Self Employed Protection Insurance Adviser
Self Employed Protection Insurance Adviser

Self Employed Protection Insurance Adviser

Full-Time 30000 - 50000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Convert qualified mortgage leads into protection business and deliver client-first advice.
  • Company: Capricorn Financial, London's largest independent mortgage brokerage with global reach.
  • Benefits: Commission-only structure with realistic earnings of £30,000 to £175,000+ over four years.
  • Why this job: No cold calling, warm leads, and a chance to earn what you're worth.
  • Qualifications: Sales experience, commercial mindset, and a willingness to learn.
  • Other info: Dynamic environment with ongoing coaching and top-tier tech support.

The predicted salary is between 30000 - 50000 £ per year.

All potential applicants are encouraged to scroll through and read the complete job description before applying.

(Experienced or Trainees welcome with Proven Sales Backgrounds)

Office-based | Hammersmith | Commission-Only | Self-Employed

Sector: Protection | Insurance | Financial Services

Realistic OTE:

  • Year 1: £30,000–£50,000
  • Year 2: £80,000–£120,000
  • Year 3: £150,000+
  • Year 4: £175,000+

Join Capricorn Financial — Where Performance Pays

Capricorn is London’s largest independent mortgage brokerage and one of the UK’s fastest-growing financial consultancies. With offices in Dubai, Hong Kong, Singapore, and Shanghai, we operate in high-value property finance and protection markets — and we’re looking for exceptional people to own and grow our protection business.

This is a high-impact, high-reward protection sales role with hot inbound leads, no cold calling, and a proven model:

  • £1,000+ per policy (typical)
  • Clients who need you — not who need convincing
  • Advisers feeding you qualified leads daily

What You’ll Be Doing

  • Convert live, qualified mortgage leads into protection business — no cold sourcing
  • Work closely with your adviser pod to maximise referral volumes and retention
  • Deliver honest, client-first advice with precision, urgency, and follow-through
  • Own your pipeline — from contact to completion
  • Learn, grow, and earn — with clear targets and ongoing coaching

What You Bring

We’re not hiring on years of experience. We’re hiring on attitude, accountability, and commercial instinct. You might be:

  • A sales professional with something to prove
  • A mortgage admin tired of watching someone else take the fee
  • A former recruiter, estate agent, or BDM who owned their number
  • A protection adviser who wants a bigger platform

Essential characteristics:

  • Commercial hunger & performance mindset
  • Clear understanding of income = activity
  • Able to work fast, handle multiple cases, and follow through
  • Confident communicator who builds trust
  • RO5 qualified (or willing to complete pre-start)

Why Capricorn?

  • No cold calling — warm referrals from 150+ introducers + 70+ advisers
  • Top-tier tech: Smartr365, Openwork product suite, admin support
  • Real coaching — not just onboarding
  • Earn more, faster — we reward delivery, not tenure

This isn’t for everyone. But if you’re hungry, coachable, and ready to earn what you’re worth, it could be for you.

Apply now and let’s talk.

Applicants must have the right to work full-time in the UK without current or future sponsorship.

Due to high application volumes, we will only contact shortlisted candidates.

If you’ve proven yourself in sales and want to build a six-figure income fast, apply today with your CV.

Self Employed Protection Insurance Adviser employer: Capricorn Financial

At Capricorn Financial, we pride ourselves on being a dynamic and rewarding employer, offering a commission-only structure that allows self-employed Protection Insurance Advisers to maximise their earnings potential. Located in Hammersmith, our office fosters a collaborative work culture with a focus on performance, providing ongoing coaching and access to warm leads from a vast network of introducers. Join us to take advantage of top-tier technology and a clear path for growth, where your ambition and results are truly recognised and rewarded.
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Contact Detail:

Capricorn Financial Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Self Employed Protection Insurance Adviser

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Practice your pitch! When you get the chance to meet someone from Capricorn Financial or any other company, be ready to sell yourself. Have a quick summary of your skills and experience that highlights why you’d be a great fit for their team.

✨Tip Number 3

Follow up after interviews or networking events. A simple thank-you email can go a long way in keeping you top of mind. Plus, it shows you’re genuinely interested in the role and the company!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest opportunities listed there, so keep checking back!

We think you need these skills to ace Self Employed Protection Insurance Adviser

Sales Skills
Client Relationship Management
Pipeline Management
Communication Skills
Commercial Awareness
Performance Mindset
Time Management
Problem-Solving Skills
Adaptability
Team Collaboration
RO5 Qualification
Coaching and Development
Attention to Detail

Some tips for your application 🫡

Read the Job Description Thoroughly: Before you dive into your application, take a good look at the job description. It’s packed with info about what we’re looking for and can help you tailor your CV to show us why you’re the perfect fit.

Show Off Your Sales Skills: Since we’re all about performance here at Capricorn, make sure your application highlights your sales background. Whether you're experienced or a trainee, let us know how you've smashed targets in the past!

Be Authentic and Personal: We love a bit of personality! When writing your application, don’t be afraid to let your true self shine through. Share your story and what drives you — we want to see the real you!

Apply Through Our Website: To make sure your application gets to us without a hitch, apply directly through our website. It’s the best way to ensure we see your CV and get you in the running for this exciting opportunity!

How to prepare for a job interview at Capricorn Financial

✨Know Your Numbers

Before the interview, brush up on your sales figures and achievements. Be ready to discuss how you've met or exceeded targets in previous roles. This will show your commercial hunger and performance mindset, which is exactly what Capricorn is looking for.

✨Understand the Product

Familiarise yourself with protection insurance products and the financial services sector. Being able to speak confidently about these topics will demonstrate your commitment and knowledge, making you a more appealing candidate.

✨Showcase Your Communication Skills

Practice articulating your thoughts clearly and confidently. Since this role requires building trust with clients, being a confident communicator will set you apart. Consider doing mock interviews with friends or family to refine your delivery.

✨Ask Insightful Questions

Prepare thoughtful questions about the role and the company. This shows your genuine interest in the position and helps you assess if it's the right fit for you. Questions about the coaching process or how success is measured can be particularly insightful.

Self Employed Protection Insurance Adviser
Capricorn Financial
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