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- Tasks: Provide top-notch protection advice to warm clients and manage your caseload efficiently.
- Company: Leading UK mortgage and protection brokerage with a supportive culture.
- Benefits: Competitive salary, hybrid working, quarterly bonuses, and uncapped earning potential.
- Why this job: Join a growing team with pre-qualified leads and no cold calling for better earnings.
- Qualifications: Experience as a Protection Adviser with strong communication skills.
- Other info: Flexible work 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.
Insurance Financial Specialist in City of London employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Financial Specialist in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance and finance sectors. Let them know you're on the lookout for opportunities, especially in roles like the Insurance Financial Specialist. 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 its culture, especially since they focus on warm leads and client relationships. Practise your responses to common questions, but also be ready to showcase your skills in building rapport and delivering excellent customer outcomes.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to connect with industry professionals and join relevant groups. Share your insights on life insurance and protection advice to position yourself as a knowledgeable candidate. Plus, it’s a great way to stay updated on job openings!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Make sure your profile is up-to-date and highlights your experience with warm leads and client management.
We think you need these skills to ace Insurance Financial Specialist in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Insurance Financial Specialist. Highlight your experience in life insurance and protection advice, and don’t forget to mention any strong communication skills you have!
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 experience with warm leads and how you’ve delivered excellent customer outcomes in the past.
Showcase Your Digital Skills: Since the job mentions being confident with digital systems, make sure to highlight any relevant tech skills in your application. We love candidates who can navigate digital tools effortlessly!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at CareerStone
✨Know Your Stuff
Make sure you brush up on your knowledge of life insurance products and the specific services offered by the brokerage. Being able to discuss how you can provide high-quality protection advice will show that you're serious about the role.
✨Showcase Your Communication Skills
Since strong communication and relationship-building skills are key for this position, prepare examples from your past experiences where you've successfully built rapport with clients or colleagues. This will demonstrate your ability to connect with warm leads effectively.
✨Familiarise Yourself with Digital Tools
As the role requires confidence with digital systems, take some time to research the tools commonly used in the industry. If you know what software or platforms the company uses, mention your experience with them during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to client relationships and support for advisers. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.