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.
Contact Details:
Capital Fortune Rockhopper / Client Connect Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Protection Broker
✨Get Clued Up on Insurance Events
Join local insurance events or workshops to network and soak in knowledge about the industry. It's a great way to meet potential employers, like Capital Fortune Rockhopper / Client Connect, and show off your enthusiasm for the field. Plus, you’ll gain insights that'll make you stand out during your interviews!
✨Tap into Your University’s Resources
Many universities offer career services specifically tailored for students looking for trainee roles in insurance. Make sure to utilise these—they can connect you with alumni in the industry or help you snag those hidden opportunities that aren't advertised widely!
✨Showcase Your Knowledge
Start a blog or social media account where you can share insights about current trends in insurance. This demonstrates your passion and keeps you in the minds of recruiters at places like Capital Fortune Rockhopper / Client Connect. A personal touch always helps in making a memorable impression!
✨Apply Through Our Website & Make It Personal
Don’t just hit 'apply' on the Capital Fortune Rockhopper / Client Connect website. Tailor your application to highlight your interest in the insurance sector and showcase any relevant projects or experiences. A few personal touches can go a long way in landing that trainee spot!
We think you need these skills to ace Trainee Protection Broker
Some tips for your application 🫡
Highlight Your Analytical Skills:In the insurance industry, analytical skills are a must. Make sure to showcase any relevant coursework or projects where you've solved complex problems or worked with data. This can really set you apart, especially in your CV or cover letter!
Show Your Interest in the Sector:For a trainee role, it’s super important to demonstrate your genuine interest in insurance. Talk about any internships, part-time jobs, or relevant studies that have sparked your passion for this field. We want to see that you're eager to learn and grow with us at Capital Fortune Rockhopper / Client Connect!
Tailor Your Cover Letter to the Role:Your cover letter should reflect your enthusiasm for the trainee position at Capital Fortune Rockhopper / Client Connect. Use it to explain why you're excited about a career in insurance and what you hope to learn during your time with us. Make it personal and engaging—it’ll catch our eye for sure!
Include Relevant Certifications or Courses:Even as a trainee, any extra certifications or courses related to insurance can really boost your application. Whether it's online courses or workshops, throw them in your CV to show us that you’re proactive about your professional development. It’ll demonstrate your commitment to stepping into this industry with enthusiasm!
How to prepare for a job interview at Capital Fortune Rockhopper / Client Connect
✨Understand the Basics of Insurance
Since you're interviewing for a trainee role in insurance, it’s vital to brush up on the key concepts in the industry. Familiarise yourself with terms like underwriting, risk assessment, and claims processing. It shows your genuine interest and helps you answer those technical questions more confidently.
✨Prepare for Scenario-based Questions
Expect scenario-based questions during your interview! They might dive into how you would handle specific insurance situations or customer complaints. Think about examples from your studies or past experiences where you demonstrated problem-solving and customer service skills. They're looking for how you approach issues in a practical setting.
✨Focus on Your Learning Potential
As a trainee, your eagerness to learn is key. Be ready to discuss what excites you about the insurance field and how you plan to grow within the role at Capital Fortune Rockhopper / Client Connect. Highlighting your adaptability and willingness to learn will make a great impression.
✨Show Your People Skills
Insurance is all about building relationships, whether it's with clients or colleagues. Prepare to share experiences where you’ve effectively communicated or worked as part of a team. Remember, your soft skills are just as important as your technical knowledge in this industry!
