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For Companies At a Glance
- Tasks: Provide tailored protection advice on life cover and income protection to warm mortgage referrals.
- Company: Join a fast-growing mortgage brokerage with a supportive culture.
- Benefits: Hybrid working, competitive salary, and uncapped earning potential.
- Why this job: Make a real impact by helping clients secure their financial future.
- Qualifications: Experience in protection sales and strong communication skills required.
- Other info: Enjoy flexibility and excellent career growth opportunities.
The predicted salary is between 30000 - 35000 £ per year.
Join a growing mortgage brokerage as a Protection Adviser / Mortgage Protection Specialist, providing life cover, critical illness and income protection advice to warm mortgage referrals. Hybrid working with strong earning potential and quality lead generation.
SALARY: £30,000 to £35,000 per annum (Basic Salary) / £70,000 OTE (uncapped)
LOCATION: Hybrid / Hemel Hempstead, Hertfordshire
JOB TYPE: Full-Time, Permanent and Self-Employed Contracts Available
JOB OVERVIEW
We have a fantastic new job opportunity for a Protection Adviser / Mortgage Protection Specialist with proven experience in protection sales and client relationship management within financial services. Working in a hybrid model, the Protection Adviser / Mortgage Protection Specialist will receive a consistent flow of warm mortgage referrals, supporting clients with life cover, critical illness and income protection solutions.
As a Protection Adviser / Mortgage Protection Specialist you will deliver compliant, client-first advice, maximise protection penetration and build long-term customer relationships to drive repeat and referral business. This is an excellent opportunity for a motivated professional to join a fast-growing brokerage with established systems, compliance support and strong earning potential.
WHY JOIN
- Built-in Opportunity: The mortgage advisers collectively submit around 60 mortgages per month, all of which are referred directly to you for protection advice
- Employed or Self-Employed: Choose the structure that suits your goals and lifestyle
- Hybrid Flexibility: Work from home with bi-weekly collaboration days in the Hemel Hempstead office
- Established Brand & Support: Compliance, systems and processes already in place so you can focus on writing business
- Earning Potential: High-quality referrals + strong conversion = serious income opportunity
DUTIES
Your duties as the Protection Adviser / Mortgage Protection Specialist include:
- Provide Protection Advice: Advise clients on life cover, critical illness and income protection products tailored to their needs
- Manage Warm Referrals: Handle mortgage-generated leads and convert opportunities into completed business
- Conduct Fact Finds: Complete thorough fact-finding and needs analysis to deliver suitable, compliant recommendations
- Ensure Regulatory Compliance: Maintain accurate documentation and adhere to FCA and internal compliance standards
- Maximise Protection Penetration: Identify additional protection opportunities within existing mortgage cases
- Build Client Relationships: Develop long-term customer relationships to encourage repeat and referral business
- Pipeline Management: Manage your sales pipeline effectively to meet revenue targets and service standards
- Collaborate with Advisers: Work closely with mortgage advisers and internal teams to optimise client outcomes
CANDIDATE REQUIREMENTS
- Previous experience as a Protection Adviser, Mortgage Protection Specialist or similar financial services role
- Proven experience converting warm leads and managing a protection sales pipeline
- Strong knowledge of life cover, critical illness and income protection products
- Experience delivering compliant advice within an FCA-regulated environment
- Excellent communication and relationship management skills
- Self-motivated with strong organisation and time management skills
- Based within a commutable distance to Hemel Hempstead with ability to attend bi-weekly office days
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.
Protection Adviser / Mortgage Protection Specialist in Hemel Hempstead employer: AWD online
Contact Detail:
AWD online Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Adviser / Mortgage Protection Specialist in Hemel Hempstead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get that chance to chat with potential employers, make sure you can clearly explain how your experience as a Protection Adviser can benefit their team. Keep it concise and engaging!
✨Tip Number 3
Stay proactive! Follow up on any warm leads or referrals you receive. A quick message or call can show your enthusiasm and keep you top of mind for those hiring managers.
✨Tip Number 4
Apply 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 the initiative to connect directly with us.
We think you need these skills to ace Protection Adviser / Mortgage Protection Specialist in Hemel Hempstead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Protection Adviser. Highlight your experience in protection sales and client relationship management, as these are key for us.
Showcase Your Skills: Don’t just list your previous roles; show us how your skills align with what we’re looking for. Mention your knowledge of life cover, critical illness, and income protection products.
Keep It Professional: While we love a friendly tone, ensure your application is professional. Use clear language and check for any typos or errors before hitting send.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures it gets into the right hands quickly!
How to prepare for a job interview at AWD online
✨Know Your Products Inside Out
As a Protection Adviser, you’ll be expected to provide tailored advice on life cover, critical illness, and income protection. Make sure you brush up on the specifics of these products and understand how they can meet different client needs. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Prepare for Warm Referrals
Since you'll be handling warm mortgage referrals, think about how you can convert these leads into successful sales. Prepare examples of how you've done this in the past and be ready to discuss your approach to building relationships with clients. Highlighting your experience in managing warm leads will set you apart.
✨Showcase Your Compliance Knowledge
Understanding regulatory compliance is crucial in this role. Familiarise yourself with FCA regulations and internal compliance standards relevant to protection advice. Be prepared to discuss how you ensure compliance in your previous roles, as this will show that you take your responsibilities seriously.
✨Demonstrate Your Relationship-Building Skills
Building long-term client relationships is key to success as a Protection Adviser. Think of examples where you've developed strong client connections and how those relationships led to repeat business or referrals. Sharing these stories will illustrate your ability to foster trust and loyalty among clients.