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- Tasks: Provide high-quality protection advice to warm clients and manage your caseload efficiently.
- Company: Leading UK mortgage & protection brokerage with a supportive culture.
- Benefits: Competitive salary, hybrid working, quarterly bonuses, and uncapped earning potential.
- Why this job: No cold calling, just warm leads and genuine support for your success.
- Qualifications: Experience as a Life Insurance Protection Specialist with strong communication skills.
- Other info: Flexible working environment with excellent career growth opportunities.
The predicted salary is between 60000 - 70000 £ per year.
We’re currently supporting a leading UK mortgage & protection brokerage that is expanding its Protection team after significant investment and a major uplift in warm, pre-qualified leads. This is an exceptional opportunity for an experienced Life Insurance Protection Specialist who wants strong earning potential, genuine support, and a high-quality client base with no cold calling.
- Pre-qualified leads only – all clients are existing mortgage customers
- Quarterly Consumer Duty Bonus for delivering excellent customer outcomes
- Enhanced base salary for up to 9 months to help build your pipeline
- OTE £60–£70K+, with further uncapped earning potential
- Hybrid working, combining home-working with time in a Central London office
As a Protection Adviser, you will provide high-quality protection advice to a steady flow of warm clients. You’ll deliver outstanding customer outcomes, maintain strong relationships with referring mortgage advisers, and manage your caseload efficiently.
- Strong communication and relationship-building skills
- Confident with digital systems and tools
- Excellent telephone manner and rapport-building ability
Hybrid set up: enjoy the flexibility of home-working 1-2 days a week, alongside time in the Central London office. If you’re an experienced Protection Adviser looking for better leads, better support, and better earnings, we’d love to chat.
Financials Specialist Sales in City of London employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financials Specialist Sales in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and practice common interview questions. We want you to feel confident and ready to showcase your skills as a Financials Specialist Sales.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm and professionalism, which is exactly what employers are looking for.
✨Tip Number 4
Apply through our website! We’ve got some fantastic roles waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy and straightforward!
We think you need these skills to ace Financials Specialist Sales in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financials Specialist Sales role. Highlight your experience in life insurance and protection advice, and don’t forget to mention any relevant achievements that showcase your ability to deliver excellent customer outcomes.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your strong communication skills and how you’ve successfully built relationships with clients in the past. Keep it engaging and personal!
Showcase Your Digital Skills: Since the role involves using digital systems and tools, make sure to highlight your proficiency in these areas. Whether it’s CRM software or other digital platforms, let us know how you’ve used them to enhance your work and improve client interactions.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at CareerStone
✨Know Your Numbers
As a Financials Specialist Sales, you’ll need to demonstrate your understanding of life insurance products and their financial implications. Brush up on key metrics and be ready to discuss how you’ve successfully managed client portfolios in the past.
✨Showcase Your Relationship Skills
This role is all about building strong relationships with clients and mortgage advisers. Prepare examples of how you've fostered these connections in previous roles, highlighting your communication style and rapport-building techniques.
✨Familiarise Yourself with Digital Tools
Since the job requires confidence with digital systems, make sure you’re comfortable discussing any relevant software or tools you’ve used. Be ready to explain how these have helped you manage your caseload efficiently.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and customer service approach. Think of scenarios where you’ve delivered excellent outcomes for clients, especially in challenging situations, and be prepared to share those stories.