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For Companies At a Glance
- Tasks: Provide telephone-based advice on Life Insurance and Protection services.
- Company: Join one of the UK's largest and most respected Financial Services firms.
- Benefits: Enjoy a competitive salary, generous bonuses, and exclusive perks.
- Why this job: Be part of a passionate team with opportunities for professional growth and remote work.
- Qualifications: Experience as a Protection Adviser and relevant qualifications are essential.
- Other info: Receive thorough training and lifelong qualifications in a supportive environment.
The predicted salary is between 28800 - 43200 £ per year.
Life Insurance Specialist / Protection Adviser
Warm Leads Only | Hybrid | £60–70K+ OTE
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 employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Life Insurance Specialist
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in the life insurance sector. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 2
Practice your telephone communication skills. Since the role involves providing advice over the phone, being able to convey information clearly and confidently is crucial. Consider role-playing scenarios with friends or family to build your confidence.
✨Tip Number 3
Network with current or former Protection Advisers. They can provide valuable insights into the role and the company culture, which can help you tailor your approach when applying and during interviews.
✨Tip Number 4
Prepare specific examples of how you've successfully built rapport with clients in the past. Being able to share these experiences will highlight your customer-focused approach and your ability to deliver exceptional service.
We think you need these skills to ace Life Insurance Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience as a Protection Adviser. Emphasise relevant qualifications such as R01 & R05 or CeMAP, and showcase your customer service skills and consultative sales approach.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the financial services industry. Mention specific examples of how you've successfully provided telephone-based advice and built rapport with clients in the past.
Highlight Your IT Skills: Since the role requires maintaining records on an internal system, be sure to mention your IT literacy and attention to detail. Provide examples of software or systems you have used in previous roles.
Show Commitment to Development: Express your commitment to continued professional development in your application. Mention any relevant training or qualifications you are pursuing or plan to pursue, demonstrating your dedication to growth within the financial services sector.
How to prepare for a job interview at CareerStone
✨Know Your Products
Make sure you have a solid understanding of life insurance products and protection services. Be prepared to discuss different types of policies, their benefits, and how they meet client needs.
✨Demonstrate Your Communication Skills
Since the role involves telephone-based advice, practice clear and confident communication. Show that you can build rapport quickly and maintain professionalism throughout the conversation.
✨Showcase Your Compliance Knowledge
Highlight your commitment to compliance and ethical sales practices. Be ready to discuss how you ensure adherence to regulations and company policies in your previous roles.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to demonstrate your consultative approach to sales. Think of examples from your past experience where you successfully identified client needs and provided tailored solutions.