At a Glance
- Tasks: Provide expert protection advice and manage client applications from home.
- Company: Established mortgage and protection brokerage with a strong team.
- Benefits: £30,000 basic salary, uncapped commission, and 35 pre-qualified leads monthly.
- Other info: Enjoy flexible remote work and excellent earning potential.
- Why this job: Focus on advising clients without the hassle of lead generation.
- Qualifications: Experience as a Protection Advisor and strong communication skills required.
The predicted salary is between 50000 - 80000 £ per year.
Home-Based Protection Advisor / Protection Broker – Berkshire
£30,000 Basic Salary + Uncapped Commission | £50,000 – £80,000+ OTE | 35 Pre-Qualified Leads Per Month | Home-Based
Location: Berkshire / Home-Based
Basic Salary: £30,000
OTE: £50,000 – £80,000+
Job Type: Full-Time, Permanent
Working Pattern: Home-Based / Remote
BDM Recruitment is delighted to be recruiting an experienced Protection Advisor / Protection Broker on behalf of a highly successful and established mortgage and protection brokerage based in Berkshire. This is an excellent opportunity for an experienced Protection Advisor seeking a home-based position offering a £30,000 basic salary, uncapped commission and a consistent supply of approximately 35 pre-qualified protection leads every month.
With realistic earnings of £50,000 – £80,000+ OTE, this position is ideally suited to an ambitious Protection Advisor or Protection Broker who wants to focus on advising clients and writing business rather than having to constantly generate their own leads.
The Opportunity
The company has an established team of experienced Mortgage Advisors who generate a consistent supply of protection opportunities. As a result, you will receive approximately 35 pre-qualified leads per month, giving you a strong pipeline of clients to work with from the outset. In addition to new leads, you will also have access to an extensive existing client database, creating further opportunities to conduct protection reviews and generate additional business.
Working from home, you will provide professional protection advice across a comprehensive range of products, including:
- Life Insurance
- Critical Illness Cover
- Income Protection
- Family Income Benefit
- Mortgage Protection
You will also have access to a strong panel of leading protection providers, allowing you to recommend appropriate solutions based on each client's individual circumstances and requirements.
Package & Benefits
- £30,000 basic salary
- £50,000 – £80,000+ realistic OTE
- Uncapped commission
- Approximately 35 pre-qualified protection leads per month
- Home-based / remote working
- Leads generated by an established team of Mortgage Advisors
- Extensive existing client database
- Regular protection review opportunities
- Strong panel of protection providers
- Administrative support
- No requirement to rely solely on self-generated business
- Excellent long-term earning potential
Key Responsibilities
- Contact new pre-qualified protection leads promptly
- Conduct detailed client fact finds
- Establish clients' individual protection requirements
- Provide professional protection advice
- Recommend suitable protection solutions
- Advise across life insurance, critical illness and income protection products
- Manage clients throughout the application process
- Conduct regular protection reviews with existing clients
- Develop additional opportunities from the existing client database
- Maintain accurate client and compliance records
- Deliver an excellent standard of customer service
About You
- Previous experience as a Protection Advisor, Protection Broker or Mortgage Protection Advisor
- A proven track record of providing protection advice
- R05 qualification
- Good knowledge of life insurance and protection products
- Strong sales and client relationship skills
- Excellent telephone and communication skills
- The ability to work independently and effectively from home
- A professional and customer-focused approach
- Clean credit history
Why Consider This Protection Advisor Role?
For an experienced Protection Advisor, one of the biggest attractions of this opportunity is the consistent flow of business. You will receive approximately 35 pre-qualified leads every month, generated through the company's Mortgage Advisors, alongside access to an established client database. This allows you to concentrate on speaking with clients, identifying their protection requirements and writing business rather than spending a significant proportion of your working week trying to generate your own opportunities.
If you're currently working as a Protection Advisor, Protection Broker, Mortgage Protection Advisor, Life Insurance Advisor or Protection Specialist and are looking for a home-based role with quality leads and strong earning potential, we would be delighted to hear from you.
Apply today with your CV for further information and a confidential discussion. Please note: Applications submitted without a CV cannot be considered. BDM Recruitment is an equal opportunities employer.
Mortgage Broker in Reading employer: Cameron James Careers
Join a well-established independent insurance broker in Hull, where your expertise as a Commercial Account Handler will be genuinely valued. Enjoy a supportive work culture that promotes autonomy and professional growth, alongside a competitive salary and benefits package. With a focus on delivering high-quality client service, this role offers the chance to thrive in a dynamic environment while building strong relationships with both clients and insurers.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Broker in Reading
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Cameron James Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Cameron James Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Cameron James Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Mortgage Broker in Reading
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Cameron James Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Cameron James Careers how you can be a team player!
How to prepare for a job interview at Cameron James Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Cameron James Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Cameron James Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
