At a Glance
- Tasks: Advise clients on protection policies and manage pre-qualified leads.
- Company: Join a leading financial services firm specialising in mortgages and protection solutions.
- Benefits: Enjoy high commission rates, hybrid work options, and exclusive networking events.
- Why this job: This role offers entrepreneurial freedom with industry-leading support and training.
- Qualifications: Seeking experienced advisers with a proven sales track record and a passion for client success.
- Other info: Realistic earnings of £50k-£80k in Year 1, rising to £150k+ in Year 2.
The predicted salary is between 40000 - 80000 £ per year.
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 Advisers 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, high-quality leads, and full admin & marketing support.
What’s On Offer?
- 40 - 60% commission – Realistic earnings of £50k-£80k in Year 1, rising to £150k+ in Year 2
- High-quality leads provided – Minimum of 5 pre-qualified client appointments per week
- Hybrid working model – Flexibility to work from home & London office
- Full admin & marketing support – Focus on advising, not paperwork!
- Ongoing training & career development – tailored training for industry qualifications through dedicated CPD sessions and the LearnUpon platform
- Exclusive perks – Invitations to high-profile networking events & more!
The Role
- Advise UK-based clients on protection policies, including life cover, critical illness, income protection, key person insurance, and property financing
- Manage pre-qualified leads, provide 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...
Protection Specialist employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Specialist
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Protection Advisers. Attend industry events or webinars to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the latest trends in protection policies and financial regulations. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed during interviews.
✨Tip Number 3
Prepare to discuss your sales achievements and how you've successfully helped clients in the past. Be ready to share specific examples that highlight your entrepreneurial spirit and ability to work independently.
✨Tip Number 4
Research the company thoroughly, including their values, mission, and the support they offer to advisers. Tailor your conversations to reflect how your goals align with theirs, showing that you're a great fit for their team.
We think you need these skills to ace Protection Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in protection or insurance advising. Focus on your sales achievements and any entrepreneurial ventures that demonstrate your drive and capability.
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 Relevant Skills: In your application, emphasise skills such as client management, industry knowledge, and compliance with FCA regulations. These are crucial for the role of a Protection Specialist.
Showcase Your Entrepreneurial Spirit: Since the role requires self-sufficiency and an entrepreneurial mindset, include examples of how you've taken initiative in previous roles or projects. This will help demonstrate that you're a good fit for the high-growth environment.
How to prepare for a job interview at CareerStone
✨Know Your Products Inside Out
As a Protection Specialist, you'll need to demonstrate a deep understanding of various protection policies. Brush up on life cover, critical illness, and income protection products so you can confidently discuss their benefits and tailor solutions to clients' needs.
✨Showcase Your Sales Success
Prepare to share specific examples of your past sales achievements. Highlight how your entrepreneurial spirit has driven your success in previous roles, as this will resonate with the company's focus on high earnings and growth.
✨Emphasise Your Client-Centric Approach
The role requires a passion for helping clients secure their financial future. Be ready to discuss how you've previously prioritised client needs and built strong relationships, showcasing your commitment to providing excellent service.
✨Familiarise Yourself with Industry Trends
Stay updated on the latest trends in the protection and insurance sector. Being knowledgeable about current market conditions and regulatory changes will demonstrate your commitment to staying compliant and informed, which is crucial for the role.