Find a job 
Featured Companies 
Featured Universities 
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 ÂŁ per year.
1 day ago Be among the first 25 applicants
Get AI‑powered advice on this job and more exclusive features.
This range is provided by CareerStone. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from CareerStone
This is a rare opportunity to join one of the UK’s most respected names in Financial Services – a firm with nearly three decades of success providing thoughtful, high‑quality advice to high‑net‑worth clients.
You’ll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships over one‑off sales.
đź’Ľ The Opportunity
You’ll join a highly successful mortgage division that consistently generates warm, qualified introductions to a dedicated team of protection advisers.
With thousands of loyal existing clients and a steady flow of new ones, you’ll have the perfect balance of opportunity and stability.
This is a consultative, relationship‑driven role – focused on helping clients make well‑informed, confident decisions about protecting their wealth, health, and families.
🤝 What Makes This Different
- Truly consultative environment – no cold calling, no high‑pressure sales
- Warm, qualified leads from a trusted HNW client base
- Six‑figure OTE that’s genuinely achievable
- Long‑term client relationships and exceptional retention rates
- Strong culture of trust, learning, and professional development
- Deliver tailored advice on Life and Protection solutions through structured, high‑quality telephone consultations
- Work exclusively with pre‑qualified, high‑net‑worth clients
- Conduct in‑depth fact‑finds to understand each client’s unique needs and priorities
- Provide clear, thoughtful recommendations with full compliance and documentation
- Build enduring relationships as a trusted adviser, not a product seller
- Engage in a structured training and development pathway to support long‑term career growth
🌱 What You’ll Bring
- Experience in Life Insurance or Protection advice
- A strong commitment to client care and ethical practice
- Excellent communication and listening skills
- The ability to simplify complex options and build client confidence
- A mindset focused on long‑term value, not short‑term wins
💷 What’s on Offer
- Competitive base salary with clear progression
- Excellent, achievable commission structure
- A respected brand, outstanding client base, and a business that invests in its people
If you’re ready to move away from transactional work and into a role where your expertise and professionalism are genuinely valued – this is your opportunity.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Location: Leatherhead, England, United Kingdom
#J-18808-Ljbffr
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 any potential interviews.
✨Tip Number 4
Prepare to discuss your previous experience in detail. Be ready to share specific examples of how you've successfully built rapport with clients and delivered exceptional customer service, as these are key aspects of 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 your previous experience as a Protection Adviser. Emphasise relevant qualifications like 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 growing 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 and protection services. Be prepared to discuss different types of policies, their benefits, and how they meet client needs. This will show your expertise and confidence during the interview.
✨Demonstrate Your Communication Skills
Since the role involves telephone-based advice, practice clear and professional communication. You might be asked to role-play a client interaction, so showcase your ability to build rapport and convey information effectively.
✨Highlight Your Compliance Knowledge
Emphasise 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, as this is crucial in the financial services industry.
✨Showcase Your Self-Motivation
As a self-motivated individual, share examples of how you've achieved KPIs or targets in the past. Discuss your strategies for staying motivated and focused, especially in a remote working environment.
