At a Glance
- Tasks: Help clients with protection advice and earn based on your performance.
- Company: Capricorn Financial, London's largest independent mortgage brokerage.
- Benefits: High earning potential, daily referrals, and full support.
- Why this job: Join a growing team and make a real impact with warm leads.
- Qualifications: Sales experience or mortgage background; RO5 qualified or studying.
- Other info: Flexible, commission-only role with uncapped earnings potential.
The predicted salary is between 30000 - 50000 £ per year.
Capricorn Financial is London’s largest independent mortgage brokerage, with a rapidly growing protection business built on strong mortgage volumes and consistent internal referrals. As part of our continued growth, we are actively recruiting and expanding our protection adviser team, including experienced advisers and strong sales professionals looking to build a scalable, high-earning protection income.
This is not a cold-calling role. You’ll work with warm, high-intent clients referred directly from our in-house mortgage advisers.
What we provide:
- Warm, qualified protection opportunities only
- Daily referrals from a large mortgage adviser base
- Full admin, systems, and product support (Smartr365)
- Clear performance targets with hands-on coaching
- A pure performance-based model — paid on results, not tenure
Who this suits:
- Experienced Protection Advisers or high-performing sales professionals
- Proven telephone or consultative sales experience
- Mortgage administrators ready to step into a revenue-generating role
- Recruiters, estate agents, BDMs or similar sales backgrounds
- RO5 qualified, or currently studying towards RO5
- Hungry, commercial, and coachable
Earnings potential:
- Year 1: £30k–£50k
- Year 2: £80k–£120k
- Year 3: £150k+
- Year 4: £175k+
If you want consistent volume, warm opportunities, and uncapped earnings, apply now. Applicants must have the right to work full-time in the UK. No sponsorship available. Due to high application volumes, only shortlisted candidates will be contacted.
Self Employed Protection Adviser employer: Capricorn Financial Consultancy
Contact Detail:
Capricorn Financial Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Protection Adviser
✨Tip Number 1
Network like a pro! Connect with people in the industry, attend events, and don’t be shy about reaching out to potential clients. The more you engage, the more warm leads you'll have coming your way.
✨Tip Number 2
Practice your pitch! You’ll want to be ready to showcase your skills and experience when those warm leads come knocking. Role-play with a friend or record yourself to refine your approach.
✨Tip Number 3
Stay organised! Keep track of your referrals and follow up promptly. A little persistence goes a long way in turning those warm leads into sales.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed and ensures you’re in the loop for all the latest opportunities we have to offer.
We think you need these skills to ace Self Employed Protection Adviser
Some tips for your application 🫡
Show Off Your Sales Skills: Make sure to highlight your sales experience in your application. We want to see how you've driven results in previous roles, so don’t hold back on those impressive numbers!
Tailor Your Application: Take a moment to customise your application for this role. Mention how your background aligns with our needs, especially if you have experience in consultative sales or the mortgage industry.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your key achievements and skills stand out without unnecessary fluff.
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 exciting opportunity!
How to prepare for a job interview at Capricorn Financial Consultancy
✨Know Your Numbers
As a Self-Employed Protection Adviser, you'll need to demonstrate your understanding of sales metrics. Brush up on your previous sales achievements and be ready to discuss how you hit targets or exceeded expectations. This shows you're results-driven, which is key for this role.
✨Understand the Product
Make sure you have a solid grasp of the protection products you'll be advising on. Familiarise yourself with the ins and outs of the offerings from Capricorn Financial. Being able to speak confidently about the products will impress your interviewers and show that you're serious about the role.
✨Showcase Your Consultative Skills
Since this role involves working with warm leads, highlight your consultative sales experience. Prepare examples of how you've successfully engaged clients in the past, focusing on how you identified their needs and provided tailored solutions. This will demonstrate your ability to build relationships and close deals.
✨Be Ready for Role-Play Scenarios
Expect some role-play during the interview to assess your sales approach. Practice handling common objections and closing techniques. This will not only help you feel more confident but also allow you to showcase your skills in real-time, making a strong impression on the interviewers.