Trainee Protection Broker

Trainee Protection Broker

Trainee 12000 - 26000 £ / year (est.) Hybrid
Capital Fortune Rockhopper / Client Connect

At a Glance

  • Tasks: Join our team as a Trainee Protection Broker and learn to support clients with their protection needs.
  • Company: Award-winning brokerage in the heart of London with a supportive culture.
  • Benefits: Earn a competitive salary plus commission, enjoy 29 days off, and have your professional fees covered.
  • Other info: Enjoy a dynamic work environment with excellent career growth and training opportunities.
  • Why this job: Make a real difference by helping clients secure their financial future with warm leads.
  • Qualifications: Sales experience is essential; no prior insurance knowledge needed.

The predicted salary is between 12000 - 26000 £ per year.

Capital Fortune Rockhopper is an award-winning protection and mortgage brokerage in the City of London. We are seeking a trainee protection broker to join our team.

Salary: £26,000 basic plus 12% commission (Standard Model) or £12,000 basic plus 30% commission (Premier Model)

Hours: 12 to 40 hours a week

Location: 22 Tudor Street, London EC4Y. Office based while you train, hybrid considered once competent.

Leads: Warm, supplied, and found for you.

Benefits: 29 days including birthday and bank holidays, pension, professional and network fees paid.

Requirements:

  • Sales experience essential.
  • Protection experience not required; we will teach you the products, underwriting, and regulation.
  • You must be able to build trust with clients quickly.
  • Experience in recruitment, estate agency, telesales, or retail is beneficial.

You will study for your qualifications with the fees paid and take your first cases under supervision. You will not advise a client until you are assessed as competent. No cold calling or pipeline to build; every enquiry comes to you warm.

Client Base: Mortgage clients needing cover behind borrowing and wills and estate planning clients who have already asked about protection.

Technology: Our AI technology handles non-advisory work, with calls recorded, transcribed, and searchable. Client reports are drafted by AI and compliance-checked before reaching you.

What We Need:

  • A track record in sales from any sector.
  • The discipline to follow a documented process.
  • The ability to understand unspoken client needs.

Compensation:

  • Standard Model: £26,000 basic plus 12% commission.
  • Premier Model: £12,000 basic plus 30% commission.

No tiers, no thresholds, no cap. We will discuss both models before you choose.

Application Process:

  • Submit your CV and complete our online psychometric test.
  • Confidential conversation followed by an interview with potential colleagues.
  • Testing is conducted first to ensure fairness in evaluation.

We are an equal opportunities employer and recruit based on capability. If you need an adjustment at any stage, please inform us before you start.

Trainee Protection Broker employer: Capital Fortune Rockhopper / Client Connect

Capital Fortune Rockhopper is an exceptional employer located in the heart of London, offering a dynamic work culture that fosters growth and development. As a Trainee Protection Broker, you will benefit from comprehensive training, access to warm leads, and a clear progression path within an award-winning brokerage. With a competitive remuneration model and the flexibility of hybrid working after training, this role provides a meaningful opportunity for those looking to build a rewarding career in the financial services sector.

Capital Fortune Rockhopper / Client Connect

Contact Details:

Capital Fortune Rockhopper / Client Connect Recruitment Team

We think you need these skills to ace Trainee Protection Broker

Sales Experience
Client Relationship Building
Communication Skills
Attention to Detail
Process Discipline
Listening Skills
Adaptability