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- Tasks: Provide tailored 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, dedicated support, and quarterly bonuses.
- Why this job: Focus on giving great advice without cold calling and maximise your earnings.
- Qualifications: 1-2+ years in protection advice and strong communication skills.
- Other info: Join an award-winning team 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.
If you’re looking for a role where you can focus purely on giving great advice, and be rewarded for it, this could be perfect for you.
What’s on Offer
- Pre-qualified leads only – all clients are existing mortgage customers
- Pre-booked appointments placed straight into your diary
- Dedicated administrative support for submissions and case management
- 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
About the Role
As a Protection Adviser, you’ll 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.
The brokerage you’ll be joining is known for:
- Award-winning customer service
- High staff engagement
- A well-structured, supportive advisory environment
- A customer-centric, values-led culture
This role is ideal for someone who thrives in a service-led environment and wants to maximise earnings without the pressure of outbound prospecting.
Key Responsibilities
- Deliver tailored, compliant protection advice to clients
- Ensure all recommendations meet T&C, compliance and Consumer Duty standards
- Manage a clear, structured daily workflow
- Maintain exceptional service throughout the client journey
- Build strong relationships with internal partners and referring advisers
Skills & Experience
- 1-2+ years’ experience in a protection advice role
- Strong communication and relationship-building skills
- Able to work independently and manage a busy caseload
- Service-driven, professional, and organised
- Confident with digital systems and tools
- Excellent telephone manner and rapport-building ability
Location
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. Apply today with a copy of your CV or message us for a confidential conversation.
Life Insurance Specialist in City of London employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Life Insurance Specialist 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 Life Insurance Specialist.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows you're genuinely interested and professional, which is key in our industry.
✨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 Life Insurance Specialist in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in protection advice. Use keywords from the job description to show that you’re a perfect fit for the Life Insurance Specialist role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for providing high-quality protection advice and how you can contribute to our customer-centric culture at StudySmarter.
Showcase Your Communication Skills: Since strong communication is key, make sure your application reflects your ability to build relationships. Use clear and concise language to demonstrate your professional tone.
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 don’t miss out on this fantastic opportunity!
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 regulations. Be ready to discuss how you’ve successfully provided tailored advice in the past, as this role is all about delivering high-quality protection advice.
✨Showcase Your Relationship Skills
Since building strong relationships with clients and referring advisers is key, prepare examples of how you've maintained these connections. Think about times when your communication skills made a difference in client satisfaction.
✨Demonstrate Your Organisational Skills
This role requires managing a busy caseload efficiently. Be prepared to talk about your workflow management strategies and how you ensure compliance while delivering exceptional service throughout the client journey.
✨Embrace the Hybrid Model
With a hybrid working setup, show that you’re comfortable working independently from home while also valuing time spent in the office. Discuss how you plan to balance both environments to maximise productivity and maintain strong team relationships.