At a Glance
- Tasks: Advise clients on life insurance and protection policies while managing your own leads.
- Company: Join a rapidly expanding, regulated financial services firm focused on mortgages and protection solutions.
- Benefits: Enjoy hybrid working, high commission rates, full admin support, and exclusive networking events.
- Why this job: This role offers a partnership with industry-leading support and the chance to shape your career.
- Qualifications: Looking for experienced advisers with a sales track record and a passion for client success.
- Other info: Benefit from ongoing training and a world-class tech platform to streamline your work.
The predicted salary is between 40000 - 80000 £ per year.
Hybrid - London & Remote (office based 3 days a week)
Realistic Year 1 OTE: £50k-£80k, Year 2: £150k+
What’s On Offer?
- 40 - 60% commission
- Realistic earnings of £50k-£80k in Year 1, rising to £150k+ in Year 2
- Strong company focus on networking at leading industry events & trade shows - face-to-face advising and remote in a strong, experienced & holistic team!
- Hybrid working model - Flexibility to work from home & high spec London office
- Full admin & marketing support - Focus on advising, not paperwork!
- Ongoing training & career development - tailored training for industry qualifications such as R01 & R05 with dedicated CPD sessions and the LearnUpon platform
- Exclusive perks - Invitations to high-profile networking events & more!
We are recruiting on behalf of a fully regulated, directly authorised financial services firm that specialises in mortgages and protection solutions. As part of their rapid expansion, they are seeking experienced, entrepreneurial, and driven Protection Specialists to build their business within a high-growth, high-reward environment. This is a fantastic opportunity to work self-employed while benefiting from industry-leading commission structures in a high-quality team with full admin & marketing support.
The Role
As a Protection Specialist you will:
- Advise UK-based clients on protection policies, including life cover, critical illness, income protection, key person insurance, and property financing
- Manage your pipeline of leads, providing expert protection advice, and tailor solutions to clients’ needs
- Stay up to date with industry trends and ensure FCA compliance
Who We’re Looking For
- Experienced protection or insurance advisers with a track record of sales success
- Entrepreneurial & driven individuals looking to fast-track their career
- Passionate about helping clients secure their financial future
- Able to work self-sufficiently while benefiting from industry-leading support and infrastructure
Why apply?
This is more than just a role, it’s a partnership with a business that provides all the tools, technology, and backing you need to succeed. You’ll benefit from:
- A world-class CRM & tech platform - Making client management seamless
- Ongoing training & mentorship - Ensuring you stay ahead of the curve
- A trusted brand with a strong reputation - Giving you credibility and confidence
Ready to take control of your earnings and career? Apply today to find out more about this Protection Specialist role...
Life Insurance Specialist employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Life Insurance Specialist
✨Tip Number 1
Network actively within the insurance and financial services industry. Attend events, trade shows, and seminars to meet potential clients and other professionals. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Stay updated on the latest trends and regulations in the life insurance sector. This knowledge will not only enhance your credibility but also enable you to provide informed advice to clients, making you a more attractive candidate.
✨Tip Number 3
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content related to life insurance and protection policies to establish yourself as a thought leader in the field.
✨Tip Number 4
Consider seeking mentorship from experienced professionals in the industry. Their insights and guidance can help you navigate challenges and accelerate your career growth, making you a more compelling candidate for the role.
We think you need these skills to ace Life Insurance Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in life insurance or protection advising. Emphasise any sales achievements and your ability to work independently, as these are key traits the company is looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients secure their financial future. Mention specific examples of how you've successfully advised clients in the past and how you can contribute to the company's growth.
Highlight Industry Knowledge: Demonstrate your understanding of the life insurance market and current industry trends in your application. This shows that you are proactive and knowledgeable, which is crucial for a Protection Specialist role.
Showcase Your Entrepreneurial Spirit: In your application, convey your entrepreneurial mindset and drive. Discuss any previous experiences where you took initiative or led projects, as this aligns with the company's search for driven individuals.
How to prepare for a job interview at CareerStone
✨Know Your Products Inside Out
As a Life Insurance Specialist, it's crucial to have a deep understanding of the various protection policies you'll be advising on. Brush up on life cover, critical illness, and income protection details so you can confidently answer any questions and demonstrate your expertise.
✨Showcase Your Sales Success
Prepare to discuss your previous sales achievements in detail. Highlight specific examples where you've successfully closed deals or helped clients secure their financial future. This will show your potential employer that you're results-driven and capable of thriving in a commission-based environment.
✨Demonstrate Your Entrepreneurial Spirit
This role seeks driven individuals who can work independently. Be ready to share instances where you've taken initiative or led projects. Emphasise your ability to manage your own pipeline and how you plan to grow your client base in this high-reward setting.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest trends and regulations in the insurance sector. Being knowledgeable about current events will not only impress your interviewers but also show that you're committed to ongoing learning and compliance, which is essential in this field.