a quick thank-you email. It shows you're keen and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the position!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us.
We think you need these skills to ace Protection Adviser / Insurance Broker (AWDO-C14785) in Exeter)
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in personal protection and financial services. We want to see how your skills match the role of a Protection Adviser, so don’t hold back on showcasing your relevant achievements!
Showcase Your Client Care Skills:Since delivering excellent client service is key for us, include examples of how you've gone above and beyond for clients in your previous roles. This will help us see your commitment to positive outcomes and strong customer service.
Be Organised:We love candidates who can manage their time effectively! Mention any tools or methods you use to keep track of your workload and pipeline. This shows us that you can handle the busy environment we thrive in.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity with our team in Exeter.
How to prepare for a job interview at AWD Online
✨Know Your Stuff
Make sure you brush up on your knowledge of personal protection and financial services. Be ready to discuss specific products and how they can benefit clients. This shows you're not just familiar with the basics but can provide tailored advice.
✨Showcase Your Experience
Prepare examples from your past roles where you've successfully managed a busy pipeline or provided excellent client service. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Demonstrate Your Organisation Skills
Since this role involves managing multiple leads and a large mortgage-related pipeline, be prepared to discuss how you prioritise tasks and manage your time effectively. Share any tools or methods you use to stay organised.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's approach to client care or their progression opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
