At a Glance
- Tasks: Provide tailored protection advice and manage warm leads from mortgage clients.
- Company: Join a market-leading 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 opportunities for ambitious advisers.
- Why this job: Make a real impact while working remotely or in a hybrid setup.
- Qualifications: Experience in personal protection advice and a relevant qualification required.
The predicted salary is between 60000 - 100000 £ per year.
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: Remote / Home Based or Hybrid
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
- Great team environment
- Hybrid/remote working available
- A Progression to Partner Programme for ambitious advisers
APPLY TODAY
Ready to make your next career move? Apply Now for our Recruitment Team to review.
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.
Protection Adviser / Insurance Broker employer: AWD Online
Join a market-leading firm as a Protection Adviser / Insurance Broker, where you'll benefit from a supportive team environment and access to a strong pipeline of leads from existing mortgage clients. With the flexibility of remote or hybrid working options, alongside a unique progression to partnership programme, this role offers not only competitive earnings with uncapped commission but also significant opportunities for personal and professional growth in the thriving financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser / Insurance Broker
✨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
Prepare for those interviews! Research the company, understand their values, and be ready to discuss how your experience aligns with their needs. Practise common interview questions so you can showcase your skills confidently.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don't forget to apply through our website! We’ve got all the latest job openings, and applying directly can sometimes give you an edge. Plus, it’s super easy to navigate!
We think you need these skills to ace Protection Adviser / Insurance Broker
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights 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 qualifications!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing tailored protection advice and how you can contribute to our thriving team. Keep it engaging and personal – we love a good story!
Showcase Your Client Focus:In this role, client care is key. Make sure to include examples of how you've delivered excellent customer service in the past. We want to know how you’ve gone above and beyond for clients in your previous roles!
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 you’re considered for this fantastic opportunity. Don’t miss out – hit that apply button!
How to prepare for a job interview at AWD Online
✨Know Your Stuff
Make sure you brush up on your knowledge of personal protection advice and the financial services sector. Familiarise yourself with common insurance products and trust planning, as well as the specific needs of clients in mortgage situations. This will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Experience
Prepare to discuss your previous roles as a Protection Consultant or Insurance Adviser. Highlight specific examples where you've successfully managed leads and provided tailored advice. This will show the interviewers that you have the relevant experience and can hit the ground running.
✨Demonstrate Client Focus
Since this role is all about delivering excellent client service, be ready to share examples of how you've gone above and beyond for clients in the past. Discuss your approach to managing client relationships and how you ensure positive outcomes, which is crucial for this position.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's progression to partnership programme and the support they provide for advisers. This shows your ambition and interest in growing within the company, which aligns perfectly with their values and goals.
